Wer nutzt diese Software?

Accounting Industry Accounting & Tax Professionals

Durchschnittliche Bewertung

18 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4 / 5

Produktdetails

  • Startpreis 35,00 $/Monat
  • Preisinformationen Monthly subscription
  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Doc.It
  • http://www.doc-it.com
  • Gegründet 2001

Über Doc.It Suite

Doc.It Suite makes firms more efficient and effective as they gather, process, store and deliver documents. We are uniquely positioned as value-priced best-of-breed full suite of software designed specifically for accountants.

The Doc.It Suite includes Document Management, Workflow, Web Portals, PDF Editor, Scan tools, Archive, Work Binder and integration with tax, engagement and time & billing software

Doc.It Suite Funktionen

  • Compliance-Verfolgung
  • Dateitypumwandlung
  • Dateiwiederherstellung
  • Dokument-Indexierung
  • Dokumentaufbau
  • Dokumentenarchivierung
  • Dokumentenaufbewahrung
  • Elektronische Unterschrift
  • Offline-Zugriff
  • Optische Zeichenerkennung (OCR)
  • Versionskontrolle
  • Werkzeuge zur Zusammenarbeit
  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Für CPA-Firmen
  • Genehmigungs-Workflow
  • Kundenmanagement
  • Kundenportal
  • Mitarbeiter-Management
  • Projektmanagement
  • Zeitverfolgung

Die hilfreichsten Reviews für Doc.It Suite

Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving

Bewertet am 12.5.2017
Dan W.
Senior Consultant
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The Doc-It software allows a mid sized firm to support all staff with an effective way of moving documents, and work with them without print to paper. Doc-It has supported our growth in scanning and archiving client data in an effective way. We insist that all staff use Doc-It in the approval of time reporting, so all staff use Doc-It daily and it has become a trusted part of every day in the office.

Vorteile: Doc-It delivers the tools that let our staff work with reduced print. We have archived over 15 years worth of documents, and the archive allows for immediate access to the document you want, be it tax, correspondence or financials without having to open Word, Taxprep, CaseWare or CTF research while the client is on the phone. The Doc-It pdf editor and Doc-It scanner software organizes pdfs we create and let's us edit and work with pdfs effectively at a low cost per staff person. Our clients like the portal software, where we host the portal in-house using secure SSL transport stra

Nachteile: We don't utilize most of what Doc-It can do. Work Flow software is our next piece we will implement, so I can't comment on that. We do not try to scan all personal tax documents, and the scanning to tax returns is not cost effective for us at this time.

Antwort des Softwareanbieters

von Doc.It an 30.5.2017

Dan: Thanks for the feedback. We will be hosting a webinar on workflow near the end of June. (invites going out next week) This is an opportunity to see what our workflow can do for you and your firm. There is configuration and training to follow.

Favorable and productive

Bewertet am 12.5.2017
Jason R.
CPA/Partner
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Efficient workflow.

Vorteile: Helps our firm work more efficiently. Keeps us more organized and on track. I like that rules can be set to lock files down so they can't be edited or deleted.

Nachteile: I really wish files could be edited without having to open them up in the PDF editor. It would be so useful and a time saver to be able to edit documents in the preview window. I also really wish email files could be drag and dropped into the application easily without having to print them to my inbox and then save them over. I also do not like the roll forward process. It's cumbersome and requires a lot of our staff resources.

Antwort des Softwareanbieters

von Doc.It an 30.5.2017

Jason: Thank-you for your feedback. We have heard the previewer one before. We will be making that a true previewer (including MS office document formats) and then the behavior will be consistent across all types. That is why we have resisted. You should be able to drag and drop from Outlook. Please contact our customer care team for assistance. Noted on the roll forward process. I think we can make that more efficient.

Kevin, COO

Doc-It continually makes a better product at a better price and supports it well.

Bewertet am 14.5.2017
Stephen G.
IT Manager
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Ease of looking up items (just a few clicks and we have what we need), central repository, ease of scanning and sorting items. A lot less paper. Logging and tracking work.

Vorteile: Once set up it is very easy to use and maintain. Customer Support is stellar. Offers more features and functionality without add-ons than the competition. They take feedback well and generally put in the features we ask for or help to resolve any issues we have - features, functionality and/or troubleshooting new items.

Nachteile: Not fluid integration with all CCH and ThomsonReuters products - due to not being part of their suites. Would like it to be a little faster - recent improvements have helped, but it still needs to be faster.

Antwort des Softwareanbieters

von Doc.It an 19.5.2017

Stephen: Thank you for your feedback. We appreciate it and it guides our development. In addition, we are always looking for ways to reduce clicks and speed up the system.
Kevin, COO

The updates have made the software less user-friendly.

Bewertet am 15.5.2017
Debbie L.
Associate
Buchhaltung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
2 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The paperless feature and the quick accessibility of documents. There is no more searching for lost documents.

Vorteile: The best feature is the quick accessibility of documents. It is very nice to be able to access information while talking with a client on the telephone. This is a good program, but there are several areas that need improvement.

Nachteile: The updated calculator is horrible. Also, the program has become less user-friendly after the updates. There should be a copy feature from other documents.

Antwort des Softwareanbieters

von Doc.It an 19.5.2017

Debbie: Thank you for your feedback. I'm surprised, and disappointed to hear that you feel our latest updates have made the product less user friendly. Also, search is still part of the feature set. Please contact our customer care team so we can address your concerns.
Kevin COO

Significantly changed the way our practice approaches client services.

Bewertet am 12.5.2017
Andrew G.
Partner
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis

Kommentare: Organization and efficiency provided our firm a game changing experience in how we can service our client base. Work flow platform should be developed further.

Vorteile: Upfront support was invaluable in setting up our firm in Doc It. With a few clicks of the mouse, I can have access to client information regardless of type of engagement or period to speak directly to with the client during a meeting or phone call.

Nachteile: I believe there is an opportunity to incorporate a CRM to capture the total client service experience. There may be an strategic alliance with say Client Track that could be incorporated to provide users an even more powerful tool.

Antwort des Softwareanbieters

von Doc.It an 30.5.2017

Andrew: Thanks for your feedback. We continue to build out our offering based on feedback and will consider your suggestion wrt Client Track. In terms of WF, please contact our customer care team and insure you have the latest update. There are a number of enhancements to WF in V4.5.

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