Compare Doc.It by IRIS vs. UnForm in 2026

UnForm

Learn More

Add To Compare

Average Ratings 0 Ratings

Total

ease

features

design

support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 19 Ratings

Total

ease

features

design

support

Read all reviews

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

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

API Access

Has API No

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

AddonSoftware No

CCH Axcess Tax Yes

CCH ProSystem fx Yes

CCH iFirm Yes

CS Professional Suite Yes

CaseWare IDEA Yes

Docusign Yes

Epicor BisTrack No

Epicor Eagle No

Epicor Eclipse No

Show More Integrations

Explore All 11 Integrations

Integrations

AddonSoftware Yes

CCH Axcess Tax No

CCH ProSystem fx No

CCH iFirm No

CS Professional Suite No

CaseWare IDEA No

Docusign No

Epicor BisTrack Yes

Epicor Eagle Yes

Epicor Eclipse Yes

Show More Integrations

Explore All 17 Integrations

Pricing Details

$29.00/month/user

$39.00/month/user
$29.00/month/user 40+ users

Free Trial No

Free Version No

Pricing Details

$500/month

Licensing Options: Hosted, Subscription or On-Premise

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 Yes

Mac No

Linux Yes

Chromebook No

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Customer Support

Business Hours Yes

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 Yes

Live Training (Online) Yes

In Person No

Vendor Details

Company Name

Doc.It Inc.

Founded

2001

Country

Canada

Website

www.doc-it.com

Vendor Details

Company Name

Synergetic Data Systems, Inc.

Founded

1988

Country

United States

Website

www.unform.com

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

Archiving

Access Control Yes

Data Deduplication Yes

Document Management Yes

Email Archiving Yes

Multimedia Archiving Yes

Retention Management Yes

Storage Management Yes

Version Control Yes

Web Archiving Yes

eDiscovery No

Business Process Automation

Business Process Management

Access Controls / Permissions Yes

Alerts / Notifications Yes

Business Process Automation Yes

Business Rules Management Yes

Collaboration Yes

Process Change Tracking Yes

Process Mapping Yes

Process Modeling & Design Yes

Visual Workflow Management Yes

Data Extraction

Disparate Data Collection Yes

Document Extraction Yes

Email Address Extraction Yes

IP Address Extraction Yes

Image Extraction Yes

Phone Number Extraction Yes

Pricing Extraction Yes

Web Data Extraction Yes

Document Collaboration

Access Control / Permissions Yes

Autosave Yes

Chat / Messaging No

Cloud Storage Yes

Comments / Annotations Yes

Edit / Change Tracking No

Electronic Signature Yes

Multiple File Formats Yes

Pre-made Templates Yes

Search Yes

User Tagging No

Version Control No

Workflow / Approval Process Yes

Document Control

Archiving & Retention Yes

Automated Routing Yes

Change Management No

Compliance Management No

Electronic Signature Yes

Escalation Management Yes

Periodic Review No

Version Control No

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 No

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 No

Version Comparison No

Version Rollback No

Electronic Data Capture

Audit Trail Yes

CRF Tracking No

Data Entry Yes

Data Verification Yes

Distributed Capture Yes

Document Imaging Yes

Document Indexing Yes

Forms Management Yes

Remote Capture Yes

Study Management No

Enterprise Content Management (ECM)

Archiving & Retention Yes

Collaboration Tools Yes

Content Lifecycle Management Yes

Digital Asset Management No

Document Management Yes

Electronic Signature Yes

Information Governance No

Mobile Access Yes

Search Yes

Version Control No

Workflow Management Yes

Forms Automation

Approval Process Control No

Archiving & Retention Yes

Collaboration Yes

Document Indexing Yes

Drag & Drop Yes

Full Text Search Yes

Remote Document Access Yes

Rules-Based Workflow Yes

Text Editing Yes

Version Control No

Print Management

Cost Tracking Yes

Device Status Monitoring Yes

Environmental Metrics Yes

Guest Printing Yes

Mobile Printing Yes

Multi-Printer Support Yes

Multiple Authentication Methods Yes

Print Billing Yes

Print Job Deletion Yes

Print Job Routing Yes

Print Quotas / Limits Yes

Remote Printing Yes

Reporting / Analytics Yes

Secure Print Job Release Yes

Robotic Process Automation (RPA)

Analytics Yes

Attended Automation Yes

Code-free Development No

Image Recognition Yes

Optical Character Recognition Yes

Process Builder Yes

Third Party Application Integration Yes

Unattended Automation Yes

Workflow Management

Access Controls/Permissions Yes

Approval Process Control Yes

Business Process Automation Yes

Calendar Management No

Compliance Tracking No

Configurable Workflow Yes

Customizable Dashboard Yes

Document Management Yes

Forms Management Yes

Graphical Workflow Editor No

Mobile Access Yes

No-Code No

Task Management No

Third Party Integrations Yes

Workflow Configuration Yes

Alternatives

DocuSoft

Alternatives

Claim/Edit This Page

Do you represent this company? Claim This Page.

Compare Doc.It by IRIS vs. UnForm

Average Ratings 0 Ratings

Average Ratings 19 Ratings

Description

Description

API Access

API Access

Screenshots View All

Screenshots View All

Integrations

Integrations

Pricing Details

Pricing Details

Deployment

Deployment

Customer Support

Customer Support

Types of Training

Types of Training

Vendor Details

Company Name

Founded

Country

Website

Vendor Details

Company Name

Founded

Country

Website

Product Features

Product Features

Alternatives

Alternatives

Find software to compare