Audience
Accounting Firms
About Doc.It by IRIS
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency.
Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents.
Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users.
There are three product options depending on your firms needs.
1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations.
2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage.
3. Doc.It Explore is the starting point for document storage. and includes the PDF editor
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Pricing
Starting Price:
$29.00/month/user
Pricing Details:
$39.00/month/user
$29.00/month/user 40+ users
$29.00/month/user 40+ users
Integrations
Company Information
Doc.It Inc.
Founded: 2001
Canada
www.doc-it.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Doc.It by IRIS Frequently Asked Questions
Doc.It by IRIS Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
File Sharing
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Workflow / Approval Process
Feedback Management
Messaging / Discussion
Video / Image Editing
Document Control
Archiving & Retention
Automated Routing
Change Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Compliance Management
Document Generation
Batch Processing
Collaboration
Digital Signature
Multiple Output Formats
Templates
Interaction Tracking
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Document Version Control
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
Revision History
Version Comparison
Version Rollback
For Engineering Documents
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Portal
Collaboration
Content Management
Document Management
File Sharing
Search
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