Technology-Focused Continuing Professional Education



Company Overview

Doc.It provides an integrated suite of applications designed to assist public accounting firms in managing the ever-increasing volume of documents under their control and the workflows associated with these documents. Founded in 2001, Doc.it currently serves firms of all sizes throughout North America.With deep integrations into firm-centric applications such as CaseWare, ProSystem fx Engagement, Microsoft Outlook, fax appliances, and virtually all practice management and other applications, Doc.It facilitates improved organization and efficiency within firms by helping team members to manage virtually all types of documents and workflows. Doc.It Perhaps the benefits associated with using Doc.It are best illustrated by the numerous industry awards the company has received including the following:

  • Accounting Firm Operations and Technology Survey 2016 Risk Mitigation Award
  • CPA Practice Advisor 5-Star Award
  • K2 Enterprises Quality Award
  • CPA Practice Advisor Technology Innovation Award
You can learn more about Doc.It by visiting www.doc-it.com or by continuing to read below.

Learn More About Doc.it from K2 Enterprises


Click here for more information on integrating Doc.It with CaseWare

Click here for more information on integrating Doc.It with ProSystem fx Engagement

doc.it Suite

Doc.It Suite
is a fully-integrated, cloud-enabled set of document management, storage, and workflow tools designed to assist public accounting firms in attaining better profitability through “paperless” processes. Included in the Doc.It Suite are the following tools, each of which fully integrates with all the other tools in the suite and with various external applications.

Doc.It Archive is the long-term document storage component of Doc.It Suite. Using Doc.It Archive, you can easily store PDF documents that are fully-indexed and tagged with appropriate records retention policies. You can also easily send documents from Doc.It Archive to clients through the integration with Doc.It Portal. And, although Doc.It Suite is a cloud-enabled service, if you would prefer to store your data on your local server, you maintain that option with Doc.It.

Doc.It Inbox is a temporary storage tool used to house “active” documents – in their native format – prior to sending them to Doc.It Archive, co-workers, Doc.It Work Binders, or other systems.

Doc.It PDF Editor provides PDF editing capabilities so that Doc.It Suite users can mark-up, edit, and rearrange PDF documents managed in Doc.It Suite. It also provides users with the ability to create and apply calculator tapes and tick marks to PDFs.

Doc.It Policy Manager allows firms to create and automatically apply policies – such as file naming and storage location policies – to all documents managed in Doc.It Suite. Using these policies, firms can increase efficiencies by ensuring that there is uniformity and consistency in document storage practices.
Doc.It Scan and Organize interfaces with your scanners to facilitate scanning and Optical Character Recognition (OCR) of documents into Doc.It Suite. The tool’s form recognition engine is capable of automatically identifying, naming, and organizing a countless number of document types. Further, because Doc.It Scan and Organize runs OCR, documents are searchable, potentially saving hours per user, per year when trying to locate specific elements of data.

Doc.It Web Portal is used to allow client and other third-party access – such as bankers and investors – access to documents stored in the Doc.It Suite. In addition, clients can also use Doc.It Web Portal to securely send sensitive information to a firm. Examples of documents typically stored or transmitted using Doc.It Web Portal include tax returns, financial statements, QuickBook data files, and Excel workbooks.

Doc.It Work Binders are electronic binders of documents and files stored in their native format. Using Doc.It Work Binders, you can keep all documents and files related to a particular project or engagement in a single electronic binder, easily accessed by team members working on the project or engagement. Once the project or engagement is completed, you can publish the binder to the Doc.It Archive for long-term storage.

Doc.It Workflow can be used to help manage all engagement types, ranging from simple individual tax returns to complex audit or consulting engagements. With Doc.It Workflow, you can establish and monitor due dates, assign tasks to team members, and electronically route a task or project to the appropriate team member.

In addition to the specific components outlined above, Doc.It Suite includes native search capabilities that facilitate quick and easy location and identification of documents of interest. Doc.It Suite also contains native “publishing” capabilities, allowing users to create fully-bookmarked, searchable PDFs of all documents related to an engagement. Doc.It Suite automatically stores the published PDF in the Doc.It Archive.


Doc.It Suite is offered in a subscription model and firms can add and remove users on demand, without the headaches and hassles of long-term contracts. Of course, in a subscription model, pricing is based on the number of users of the service and varies, as shown below.

  • For firms with 1 – 10 users, pricing is $35 per license, per month.
  • For firms with 11 – 40 users, tiered pricing is in effect starting at $35 per license, per month for the first 10 users. For the next 20 users, pricing is $30 per license, per month. For the next 10 users, pricing is $25 per license per month.
  • For firms with more than 40 users, pricing is $25 is per license, per month.

In all cases, the monthly subscription fees include unlimited phone and email-based support, all updates and upgrades, unlimited access by all team members and clients to the Doc.It Web Portal, and integrations with other software programs. Additionally, Doc.It strongly recommends training team members on how to realize the best productivity gains from Doc.It Suite; Doc.It offers both web-based and on-site training options for an additional fee.

Instead of monthly cost, perhaps a more useful estimate the value of Doc.It Suite lies in a measure of Return on Investment (ROI.) To illustrate, assume that each team member in a Doc.It Suite-enabled firm of ten users saves 5 minutes per workday as a direct result of being able to manage documents and workflows more efficiently. Further assume that just 50% of these time savings are converted into additional billings and that the average billing rate across the firm is $175 per hour. In a month of twenty workdays, the firm would bill an additional $1,458 per month, compared to its Doc.It Suite subscription fees of $350 per month. Over an entire year, this translates into additional profits of $13,300, and yields an ROI of 417%!

Additional Doc.It Resources

Case studies

Investigate Doc.It for a Firm of Your Size


White Papers



Better Financial and Operational Reporting with QuickBooks

Course Description

Over 4 million small businesses and their accountants use QuickBooks software, yet many struggle with getting necessary reports from this market-leading application. If you are looking to obtain better, more insightful financial and operational reports from QuickBooks software, then you should participate in this session to learn how to get the information you need, when you need it, from QuickBooks.

In this session, you will learn not only how to take full advantage of the built-in report library in QuickBooks, but also how to link many of these reports to Excel so that you can simply refresh them moving forward. In addition, you will learn how to build financial statements that consolidate data from multiple QuickBooks data files and also how to work effectively with QuickBooks Statement Writer. Further, you will learn how you can use Open Database Connectivity to create real-time links between your QuickBooks databases and desktop productivity tools such as Microsoft Office Excel and Access. In short, if you work with or support QuickBooks software, then this session is “must-see CPE!”

Learning Objectives

Upon completing this session, you should be able to

  • Utilize QuickBooks’ built-in reports to their fullest potential;
  • Export financial reports to Excel with linked data flowing into the report from QuickBooks;
  • Create combined (consolidating) reports from multiple QuickBooks companies;
  • Work efficiently with the QuickBooks Statement Writer; and
  • Construct reports that utilize Open Database Connectivity (ODBC) to link data from QuickBooks into other reporting applications, including Excel

CPE Credit: Recommended for 2 hours Specialized Knowledge and Applications
Instructional delivery method: Group-live demo and discussion using color computer projection
Prerequisites: Fundamental understanding of basic QuickBooks operations
Program level: Intermediate
Advance preparation: None
Who should attend: Accounting and financial professionals seeking to enhance the financial and operational reports generated by QuickBooks



Privacy Policy for www.k2e.com

Thank you for visiting our web site. This privacy policy tells you how we use personal information collected at this site. Please read this privacy policy before using the site or submitting any personal information. By using the site, you are accepting the practices described in this privacy policy. These practices may be changed, but any changes will be posted and changes will only apply to activities and information on a going forward, not retroactive basis. You are encouraged to review the privacy policy whenever you visit the site to make sure that you understand how any personal information you provide will be used.

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Privacy Contact Information

If you have any questions, concerns, or comments about our privacy policy you may contact us using the information below:

By e-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

By Phone: (888) 542-9390

Western CPE Webcasts

Western CPE offers some of the highest-quality webcasts available. Included in the Western CPE curriculum are a number of accounting, auditing, and tax subjects, along with technology-focused topics presented by K2 Enterprises. We encourage you to look below to learn more about webcast learning options available from Western CPE!

  • See and hear the highest-quality instructors
  • Ask questions and receive real-time answers
  • Select from courses scheduled on multiple days and times
  • Interact with other participants
  • Learn about a variety of topics—with no test required
  • Receive your certificate of completion by email within 1 business day



Education Partners

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