• Business Application Directory

    We support hundreds of software applications – catering to CPA firms, accounting professionals, and SMBs.

Doc.it is a powerful document management software that provides an efficient solution to gather, store, and process business data. It integrates with various accounting and tax software applications, including Drake and ProSystem software, for a seamless workflow.


Connect- $16/license/month

Explore- $21/license/month

Suite- $36/license/month


CCH ProSystem fx Tax Software, Drake Software, UltraTax Software, Lacerte, ProSeries, and DocuSign.

Visit Website

Features And Benefits

Organize Documents

Doc.it helps to maintain files and orders in an organized list. It contains documents that store files in their native format for easy retrieval.

Edit PDFs

Doc.it enables users to annotate, bookmark, highlight documents, merge, and link different pages. Also, run electronic calculator tapes for better accounting experience.

Ensure Compliance

Doc.it Policy Manager ensures uniformity across the firm and allows you to impose various rules and policies for the firm’s file naming and location.

Customizable Reports

With Doc.it, users can generate customizable reports with detailed data and can access the information at any time to make the right business decision.

Easy Search

Doc.it makes it easy to find documents and other information stored in its archive drive or Work Binders folder through specific keywords or phrases.

Online Portal

Doc.it provides a Web Portal to share and access various financial files, invoices, tax returns, and other business reports.

Doc.it and Your Favorite Tax Software On The Same Cloud Environment

Host Doc.it with the tax software on the cloud for added mobility and flexibility. Get advanced security and scalability of different resources, such as RAM, number of users, and storage space for a seamless workflow. Choose Ace Cloud Hosting for advantages like:

99.999% Uptime Guarantee

Bank-level Security

100-day Rolling backup

Always-on Support

Business Continuity and Disaster Recovery

10-day Free Trial

Chat With A Solutions Consultant

Back to Top
// Webinar Popup design Modal by Anand-16-3-2022