---
description: Learn more about Doc.It Suite price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
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title: Doc.It Suite Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/30063/document-management/software) > [Doc.It Suite](/software/130194/doc-it-suite)

# Doc.It Suite

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> Document Management, Workflow and Web Portal Solutions for Accounting Firms
> 
> Verdict: Rated **4.0/5** by 24 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Doc.It Suite?

Accounting Industry&#10;Accounting \&amp; Tax Professionals&#10;Accountants

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 24 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 4.1/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: IRIS Software Group
- **Founded**: 2004

## Commercial Context

- **Starting Price**: US$27,00
- **Pricing model**: Other
- **Pricing Details**: Doc.It Suite is available on monthly subscriptions for minimum 3 licenses. Details include:&#10;3 to 40 licenses - $26/license/month&#10;More than 40 licenses - $36/license/month
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1 000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United Kingdom

## Features

- Access Controls/Permissions
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Business Process Automation
- Client Management
- Client Portal
- Collaboration Tools
- Compliance Tracking
- Document Capture
- Document Classification
- Document Management
- Document Storage
- Due Date Tracking
- Electronic Signature
- File Conversion
- File Sharing
- Forms Management
- Full Text Search
- Project Management
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Task Management
- Third-Party Integrations
- Time Tracking
- Version Control
- Workflow Configuration
- Workflow Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Document Management Software](https://www.capterra.co.za/directory/30063/document-management/software)

## Related Categories

- [Document Management Software](https://www.capterra.co.za/directory/30063/document-management/software)
- [Actuarial Software](https://www.capterra.co.za/directory/31360/accounting-practice-management/software)
- [Workflow Management Software](https://www.capterra.co.za/directory/30091/workflow-management/software)
- [Content Management Systems](https://www.capterra.co.za/directory/10007/content-management/software)

## Alternatives

1. [Contentverse](https://www.capterra.co.za/software/131559/contentverse) — 4.1/5 (19 reviews)
2. [PandaDoc](https://www.capterra.co.za/software/131735/pandadoc) — 4.5/5 (1243 reviews)
3. [Square 9](https://www.capterra.co.za/software/161845/square-9) — 4.5/5 (141 reviews)
4. [Wrike](https://www.capterra.co.za/software/76113/wrike) — 4.4/5 (2887 reviews)
5. [M-Files](https://www.capterra.co.za/software/122215/m-files) — 4.4/5 (274 reviews)

## Reviews

### "Recommend Doc.it Suite for mid to large firms" — 5.0/5

> **Tre** | *10 July 2023* | Accounting | Recommendation rating: 9.0/10
> 
> **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.
> 
> Customer support has always been top-notch. Appreciate the help and effort\!

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### "Doc-IT - Robust and Essential" — 5.0/5

> **Bryan** | *06 December 2019* | Accounting | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "steadily declined over the years as Docit grew. Standard answer from support is "the next update"" — 2.0/5

> **Shabir** | *17 May 2017* | Accounting | Recommendation rating: 3.0/10
> 
> **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.&#13;&#10;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.&#10;Every time something is wrong and we talk to tech support - the response is "we hope that is in the next update"&#10;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.&#10;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.
> 
> 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.

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### "Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving" — 5.0/5

> **Dan** | *12 May 2017* | Accounting | Recommendation rating: 9.0/10
> 
> **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.  &#13;&#10;&#13;&#10;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.&#13;&#10;&#13;&#10;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.&#10;&#10;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.
> 
> 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.

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### "Doc.It is a Really Good DMS" — 5.0/5

> **Jill** | *08 February 2020* | Accounting | Recommendation rating: 8.0/10
> 
> **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.

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## Links

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