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features
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Description

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

Description

Greenbox is an innovative document management system that combines a business process management system with a unique document management system. It is a Document Management System which allows for the storage, tracking, retrieval, and management of documents. Anybody with permission can access any file, regardless of where it is located. The system ensures complete confidentiality and safety of the documents and is designed for simplifying otherwise complex operations. Greenbox gives the user access to many features, including unlimited folders and subfolders and Solr OCR/text searching inside an image, document restoration, document versioning, granular access control, and advanced document control. Its most notable features include document approval workflow, intelligent handling of metadata, and an attractive pricing bracket.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Discus Artwork Manager
Discus Kriya
Discus QMS
Docusign
Docusign Insight
Drake Tax
Intuit ProSeries Tax

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Discus Artwork Manager
Discus Kriya
Discus QMS
Docusign
Docusign Insight
Drake Tax
Intuit ProSeries Tax

Pricing Details

$29.00/month/user
Free Trial
Free Version

Pricing Details

$9.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Doc.It Inc.

Founded

2001

Country

Canada

Website

www.doc-it.com

Vendor Details

Company Name

DiscusIT

Founded

2009

Country

India

Website

www.discusit.com/greenbox-dms

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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
For Engineering Documents
Revision History
Version Comparison
Version Rollback

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

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
For Engineering Documents
Revision History
Version Comparison
Version Rollback

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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