Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.
+

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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

About

FileCenter is your fastest path to organized documents. It's easy to install, learn, and use. FileCenter DMS combines easy scanning and file organization with powerful PDF creation and editing. It also integrates with most Cloud services and the Windows programs you already use. FileCenter AUTOMATE converts documents into searchable PDFs with its powerful OCR and then automatically names and routes them. FileCenter RECEIPTS is the best way to manage your receipts, track your expenses, and create reports to ensure accurate reimbursements. FileCenter is perfect for offices of all sizes. It runs on your Windows PC and uses the Windows file system, NOT complex databases. Feature-for-feature, FileCenter delivers at a price the competition can't touch. Start your free trial today! Call 801-722-7098.

About

Transform your document-dependent work from a burdensome task to a powerful source of growth and positive impact. Leap-frog the limits of traditional document management, and transform document-dependent work from unsecure, manual and burdensome busywork to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. Achieve business zen with Revver (formerly eFileCabinet), an advanced document management software. Revver combines a wide array of tools in one platform, including workflow automation, advanced search, and integrations with leading business tools. These powerful purpose-built features help business keep their heads above the flood of paper documents and eliminate the chaos of scattered digital assets.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Accounting Firms

Audience

Small to medium size businesses in all verticals.

Audience

Small to enterprise-level businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

$29.00/month/user
Free Version
Free Trial

Pricing

$99.95 (one-time/user)
Free Version
Free Trial

Pricing

$9.95/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 4.8 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.9 / 5
support 4.7 / 5

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

Training

Documentation
Webinars
Live Online
In Person

Company Information

Doc.It Inc.
Founded: 2001
Canada
www.doc-it.com

Company Information

FileCenter
Founded: 2004
United States
www.filecenterdms.com/

Company Information

Revver
Founded: 2001
United States
www.revverdocs.com

Alternatives

SCHEMA ST4

SCHEMA ST4

SCHEMA Group

Alternatives

Alternatives

Gavel

Gavel

Gavel.io
SYDLE ONE

SYDLE ONE

SYDLE
DOCUBASE

DOCUBASE

dbs Software and Services
altaFlow

altaFlow

airSlate

Categories

Categories

Categories

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

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

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

OCR Features

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

HR Employee File Management Features

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Retention Settings
Search
Sharing Spaces
Signature

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Integrations

CCH ProSystem fx
CCH iFirm
CS Professional Suite
Caseware Corporation Tax
DT Practice
Dropbox
Google Drive
Intuit ProSeries Tax
MOLI
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
QuickBooks Online
Real Estate Cabinet
The Cloud Connectors

Integrations

CCH ProSystem fx
CCH iFirm
CS Professional Suite
Caseware Corporation Tax
DT Practice
Dropbox
Google Drive
Intuit ProSeries Tax
MOLI
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
QuickBooks Online
Real Estate Cabinet
The Cloud Connectors

Integrations

CCH ProSystem fx
CCH iFirm
CS Professional Suite
Caseware Corporation Tax
DT Practice
Dropbox
Google Drive
Intuit ProSeries Tax
MOLI
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
QuickBooks Online
Real Estate Cabinet
The Cloud Connectors
Claim Doc.It by IRIS and update features and information
Claim Doc.It by IRIS and update features and information
Claim FileCenter and update features and information
Claim FileCenter and update features and information
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Claim Revver and update features and information