Assembly vs. Doc.It by IRIS Comparison


Assembly	Doc.It by IRIS Doc.It Inc.	+	+
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About Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.	About Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editor
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration	Audience Accounting Firms
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $39 per month Free Version Free Trial	Pricing $29.00/month/user Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Assembly Founded: 2020 United States assembly.com	Company Information Doc.It Inc. Founded: 2001 Canada www.doc-it.com
Alternatives Portal	Alternatives SCHEMA ST4 SCHEMA Group
Moxo	DocuSoft
Onehub	Gavel Gavel.io
Zapa Client Portals Breichbilt	SYDLE ONE SYDLE
FileInvite View All	altaFlow airSlate View All
Categories Document Management Portal	Categories Content Collaboration Document Control Document Generation Document Management Document Version Control PDF Portal
	Document Management Features 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 Portal Features Chat Collaboration Content Management Document Management File Sharing Search Show More Features Content Collaboration Features 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 Features Archiving & Retention Automated Routing Change Management Compliance Management Electronic Signature Escalation Management Periodic Review Version Control Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates Document Version Control Features 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 Features Annotations Convert to PDF Digital Signature Encryption Merge / Append PDF Reader Watermarking
Integrations CCH ProSystem fx CS Professional Suite Calendly Caseware Corporation Tax ClickUp DT Practice Docusign Insight Drake Tax Figma Google Analytics Google Docs Google Drive Google Forms HubSpot CRM Intuit ProSeries Tax Looker Miro Trello Zapier Zoom Show More Integrations View All 23 Integrations	Integrations CCH ProSystem fx CS Professional Suite Calendly Caseware Corporation Tax ClickUp DT Practice Docusign Insight Drake Tax Figma Google Analytics Google Docs Google Drive Google Forms HubSpot CRM Intuit ProSeries Tax Looker Miro Trello Zapier Zoom Show More Integrations View All 11 Integrations
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