Doc.It by IRISDoc.It Inc.
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Related Products
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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
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About
Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems!
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Accounting Firms
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Audience
Companies searching for a document and content management solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDoc.It Inc.
Founded: 2001
Canada
www.doc-it.com
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Company InformationInnodox
Founded: 1998
Hungary
www.innodox.com
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Categories |
Categories |
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Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Supported
Templates
Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Supported
Document Conversion
Supported
Document Delivery
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Supported
Forms Management
Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Supported
Version Control
Supported
Content Collaboration Features
Client Portal
Supported
Cloud Storage
Supported
Digital Asset Management
Supported
Document Creation / Editing
Supported
Document Management
Supported
Electronic Signature
Supported
Feedback Management
Not Supported
File Sharing
Supported
Messaging / Discussion
Not Supported
Real-Time / Interactive Editing
Supported
Roles / Permissions
Supported
Search
Supported
Version Control
Supported
Video / Image Editing
Not Supported
Workflow / Approval Process
Supported
Document Control Features
Archiving & Retention
Supported
Automated Routing
Supported
Change Management
Supported
Compliance Management
Not Supported
Electronic Signature
Supported
Escalation Management
Supported
Periodic Review
Supported
Version Control
Supported
Document Version Control Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Archiving & Retention
Supported
Audit Trail
Supported
Commenting / Notes
Supported
Document Check-in / Check-out
Supported
For Engineering Documents
Not Supported
Revision History
Supported
Version Comparison
Supported
Version Rollback
Supported
PDF Features
Annotations
Supported
Convert to PDF
Supported
Digital Signature
Supported
Encryption
Supported
Merge / Append
Supported
PDF Reader
Supported
Watermarking
Supported
Portal Features
Chat
Not Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
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Integrations
CCH Axcess Tax
Supported
CCH ProSystem fx
Supported
CCH iFirm
Supported
CS Professional Suite
Supported
CaseWare IDEA
Supported
Caseware Corporation Tax
Supported
DT Practice
Supported
Docusign
Supported
Docusign Insight
Supported
Drake Tax
Supported
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Integrations
CCH Axcess Tax
Not Supported
CCH ProSystem fx
Not Supported
CCH iFirm
Not Supported
CS Professional Suite
Not Supported
CaseWare IDEA
Not Supported
Caseware Corporation Tax
Not Supported
DT Practice
Not Supported
Docusign
Not Supported
Docusign Insight
Not Supported
Drake Tax
Not Supported
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