Doc.It Suite
17 Bewertungen (4/5)
Since 2001, Doc.It Suite, a document management platform, has been available to accounting and tax professionals. Doc.It Suite offers the user a variety of applications including document management, document capture & image-processing, and records management. The software addresses the 4-step process in a document’s lifestyle: gather, process, store, and deliver.
The web portal gives clients the ability to share documents and reports. Clients can also send files for processing. The policy manager feature ensures uniformity across the firm by applying the file naming and location policy to all documents as they’re gathered and prepared for storage.
Doc.It Suite integrates with other accounting applications, and is available as a monthly subscription service. Customers can log in to request support and gain access to resources and training videos, or they can call customer care during business hours to speak with a team member over the phone.
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Assignments -
Web portal -
Archive explorer -
Dashboard -
Binder explorer
Unterstützte Betriebssysteme:
Windows 10
17 Bewertungen über Doc.It Suite
Shabir L. Branche: Buchhaltung Mitarbeiteranzahl: 13-50 Mitarbeiter
17.5.2017
17.5.2017
steadily declined over the years as Docit grew. Standard answer from support is "the next update"
Bedienkomfort
Bedienkomfort
Funktionalität
Funktionalität
Preis-Leistungs-Verhältnis
Wert
Kundenbetreuung
At one time the benefits were big - especially when we went paperless. Today, i'm not sure the benefits outweigh any other PDF archiving and markup solution.
Vorteile
The integration with caseware for each of printing and the ease to which PDF documents can be marked up. Works well in the field as well.
Once the setup matter are dealt with on Portal (see below) use of portal is simple and easy.
Nachteile
Lack of ability to use with multiple locations having access to the archive other than over a terminal server.
Every time something is wrong and we talk to tech support - the response is "we hope that is in the next update"
The software crashes A LOT. Daily for some people. Especially when trying to email a document from Inbox - or trying to combine a number of documents. Or opening a document and turning on bookmarks.
The portal setup for a client and related instructions are utterly useless. Support knows this and nothing has been done - looks like the instructions are printed on a dot-matrix printer. I would NEVER want to send my client a document that looks like that, so I have to create my own document with instructions for my client. The automatically generated email says that the instructions are in the PDF. In fact, the PDF only has a username and password. No instructions, no link or web URL for the client to navigate to and certainly no instructions at all. This might be one of the most poorly designed things in Doc-it.
Antwort: Doc.It 19.5.2017
Shabir: I'm sorry to hear you feel this way. We recently heard you were having some problems and I know my team has reached out to you. Please respond to him and we can attack the issues. I am confident we can turn this around and re-establish your confidence in us, our product and our support team.
Kevin, COO
Dan W. Branche: Buchhaltung Mitarbeiteranzahl: 13-50 Mitarbeiter
12.5.2017
12.5.2017
Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving
Bedienkomfort
Bedienkomfort
Funktionalität
Funktionalität
Preis-Leistungs-Verhältnis
Wert
Kundenbetreuung
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: Doc.It 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.
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