The Auto-Forms Recognition feature in Doc.It Suite 3.3 detects documents produced by software applications such as tax preparation, bookkeeping and Microsoft office and the Universal Search function enables users to search across any Binder, where data files like Word, Excel and emails are managed.

A new Intelligent Scan Cover Page feature allows users to print distinct cover pages to automate the entry of files to specified locations in WIP Binders or the Archive as scanned. It also features a new manual format with improved illustrations and tips for users and a complete re-write.

This release also includes AutoFill which automatically recognizes, names and store large batches of documents like invoices or tax returns in the correct client folder. And it has an enhanced "Print Scan Cover Page” which prints the scan cover page to paper and places it on top of a prepared scan job. Doc.It also has CCH tax software integration which causes the tax software to jump to the appropriate section of the tax return when a tax slip is selected in the client’s WIP Binder, similar to CCH Scan and support has been added to the CaseWare Link and Batch Print.

Price: $150 per user plus professional service fees. Doc.It: (888) 693-6248.