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features
design
support

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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

Transform your content for the age of artificial intelligence by discovering how Microsoft Syntex facilitates effortless management and integration of content within collaborative environments and workflows. Gain insights into content organization with features like AI-driven summarization, translation, auto-assembly, and annotations that are built into Microsoft 365 and Teams. Additionally, expand your content applications using high-volume containers, extensive data, and robust APIs that empower development. Furthermore, ensure the analysis and protection of your content throughout its lifecycle by utilizing AI-enhanced security and compliance measures, as well as efficient backup and restore options alongside sophisticated content management solutions. Embracing these tools will not only streamline processes but also enhance productivity across your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax Yes 
CCH ProSystem fx Yes 
CCH iFirm Yes 
CS Professional Suite Yes 
CaseWare IDEA Yes 
Caseware Corporation Tax Yes 
DT Practice Yes 
Docusign Yes 
Docusign Insight Yes 
Drake Tax Yes 
Intuit ProSeries Tax Yes 
Microsoft 365 No 
Microsoft SharePoint No 
Microsoft Teams No 
Microsoft Viva No 

Integrations

CCH Axcess Tax No 
CCH ProSystem fx No 
CCH iFirm No 
CS Professional Suite No 
CaseWare IDEA No 
Caseware Corporation Tax No 
DT Practice No 
Docusign No 
Docusign Insight No 
Drake Tax No 
Intuit ProSeries Tax No 
Microsoft 365 Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Microsoft Viva Yes 

Pricing Details

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Trial No 
Free Version No 

Pricing Details

$5 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Doc.It Inc.

Founded

2001

Country

Canada

Website

www.doc-it.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

www.microsoft.com/en-us/microsoft-syntex

Product Features

Content Collaboration

Client Portal Yes 
Cloud Storage Yes 
Digital Asset Management Yes 
Document Creation / Editing Yes 
Document Management Yes 
Electronic Signature Yes 
Feedback Management No 
File Sharing Yes 
Messaging / Discussion No 
Real-Time / Interactive Editing Yes 
Roles / Permissions Yes 
Search Yes 
Version Control Yes 
Video / Image Editing No 
Workflow / Approval Process Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management No 
Electronic Signature Yes 
Escalation Management Yes 
Periodic Review Yes 
Version Control Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

PDF

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

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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