Their average client's requirement is 35 licenses; however, Doc.It Suite 3.3 can accommodate firms with three to 300 users, in single- or multi-site environments. 

• Non-proprietary data storage format, utilizing Microsoft Windows' folder structure. 
• Runs on your existing Windows servers, eliminating the need for additional expensive hardware or software, such as SQL or Adobe. Documents are stored in universally-accepted PDF format.
• Can capture, OCR, convert, and archive any paper, fax or electronic document.
• Direct integration with Outlook for managing email.
• Customizable security and version control providing secure access, and preventing files or folders from being accidentally overwritten, moved or deleted.
• A familiar folder system and powerful search engine makes finding documents a breeze. 
• Supports multiple office locations and remote access with full support for Terminal Services and Citrix. 

Doc.It Suite 3.3 provides a complete document management and workflow solution to the public accounting practice. It is perhaps the most comprehensive we have seen in terms of its ability to offer a beginning-to-end solution, with personal attention and guided assistance implementing its solution. The Suite is installed in over 250 accounting practices throughout North America. While Doc.It Suite 3.3 fits a practice of any size, it is very competitively priced for an accounting practice from 15 persons up. Doc.It's unique subscription model makes it easy for small firms to license the product with minimal commitment.

Doc.It Suite 3.3 is a complete digital document management solution that includes software, training, and implementation methodology developed by accountants for accountants. Doc.It Suite 3.3 enables firms to become more responsive and profitable by centralizing all document streams into a secure and searchable library of non-editable PDF files and originals. The Doc.It WorkFlow Manager provides integrated tools to manage "unpublished" documents and to track tasks.

Doc.It Suite 3.3 manages files originating in many software applications, such as Word, Excel, Outlook, CaseWare, and CCH TaxPrep and CCH ProSystem fx. You no longer have to route documents into a maze of folders. Any "printable" document can be stored in the client's folder in your Doc.It Archive so you have, at any given time, a true and accurate picture of all documents pertaining to your client including faxes, emails, letters, statements, and tax returns. All engagement-related documents can be neatly organized and managed in binders, in the way with which most accountants are familiar. The Work-In-Process Binder shows you document status and progress at a glance. 

Doc.It 3.3 Suite is a Windows-based solution. A Windows 2003 Server or better is recommended. Windows workstations should be Windows XP SP2, Vista, or Windows 7.

The PDF Editor functions as a direct replacement for Adobe Acrobat Standard and the Doc.It® Viewer. In addition to all of the features Adobe Acrobat provided, Doc.It has added highly desirable user functions specific to the accounting industry. Another notable addition is the new Doc.It® PDF Composer, which facilitates easy composition of new PDFs from multiple existing PDFs through a highly efficient drag-and-drop interface. 

Features:

• Capture, convert, and archive any paper or electronic document 
• Effortlessly scan, OCR, convert, and archive volumes of paper 
• Automatically capture, convert, OCR, and route all incoming faxes 
• Convert, combine, and archive your Outlook e-mails with attachments 
• Further, Doc.It Import will batch-convert entire folders of documents for fast archiving 

Doc.It Suite 3.3 does require some technical skills and understanding of filing and working digital documents to install properly; however, Doc.It provides several layers of support and implementation options, including  installation support, and onsite or webinar-based end-user training, which may range from a day or two to several days for larger firms. 

• Doc.It® PDF Editor - Intuitively designed for accountants, this application replaces the Adobe Acrobat Standard Editor.
• Doc.It® PDF Composer - A multi-document PDF program used to create new PDFs from existing PDFs.
• Doc-It® Scan + OCR - A highly comprehensive scanning and document recognition feature with integrated high-speed OCR for most scanners.
• Doc.It® AFR - Advanced Forms Recognition for tax forms or any other document type works in conjunction with Doc.It® Scan.
• Doc.It® PDF Printer - Fully Adobe compatible printer driver for converting any document to PDF format.
• Doc.It® Binder - Integrated folder-based document manager to manage all work-in-process documents.
• Doc.It® Archive - A secure folder-based PDF archive stores the final or "published" version of all engagement documents.
• Doc.It® WorkFlow Manager -The most advanced workflow software in the industry, including the Smart Scheduler feature that streamlines task management through the auto-assignment of staff to specific tasks based on real-world parameters.
• Doc.It® 2-Way Web Portal - Bi-directional Web portal for online collaboration with clients.

• Thorton McCain
• Bollenback & Forret, PA, CPAs 
• Godfrey Hammel, Danneels & Company, PC 
• Collins Barrow
• Chan Foucher LeFebvre 
• Kingston Ross Pasnak 

Howard Brown, President of Doc.It® started Micro Business Systems Inc. in 1984 as a developer and supplier of custom networked accounting and office automation software systems for companies that required custom solutions. During the 1990's and into 2000, the Company developed a document management and archiving software system that would accommodate all types of documents and is aimed at firms from three to 300 users, and software for single or multi-site environments. This document management system evolved, resulting in Doc.It®. The company has continued to develop the product and released version 3.3 in December 2009, with new and enhanced features in the Suite, including:

• Client Auto Detection
• CaseWare referencing and CCH TaxPrep, ProSystem Tax and fxEngagement integration
• New graphic signatures and annotations
• PDF Editor enhancements, such as the Redaction tool and global watermarks
• Doc.It Reporter with new data views
• Auto-archiving, based on customizable policies and Automated Forms Recognition, and
• Universal Search of the Archive as well as documents in the WorkFlow Manager.

• storing all archived documents in Adobe's universally accepted non-editable PDF format. All documents are compressed to save space 
• eliminating the labor to retrieve documents by putting all documents at the employee's fingertips 
• preventing documents from becoming lost or misfiled. Every word of every document is searchable using Doc.It Suite 3.3's powerful universal search engine 
• enabling Doc.It Suite 3.3 users to share all documents. This encourages collaboration within an office, while providing the ultimate in folder-based security, assuring that only designated users can access documents 
• eliminating the need to print or photocopy a large portion of documents 
• easily integrating into disaster recovery strategies, in coordination with the client's regular computer data backups