Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

Description

As a regulatory consultancy and technology firm, we assist businesses in adopting international standards, optimizing their internal processes, and promoting rapid expansion on a global scale. Our dedicated team of ISO consultants is equipped to offer reliable advice tailored to meet your management systems needs. With our extensive international experience and a strong background in both hardware and software sectors, we have successfully supported a diverse range of clients. Whether you need to establish a Quality Management System (QMS) with comprehensive documentation or ensure its ongoing effectiveness through efficient document management and automated workflows, we provide essential solutions customized for your unique organizational requirements, catering to both emerging enterprises and well-established businesses. Additionally, our commitment to continuous improvement means we stay updated on industry trends to further enhance your operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax Yes 
CCH ProSystem fx Yes 
CCH iFirm Yes 
CS Professional Suite Yes 
CaseWare IDEA Yes 
Caseware Corporation Tax Yes 
DT Practice Yes 
Docusign Yes 
Docusign Insight Yes 
Drake Tax Yes 
Intuit ProSeries Tax Yes 

Integrations

CCH Axcess Tax No 
CCH ProSystem fx No 
CCH iFirm No 
CS Professional Suite No 
CaseWare IDEA No 
Caseware Corporation Tax No 
DT Practice No 
Docusign No 
Docusign Insight No 
Drake Tax No 
Intuit ProSeries Tax No 

Pricing Details

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Trial No 
Free Version No 

Pricing Details

$250 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Doc.It Inc.

Founded

2001

Country

Canada

Website

www.doc-it.com

Vendor Details

Company Name

Stendard

Founded

2016

Country

Singapore

Website

stendard.com

Product Features

Content Collaboration

Client Portal Yes 
Cloud Storage Yes 
Digital Asset Management Yes 
Document Creation / Editing Yes 
Document Management Yes 
Electronic Signature Yes 
Feedback Management No 
File Sharing Yes 
Messaging / Discussion No 
Real-Time / Interactive Editing Yes 
Roles / Permissions Yes 
Search Yes 
Version Control Yes 
Video / Image Editing No 
Workflow / Approval Process Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management No 
Electronic Signature Yes 
Escalation Management Yes 
Periodic Review Yes 
Version Control Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

PDF

Annotations Yes 
Convert to PDF Yes 
Digital Signature Yes 
Encryption Yes 
Merge / Append Yes 
PDF Reader Yes 
Watermarking Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management Yes 
Periodic Review Yes 
Version Control Yes 

Document Generation

Batch Processing No 
Collaboration Yes 
Digital Signature No 
Interaction Tracking Yes 
Multiple Output Formats No 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion No 
Forms Management Yes 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Alternatives

Alternatives

SCHEMA ST4 Reviews

SCHEMA ST4

SCHEMA Group
QT9 QMS Reviews

QT9 QMS

QT9 Software
SYDLE ONE Reviews

SYDLE ONE

SYDLE
Total Lean Management (TLM) Software Reviews

Total Lean Management (TLM) Software

Lean & Mean Business Systems
Gavel Reviews

Gavel

Gavel.io