--- description: ¿Qué piensan los usuarios de Doc.It Suite? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Doc.It Suite gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Doc.It Suite - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión documental](/directory/30063/document-management/software) > [Doc.It Suite](/software/130194/doc-it-suite) # Doc.It Suite Canonical: https://www.capterra.co.cr/software/130194/doc-it-suite Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/130194/doc-it-suite?page=2) > Soluciones de gestión de documentos, flujo de trabajo y portal web para estudios contables > > Veredicto: 24 usuarios lo han valorado con **4.0/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Doc.It Suite? Sector de contabilidad Profesionales de contabilidad e impuestos Contables ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.0/5** | 24 Opiniones | | Facilidad de uso | 4.0/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.1/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.0/5 | Basado en las opiniones generales | | Funciones | 3.9/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: IRIS Software Group - **Constitución**: 2004 ## Contexto comercial - **Precio inicial**: USD 27,00 - **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1 000 - **Despliegue y plataformas**: Cloud, SaaS, Web, Windows (desktop), Windows (local), Linux (local), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Reino Unido ## Funciones - Almacenamiento de documentos - Archivo y conservación - Automatización de procesos empresariales - Búsqueda de texto completo - Búsqueda/filtro - Captura de documentos - Clasificación de documentos - Configuración de flujos de trabajo - Control de procesos de aprobación - Control de versiones - Controles o permisos de acceso - Conversión de archivos - Creación de informes y estadísticas - Creación de informes/análisis - Firma electrónica - Flujo de trabajo de aprobación - Gestión de clientes - Gestión de documentos - Gestión de flujos de trabajo - Gestión de formularios - Gestión de proyectos - Gestión de tareas - Herramientas de colaboración - Portal de clientes - Seguimiento de fechas de vencimiento - Seguimiento de la conformidad - Seguimiento del tiempo - Third-Party Integrations - Uso compartido de archivos ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de gestión documental](https://www.capterra.co.cr/directory/30063/document-management/software) ## Categorías relacionadas - [Software de gestión documental](https://www.capterra.co.cr/directory/30063/document-management/software) - [Programas de gestión de operaciones contables](https://www.capterra.co.cr/directory/31360/accounting-practice-management/software) - [Software de gestión del flujo de trabajo (workflow)](https://www.capterra.co.cr/directory/30091/workflow-management/software) - [Software de gestión de contenidos CMS](https://www.capterra.co.cr/directory/10007/content-management/software) ## Alternativas 1. [Contentverse](https://www.capterra.co.cr/software/131559/contentverse) — 4.1/5 (19 reviews) 2. [PandaDoc](https://www.capterra.co.cr/software/131735/pandadoc) — 4.5/5 (1243 reviews) 3. [Square 9](https://www.capterra.co.cr/software/161845/square-9) — 4.5/5 (141 reviews) 4. [Wrike](https://www.capterra.co.cr/software/76113/wrike) — 4.4/5 (2887 reviews) 5. [M-Files](https://www.capterra.co.cr/software/122215/m-files) — 4.4/5 (274 reviews) ## Opiniones ### "Recommend Doc.it Suite for mid to large firms" — 5.0/5 > **Tre** | *10 de julio de 2023* | Contabilidad | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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\! ----- ### "Doc-IT - Robust and Essential" — 5.0/5 > **Bryan** | *6 de diciembre de 2019* | Contabilidad | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 de mayo de 2017* | Contabilidad | Valoración de la recomendación: 3.0/10 > > **Puntos a favor**: 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. Once the setup matter are dealt with on Portal (see below) use of portal is simple and easy. > > **Puntos en contra**: Lack of ability to use with multiple locations having access to the archive other than over a terminal server. Every time something is wrong and we talk to tech support - the response is "we hope that is in the next update" 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. 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. ----- ### "Doc-It supports our accounting firm in using documents in pdf form, scanning, creating and archiving" — 5.0/5 > **Dan** | *12 de mayo de 2017* | Contabilidad | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. 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. Our clients like the portal software, where we host the portal in-house using secure SSL transport stra > > **Puntos en contra**: 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. 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. ----- ### "Doc.It is a Really Good DMS" — 5.0/5 > **Jill** | *8 de febrero de 2020* | Contabilidad | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/130194/doc-it-suite?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/software/130194/doc-it-suite) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | pt | | | pt-PT | | ----- ## Datos estructurados