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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
The Seismic Enablement Cloud, a comprehensive platform, is designed to improve the ability of sales, marketing and customer success teams to engage and convert their customers. It includes a variety of features, including content management, coaching tools, and sales training. This ensures that teams have access to the right resources, at the right time. Seismic's powerful analytics allow users to track engagement, optimize performance and gain insights into the effectiveness of content and team activities. The platform uses AI and machine-learning to provide personalized content suggestions and streamline workflows. This makes it easier for teams and their members to collaborate and grow revenue. Seismic unifies enablement functions to help organizations improve sales effectiveness and accelerate the buyer's experience, ultimately achieving better business outcomes.
API Access
Has API
API Access
Has API
Integrations
Adobe Marketo Engage
Box
CCH Axcess Tax
CCH ProSystem fx
CS Professional Suite
DT Practice
Dropbox
Gong
InboxCRM by AppEQ
Microsoft 365
Integrations
Adobe Marketo Engage
Box
CCH Axcess Tax
CCH ProSystem fx
CS Professional Suite
DT Practice
Dropbox
Gong
InboxCRM by AppEQ
Microsoft 365
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
Seismic
Founded
2010
Country
United States
Website
www.seismic.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
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Content Creation
Advertising Content Creation
Case Study Creation
Collaboration Tools
Content Calendar
Content Creator Marketplace
Content Curation
Content Planning
Content Topic Research
Create Reports
Marketing Content Creation
Quiz Creation
Sales Content Creation
Template Creation
User-Generated Content
Video Content Creation
Visual Content Creation
Written Content Creation
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 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
Sales Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
