Doc It Easy

Doc It Easy: Streamline Your Document Management

Doc It Easy is a powerful document management solution designed to help accounting and tax professionals manage their documents efficiently. It offers a range of features to capture, store, archive, and organize documents, making it easier to access and share information securely.

Benefits

Doc It Easy integrates document scanning, OCR (Optical Character Recognition), and archiving functions into one comprehensive solution. This integration simplifies document management and reduces the need for physical storage. The software also includes a secure client portal, which enhances document sharing and security. With Doc It Easy, users can quickly access and organize documents, improving efficiency in client interactions.

Use Cases

Doc It Easy is ideal for small to large tax and accounting businesses with 15 to 300 employees. It is also used in legal services, financial services, education, technology, healthcare, and hospitality. The software's features, such as workflow management, work binders, PDF editing, and advanced forms recognition, make it a versatile tool for various industries.

Pricing

Doc It Easy offers two pricing options: an on-premise solution starting at $29 per license per month and a cloud solution starting at $54 per license per month. Both solutions include free phone and email support, as well as free updates and upgrades. However, there is no free trial or free version available.

Vibes

Users have praised Doc It Easy for its ability to improve productivity and efficiency. Ian Woodman, a satisfied user, noted that the time spent reviewing files has decreased significantly, and staff productivity has improved. Kevin Beausoleil also highlighted the software's efficiency, stating that the benefits exceeded his expectations.

Additional Information

Doc It Easy is compatible with Windows operating systems and can be deployed either in the cloud or on-premises. It is a robust document management solution that enhances productivity and efficiency for accounting and tax professionals, as well as other industries.