Doc.It by IRIS 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.

Pricing

Pricing Starts At:
$29.00/month/user
Pricing Information:
$39.00/month/user
$29.00/month/user 40+ users

Integrations

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Company Details

Company:
Doc.It Inc.
Year Founded:
2001
Headquarters:
Canada
Website:
www.doc-it.com
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Media

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Product Details

Platforms
Web-Based
Windows
iPhone App
iPad App
Android App
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Doc.It by IRIS Features and Options

Document Management Software

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

Content Collaboration Software

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

Document Version Control Software

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
Revision History
Version Comparison
Version Rollback

Document Control Software

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

PDF Software

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

Portal Software

Collaboration
Content Management
Document Management
File Sharing
Search

Document Generation Software

Batch Processing
Collaboration
Digital Signature
Multiple Output Formats
Templates

Doc.It by IRIS User Reviews

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