# Doc.It Suite Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Doc.It Suite Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/130194/Doc-It-Suite --- # Doc.It Suite Software Review 2026: Features, Integrations, Pros & Cons Last updated on December 29, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Doc.It Suite ## What is 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 software suite 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 can replace up to 7 pieces of software and represents 14,000 CPAs from over 500 firms. ## What is Doc.It Suite used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Content Management](https://www.capterra.com/content-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 24 user reviews Reviews sentiment Positive 79% Neutral 8% Negative 13% Starting price $27 Other, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Doc.It Suite?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.iris.co.uk/&name=Doc.It Suite) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Doc.It Suite 4.0 (24) VS. [4.5 (1,245)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $27 Other, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (24) Ease Of Use 4.4 (1,229) Value For Money 4.0 (21) Value For Money 4.2 (959) Customer Service 4.1 (23) Customer Service 4.3 (940) ## Doc.It Suite alternatives Highest Rated [4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (2,984)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.0 (21)](https://www.capterra.com/p/114908/PaperSave/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Portal 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Approval Workflow Route documents and other data through one or more stakeholders for review and approval Doc.It Suite 47 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Alter the layout and content of dashboards Alter the layout and content of reports Import and export data to and from software applications Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Digitally sign online documents Convert files to a different format Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Access software remotely via mobile devices Ability of websites, web applications, or mobile applications to function without an active internet connection Ability to recognize printed or written text within digital images or scanned documents Plan and coordinate all the resources, costs and time needed to execute assignments Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Track the status over time for a request, process, asset, or transaction Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track revisions and updates made to files and navigate between different versions Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.9 (24) 3.9 Based on 24 reviews ## Pricing Value for money 4.0 (21) [View pricing plan details](https://www.capterra.com/p/130194/Doc-It-Suite/pricing/) Doc.It SUITE On-Prem $27.00 Other,Per Month It includes: - Advanced Reporting - AFR (Form Recognition) - Archive - Audit Trail & Event Log - Autofile - Budget/Actual - Capacity Time Reports - Caseware Integration - Check-In/Check-Out - Cloud Deployable - Customizable Folder Templates - Customizable Workflow Templates - Custom Report Builder - Digital Signatures - Docusign Esignature Integration - Encryption - File Storage - Job Duplication - Microsoft Office Integration - Mobile App Compatible - On-Premise Deployable - PDF Editor - Prepared-by-Client - Quick Searching & Filtering - Retention Policies & Purge Manager - Scanning Interface & OCR - Search - Secure File Sharing - Staff Assignement Tracking - Stamps - Tax Software Integration - Tickmarks - Unlimited Client Portals - Work Binders - Workflow Dashboard - Workflow Default Assignments - Workflow Process Automation Doc.it SUITE Cloud $50.00 Other,Per Month It includes: - Advanced Reporting - AFR (Form Recognition) - Archive - Audit Trail & Event Log - Autofile - Budget/Actual - Capacity Time Reports - Caseware Integration - Check-In/Check-Out - Cloud Deployable - Customizable Folder Templates - Customizable Workflow Templates - Custom Report Builder - Digital Signatures - Docusign Esignature Integration - Encryption - File Storage - Job Duplication - Microsoft Office Integration - Mobile App Compatible - On-Premise Deployable - PDF Editor - Prepared-by-Client - Quick Searching & Filtering - Retention Policies & Purge Manager - Scanning Interface & OCR - Search - Secure File Sharing - Staff Assignement Tracking - Stamps - Tax Software Integration - Tickmarks - Unlimited Client Portals - Work Binders - Workflow Dashboard - Workflow Default Assignments - Workflow Process Automation Value for money 4.0 (21) 4.0 Based on 21 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (23) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (23) 4.1 Based on 23 reviews ## User reviews Overall rating 4.0 Based on 24 reviews Filter by rating 5(9) 4(10) 3(2) 2(3) 1(0) Mentioned topic Sorted by most recent JB Juli B. CPA Accounting ### "Unsatisfied" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 December 20, 2023 Frustrating, time-consuming, disappointing Pros I like the way the software organizes documents. If you only use it to archive work that is already complete, it would work well. Cons It crashes and does not save work. It is VERY slow. Doing the most minor tasks takes so much more time than when we were just working off our own server. And who has extra time during tax season? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 28, 2023 We apologize for the issues that you are having with the software and are happy and eager to address them for you. Please reach out to our support group at support@doc-it.com and they will help resolve any outstanding issues you are having with our software. Tre Y. Owner Accounting ### "Recommend Doc.it Suite for mid to large firms" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 10, 2023 Customer support has always been top-notch. Appreciate the help and effort! Pros Great product when installed on a server and all parties have access and you are not having to grant access all the time. Lets coworkers work on their own and not need to constantly bother others for access to documents. Cons Really wish that there was not a minimum of 3 users limit. I would love to use this in my new business but can not justify the cost for 1-2 users when I have to pay for 3 licenses regardless. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 12, 2023 Tre, Greatly appreciate your feedback and happy to hear that you enjoy using Doc.It. Sorry about the 3 licenses min, I don't know if that is something we will change in the future with cloud or not. We do have some 1-2 person firms that pay for the 3 licenses though. If you ever need anything please don't hesitate to reach out. We appreciate you! YN Yael N. Manager Accounting ### "Not so great" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 3/10 February 12, 2020 I used it at my old firm and it wasn't the best experience. A lot of problems with excel and stuff disappearing. Pros It was very user friendly and easy to navigate. Really easy to organize thoughts and workpapers Cons It was slow and ocassionally would lock me out of excel workbooks. Some data would get trapped if I accidentally opened a workpaper twice. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Jill J. Tax Accounting ### "Doc.It is a Really Good DMS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 February 8, 2020 Pros As a DMS (Document Management System), Doc.It is great. We used the software since 2011 and only switched when our firm merged with a larger firm that did not use Doc.It. The software is user friendly and is logically organized and the user can customize. The PDF editor is also great...easy to use and applicable to people that work in tax and accounting. I miss Doc.It. Cons Doc.It's customer service is a little on the slow side. This does not appear to be due to caring about their customers, they just appear to be understaffed. It would be nice if they added the drop and drag feature to the Doc.It portal. Reasons for choosing Doc.It Suite Doc.It filled the need for a DMS and was not overly expensive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 10, 2020 Jill, Thank you very much for your review of Doc.It. Doc.It also misses you! We have come along way on the support side so that area has improved. We also totally revamped the portal and the portal is now treated like a binder so drag-and-drop is possible! We hope to see you back as a client one day. Thank you for your continued support! - Kevin Sharma Director of Sales & Marketing BW Bryan W. Senior Manager IT & Operations Accounting ### "Doc-IT - Robust and Essential" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 6, 2019 Excellent. The customer service is excellent. Feels like they take a true vested interest in your satisfaction. You don't feel like you're dealing with a large tech company, but a family business. Very refreshing. Updates are easy and support is always offered to help you initiate any updates. Pros It is very feature rich. In an attempt to modernize our office our first challenge was how to go about turning dozens of filing cabinets into a virtual, paperless environment. Doc-It made it easy. It's extremely flexible in terms of customization, allowing us to mimic all of the file categories we use in a paper world into a virtual one. Easy to use, staff training was minimal and most people pick it up immediately. Most exciting, the PDF Editor/viewer is included. For less then the cost of one Acrobat license, I get a very comparable PDF Editor plus so much more. Cons The workflow module is a little too rigid for my firm. This is a very complicated process to make one size fits all, so I understand it is not for everyone. With that being said, other organizations should certainly benefit from it, just not ours. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 11, 2019 Bryan, Thank you very much for your review of Doc.It. We're happy to hear that you're pleased with our product and customer service. We are actually having meetings as we speak to discuss how we can improve workflow so please pay attention to our e-Newsletter for updates. - Kevin Sharma, Director of Sales & Marketing AU Anonymous User Fund Accounting and Operations Intern Accounting ### "Doc.It Suite Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 November 15, 2019 Overall, Doc.It Suite ensure that my work day is efficient and effective when it comes to document sorting and progress. Pros What I like most about Doc.It Suite is the ability to organize the files that I use. You can also set rules on each of your files to ensure that no one can edit or comment on what you upload. Cons What I like least about this software is that if you don't pay for the entire package, you won't be able to utilize this software to it's fullest. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 1, 2020 Thank you for your anonymous review. Happy to hear that you are pleased with Doc.It Suite. Please keep in mind that we have packages that were introduced in 2018 - Doc.It Connect and Doc.It Explore - which are smaller versions of the Suite. If you feel those might be a better fit for the features you're using, please feel free to reach out to us and we can discuss. info@doc-it.com SD Seth D. CPA Accounting ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 25, 2019 Pros It is a very complex software behind the scenes but very user friendly for users Cons I can't think of anything at the moment that I don't like about the software Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 29, 2019 Seth: Thanks for the feedback. We work hard to delight our clients with our customer service, so the 5 star rating is good to hear. Kevin - President Anthony M. Staff Accountant Accounting ### "Good Tax Database for Small to Medium Sized Firms" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 16, 2018 Using Doc.it Suite at a small/Local accounting firm (roughly staff of 60 professionals) to track and manage workflow of the tax department and use as a database for working papers. Pros The workflow management ability to assign binders to and from staff members. Cons The Universal Reported function can take long at time when generating reports. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 18, 2018 Thanks Anthony. We always appreciate the feedback from users. There will be an update out soon with Universal Reporter enhancements. AB Angela B. IT Support/Admin Accounting ### "Superior Product and Customer Support Team" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 26, 2017 Very user friendly and reliable client document organization. Pros Doc.It does what it is designed to do, and does it very well. Very intuitive navigation, and definitely makes your life easier if you make use of all the wonderful features offered. Autofile is your best friend! The Doc.It team has proven to be very responsive and helpful. Highly recommended software. Cons Unable to customize portal delivery email. Clients tend to disregard the notifications as spam. Job Queue could be more user-friendly and offer more options. We would LOVE to see an option to Autofile based on the client's Social Insurance Number. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 30, 2017 Andrea: Thank you for your feedback. I always appreciate hearing the team is executing the way we hope in supporting our clients. We continue to evolve our software based on client feedback and yours is in line with feedback from others. Kevin, COO SL Shabir L. Partner Accounting ### "steadily declined over the years as Docit grew. Standard answer from support is "the next update"" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 May 17, 2017 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. Pros 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. Cons 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 19, 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 [View all Reviews](https://www.capterra.com/p/130194/Doc-It-Suite/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)