--- title: "Doc.It Suite Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Doc.It Suite the right Content Collaboration solution for you? Explore 24 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/130194/Doc-It-Suite/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Doc.It Suite 4 (24) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of Doc.It Suite Ease of use 4.0 Customer Service 4.1 ## Showing most helpful reviews Showing 1-24 of 24 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Owner Used the software for: 3-5 years ### "Recommend Doc.it Suite for mid to large firms" July 12, 2023 5.0 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 Bryan W. Senior Manager IT & Operations Used the software for: 3-5 years ### "Doc-IT - Robust and Essential" December 11, 2019 5.0 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 R Reviewer Partner Used the software for: 3-5 years ### "steadily declined over the years as Docit grew. Standard answer from support is "the next update"" May 17, 2017 2.0 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 R Reviewer Senior Consultant Used the software for: 3-5 years ### "Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving" May 15, 2017 5.0 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. Pros 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 Cons 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. Review Source R Reviewer Tax Used the software for: 3-5 years ### "Doc.It is a Really Good DMS" February 10, 2020 5.0 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. Review Source Verified Reviewer Fund Accounting and Operations Intern Used the software for: 1-3 years ### "Doc.It Suite Review" November 18, 2019 5.0 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 R Reviewer CPA Used the software for: Less than 1 year ### "Unsatisfied" December 21, 2023 2.0 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 R Reviewer Staff Accountant Used the software for: 3-5 years ### "Good Tax Database for Small to Medium Sized Firms" October 18, 2018 4.0 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 R Reviewer CPA/Partner Used the software for: 3-5 years ### "Favorable and productive" May 17, 2017 4.0 Efficient workflow. Pros Helps our firm work more efficiently. Keeps us more organized and on track. I like that rules can be set to lock files down so they can't be edited or deleted. Cons I really wish files could be edited without having to open them up in the PDF editor. It would be so useful and a time saver to be able to edit documents in the preview window. I also really wish email files could be drag and dropped into the application easily without having to print them to my inbox and then save them over. I also do not like the roll forward process. It's cumbersome and requires a lot of our staff resources. Review Source R Reviewer IT Manager Used the software for: 3-5 years ### "Doc-It continually makes a better product at a better price and supports it well. " May 15, 2017 4.0 Ease of looking up items (just a few clicks and we have what we need), central repository, ease of scanning and sorting items. A lot less paper. Logging and tracking work. Pros Once set up it is very easy to use and maintain. Customer Support is stellar. Offers more features and functionality without add-ons than the competition. They take feedback well and generally put in the features we ask for or help to resolve any issues we have - features, functionality and/or troubleshooting new items. Cons Not fluid integration with all CCH and ThomsonReuters products - due to not being part of their suites. Would like it to be a little faster - recent improvements have helped, but it still needs to be faster. Review Source R Reviewer Associate Used the software for: 3-5 years ### "The updates have made the software less user-friendly." May 16, 2017 4.0 The paperless feature and the quick accessibility of documents. There is no more searching for lost documents. Pros The best feature is the quick accessibility of documents. It is very nice to be able to access information while talking with a client on the telephone. This is a good program, but there are several areas that need improvement. Cons The updated calculator is horrible. Also, the program has become less user-friendly after the updates. There should be a copy feature from other documents. Review Source R Reviewer Partner Used the software for: 1-3 years ### "Significantly changed the way our practice approaches client services." May 15, 2017 4.0 Organization and efficiency provided our firm a game changing experience in how we can service our client base. Work flow platform should be developed further. Pros Upfront support was invaluable in setting up our firm in Doc It. With a few clicks of the mouse, I can have access to client information regardless of type of engagement or period to speak directly to with the client during a meeting or phone call. Cons I believe there is an opportunity to incorporate a CRM to capture the total client service experience. There may be an strategic alliance with say Client Track that could be incorporated to provide users an even more powerful tool. Review Source R Reviewer Principal Used the software for: 3-5 years ### "Long-time doc-it user" May 17, 2017 4.0 Pros The integration between Scanning, OCR & archive is useful. Work in process binders helped clean up and organize document storage. Cons Difficult to access files remotely, pen input laggy, PDF editor not compatible with some of the common PDF files that we download & use and have to use a competitors product. Still confused in the UI why you can access an archive via the archive explorer or binder explorer, and both can be made to have the same layout. Review Source R Reviewer Director Used the software for: 3-5 years ### "A long learning curve. Felt like a computer programmer when started using program" May 17, 2017 3.0 Less paper in the office Pros Ability to store documents in pdf. Easy to convert from jpeg to pdf. It is a paperless filing cabinet. It frees up physical space in my office and reduces paper printing. Ability to customize with filing options. Cons It crashes when I try to drag and drop from Outlook email. It crashes when I try to send an email with password protection and I drag and drop the protected pdf icon too quickly. Review Source R Reviewer IT Support/Admin Used the software for: 1-3 years ### "Superior Product and Customer Support Team" May 26, 2017 5.0 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 R Reviewer Network Administrator Used the software for: 3-5 years ### "The Doc.It Suite of products works very well in our environment." June 15, 2017 4.0 Among other things, Doc.It allows us to better adhere to our retention policies. Pros The PDF Editor is top-notch. Great stamps, abilities to modify size and shape of document and include notes and diagrams. Cons The workflow product seems to be the weakest link in the suite. But to be truthful, we haven't used it a whole lot. Review Source R Reviewer Administrator Used the software for: 3-5 years ### "Doc It has been an excellent tool in our office as we have moved to a "less paper" environment. " June 15, 2017 4.0 Document management, filing efficiencies, and ease of use are all benefits. Pros The best part of Doc It is its document organization. The archive and the editor are also excellent tools for any office . Software support has also been excellent. Cons I can't think of any truly negative aspects of Doc It perhaps doing updates? It's difficult to criticize a tool that is so valuable and effective. Review Source R Reviewer Senior Accountant Manager Used the software for: 3-5 years ### "Great experience using Doc.It. Is everything you can expect from a Document Management standpoint." May 15, 2017 5.0 Pros We like the slick doc.it editor editing tools that come with the software. The ability to add actual digital signatures is a major plus for a transition to a paperless office. Cons There have been issues with autofile feature if your office is not setup properly. However, with careful startup planning I can see how this would be a very smooth feature. Review Source R Reviewer M.I.S.T Used the software for: 3-5 years ### "a very good document managment product with good support team. I find there is still growth to come." May 15, 2017 3.0 Pros it does what it is made to do well. The one license structure works well for our firm as well. one license for a product with many usable features. Cons The web portal I think need to be more simply to configure and manage. There is other portal comcept they should consider in the design that are secure and easier to manage and implement Review Source R Reviewer Manager Used the software for: 3-5 years ### "Doc-it provides one with ease to paperless record keeping." May 17, 2017 5.0 Ease of paperless record keeping. Pros The ability to annotate and mark-up documents with ease and allows paperless record keeping. The customer support is great when any issues result. Cons One area doc-it can improve on is being able to remove sign-off stamps - as these cannot be deleted once you close the document. Review Source R Reviewer Partner Used the software for: 1-3 years ### "Use Doc-It Daily" September 5, 2017 5.0 We are a 10 person accounting firm and I use Doc.It everyday to store all my tax documents and track where all my work is (workflow). I can easily find documents when a client needs them and I know what all my staff are working on at all times. Doc.It has made my firm much more efficient and saves me and my partners plenty of time. I can work from the cottage if necessary. Support is excellent as well. They really understand their product and the type of work we do here. They have a really cool PDF Editor also. Pros Value. PDF Editor. Workflow. Scan tools Review Source R Reviewer Partner Used the software for: Less than 1 year ### "New users - less than 12 months" May 15, 2017 4.0 Time savings and workflow Pros Makes things easier from your desk chair, the workflow is good but would like to see some changes. The pdf editor is easy to use too. Cons Sometimes the system is slower compared to other programs/systems. A good example would be the changing the file name. In Doc.it takes a couple of seconds to get to the name change, but in windows explorer it is immediate. Review Source R Reviewer CPA Used the software for: 1-3 years ### "Review" January 29, 2019 4.0 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 R Reviewer Manager Used the software for: Less than 1 year ### "Not so great" February 14, 2020 2.0 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.