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About the Company

Doc.It® was founded in 2001, built by accountants for accountants. Doc.It’s software is award-winning, tailored to the unique needs of the accounting profession. We are solely focused on serving the accounting profession.

Our software has been recognized by our clients and accounting channel thought-leaders for its stability and quality; we also proudly deliver award-winning customer care.

Doc.It® Suite integrates with software your firm is using including CCH, Thomson Reuters, CaseWare, Intuit, Microsoft and many more. Our Suite includes everything your firm needs to go from paper-based or somewhat paperless to fully paperless and highly efficient.

We are uniquely positioned as value-priced best-of-breed full suite of software, available by monthly subscription. Our Suite includes these modules and features:
• Document Management
• Workflow
• Scan & Organize
• PDF Editor
• Policy Manager
• Work Binders
• Inbox
• Web Portal
• Document Archive
• Reports
• Document Search
• Document Publishing


Contact Information
Company Address: 723 South Casino Centre Blvd.
2nd Floor
Las Vegas, NV 89191
Country: United States
Company Phone: 888-693-6248
Sales Phone: 
Customer Support Phone:
Company Fax:
Company Web Page:
Company email:
Company Background
Business Since: 2001
No. of Employees: 11-30
Entity Type: Corporation (S C LLC)
Awards, Recognitions and Certifications
Risk Mitigation Award (2016, 2017)
Doc.It was identified by Partners, Shareholders, Owners and IT Directors as the software application that has the greatest impact on their firm in the area of Risk Mitigation.

Productivity Award (2017)
Doc.It was identified by Partners, Shareholders, Owners and IT Directors as the software application that has the greatest impact on their firm in the area of productivity.
CPA Practice Adviser 5-star Award

In 2009, 2011, and 2012 Doc.It was awarded the highest review rating possible, a 5-star rating, in CPA Practice Advisor annual Document Management review. The five star rating was awarded based on four key sets of attributes: usability, file management and organization, integration, and relative value.

K2 Enterprises Quality Award (2009, 2012, 2013, 2014, 2015)
Doc.It was awarded the K2E Quality Award in 2009, 2012, 2013, 2014, and 2015 for providing a feature-rich solution that has proven year-over year to provide the productivity gains CPA firms are seeking, for going the extra mile and for the highest rankings in customer satisfaction.

CPA Practice Advisor Innovation Award
Doc.It was awarded the Innovation Award in 2013 for helping accounting firms be more productive with their workflow and client service, and for features including workflow, Web portals, and reporting tools.

Accounting Today Top 100 Products
Doc.It earned recognition in 2009 for their document management and paperless technology for performance and user demand; frequency of use; the level of acceptance by practitioner users; visibility in the market; and the amount and degree of user support.

CPA Magazine Top 50 Practitioners Products
Doc.It was selected as a Top 50 Practitioner Product by CPA Magazine, an elite listing featuring fifty products spanning eleven categories.

CPA Practice Adviser Readers' Choice Awards
Doc.It's workflow technology was identified by the readers of CPA Practice Advisor magazine as the top workflow application for helping unite practice management, time and billing, and document management to provided optimization across firm processes.
Additional Information
To learn more or experience Doc.It Suite, visit, register for an event using the Webinars page (, or contact us (

Software List
Software Name Classification
Doc.It Suite Document Management

Note: The vendor profile above for (Doc.It
) is not written by Accounting Software 411. Information is provided and maintained by the vendor Doc.It and/or by third party sources. Accounting Software 411 confirms basic company data prior to posting a profile. The above information is not a review or endorsement by Accounting Software 411 of the product.

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