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Average Ratings 0 Ratings

Total
ease
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

PortalProdigy serves as an agile web publishing and content management platform that grants you immediate access to all the aforementioned features. With its impressive capabilities, PortalProdigy allows for implementation without any coding through user-friendly menu-driven configurations, which considerably cuts down on both the time and costs associated with website development. You will benefit from an unparalleled range of functionalities. The platform simplifies the process of designing a visually appealing and professional Home Page that effectively showcases your products and services while guiding visitors to find what they need. Additionally, PortalProdigy includes a Home Page Builder that facilitates easy updates and modifications to your content. It also offers options for automatically displaying fresh content on your Home Page, such as current events, news, products, and resources. Furthermore, your Home Page is seamlessly integrated with PortalProdigy's overall system, ensuring that visitors enjoy a consistent branding experience and streamlined navigation throughout the site. This makes PortalProdigy not only a powerful tool for website management but also an essential asset for enhancing user engagement.

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
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
Docusign
Docusign Insight
Drake Tax
Intuit ProSeries Tax

Pricing Details

$29.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

Brolin

Website

www.brolinsoftware.com

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

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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