Doc.It B2B Case Studies & Customer Successes

Doc.It has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®'s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.

Case Studies

Showing 27 Doc.It Customer Success Stories

Arsement Redd & Morella achieves faster document access and paperless efficiency with Doc.It

Arsement Redd & Morella

Brown LLP boosts productivity and eliminates paper files with Doc.It

Brown LLP

Sherry Galesloot

Senior Accounting Technician

Buller, Wuite, Olsson & Rosenberg, PC Improves Tax Prep Efficiency with Doc.It

Buller, Wuite, Olsson & Rosenberg, PC

Bobbie Rosenberg

Certified Public Accountant

Buttle and Tavano boosts productivity and profitability with Doc.It

Buttle and Tavano

Carrie Ware & Company boosts paperless efficiency with Doc.It

Carrie Ware & Company

Cassell & Hendricks, CPA PA streamlines paperless document management with Doc.It Suite

Cassell & Hendricks, CPA PA

Branden Daniels

CPA, Partner

Collins Barrow achieves standardized, efficient document management with Doc.It

Collins Barrow

CPA Group of Laramie improves document management and storage with Doc.It

CPA Group of Laramie

Terrie Anderson

Office Manager

Davies & Associates achieves a paperless practice with Doc.It

Davies & Associates

Demers Beaulne reduces offsite storage and streamlines document sharing with Doc.It

Demers Beaulne

Donald M. Grefe, CPA achieves a paperless, efficient workflow with Doc.It Suite

Donald M. Grefe, CPA

Don Grefe

Certified Public Accountants,Owners

EPR Gordon C Ferguson & Co. achieves greater efficiency and paperless workflows with Doc.It

EPR Gordon C Ferguson & Co

Feldstein & Associates LLP improves document security and workflow with Doc.It Suite

Feldstein & Associates LLP

Judy Burgess

Accounting Tech and Office Administrator

Fulvio & Associates improves document management and workflow with Doc.It

Fulvio & Associates

Grooms & Harkins boosts tax-season productivity with Doc.It

Grooms & Harkins

Hyatt Lassaline LLP improves document access and client response times with Doc.It

Hyatt Lassaline LLP

Joseph P. Handy CPA PLC streamlines document management with Doc.It

Joseph P. Handy

Kennedy McKee & Company improves file retrieval and turnaround time with Doc.It

Kennedy McKee & Company

Lapp, Fatch, Myers and Gallagher improves client service and document access with Doc.It Suite

Lapp, Fatch, Myers and Gallagher

Pat Malvarose

Firm Administrator

Leckie & Associates, LLP boosts productivity and profitability with Doc.It

Leckie & Associates, LLP

Lorenz & Currie CA achieves greater efficiency with Doc.It Suite

Lorenz & Currie CA

Richer

Partner

LublinSussman Group achieves paperless efficiency with Doc.It

LublinSussman Group, LLP

Lutz and Carr, LLP - Customer Case Study

Lutz and Carr, LLP

Martin Berkowitz

Partner

Rozovics Group achieves firm-wide document standardization and workflow efficiency with Doc.It

Rozovics Group, LLP

Jeff Rozovics

Managing Partner

Urish Popeck & Co. boosts efficiency and profitability with Doc.It

Urish Popeck & Co., LLC

Weiler & Company achieves secure archive storage and file transfer with Doc.It

Weiler & Company

Woodman White Olson & Co. improves productivity, profitability, and risk mitigation with Doc.It

Woodman White Olson & Co LLP

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