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

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!

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Accounting Firms

Audience

Companies searching for a document and content management solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Innodox
Founded: 1998
Hungary
www.innodox.com

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Categories

Document Control Supported
PDF Supported
Portal Supported

Categories

OCR Supported

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

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
Intuit ProSeries Tax Supported

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
Intuit ProSeries Tax Not Supported
Claim Doc.It by IRIS and update features and information
Claim Doc.It by IRIS and update features and information
Claim Innodox and update features and information
Claim Innodox and update features and information