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

PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!

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

All Types of Businesses and Departments

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

Screenshots and Videos

Pricing

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Version
Free Trial

Pricing

Ranges from $1 to $20 a month per user
The more user licenses, the less cost per user. Smallest system starts at 3 users and can go to an unlimited number of users.
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:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.6 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I like that the tool is very secure and that it makes document management and collaboration seamless. It is very secure and comes with sufficient cloud storage. What's more the software is easy to scale, manage and customize.
  • Throughout the years, Pinpoint has gotten even better. They are regularly updating it with new features that were either requested by their customers or developed by themselves to improve their product. We specifically love their in-depth search feature due to an exceptional OCR function. This helps us to search the details of a documents successfully. Additionally, since we are cloud based, we can access Pinpoint wherever we are located. Their customer service is top notch. If we have any questions about how to do something, our project manager will give us steps to figure out how to implement the task correctly. Sometimes there might be a technical issue that needs to be resolved. Their technical support is efficient and the issue will be fixed within an hour of submitting a ticket.
  • 1. Easily assessible 2. Drag and drop technology 3. There are no unnecessary features that you have to sit and wonder about, everything that is on there, you can use.
  • We have been so impressed with this company and the ease of the product. The staff is always there to help us and willing to consider any suggestions we make. We wish all of the vendors we deal with were as good. Moving from another document management software to PinPoint is one of the best things we have done so far.
  • PinPoint lets me drag and drop any kind of file into its automated filing system and then make changes without having to leave their site. It has made me more efficient and feel good that everything is in the same place.

Cons

  • With such an effective document manager, I cannot afford to complain. It is a very effective solution for business.
  • We have no cons for Pinpoint. We highly recommend them.
  • The price is slightly on the steep end but is comparable to other programs of the same stature.
  • I do not really have anything to list at this point.
  • I've had a good experience so far. No complaints to report.

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

LSSP Corporation
Founded: 2001
United States
lsspdocs.com

Alternatives

SCHEMA ST4

SCHEMA ST4

SCHEMA Group

Alternatives

Gavel

Gavel

Gavel.io
UnForm

UnForm

Synergetic Data Systems, Inc.
SYDLE ONE

SYDLE ONE

SYDLE
FileHold

FileHold

FileHold Document Management Software
AcceleratorKMS (Procedure Accelerator)

AcceleratorKMS (Procedure Accelerator)

Innovatia Accelerator Inc.

Categories

Categories

Document Control Features

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

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

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

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 Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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 Control Features

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

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

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

Archiving Features

Access Control
Data Deduplication
Document Management
eDiscovery
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

File Sharing Features

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

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Docusign
CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign Insight
Drake Tax
Ellucian Banner
Google Drive
Intuit ProSeries Tax
Microsoft 365
Microsoft OneDrive
QuickBooks Online
Salesforce

Integrations

Docusign
CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign Insight
Drake Tax
Ellucian Banner
Google Drive
Intuit ProSeries Tax
Microsoft 365
Microsoft OneDrive
QuickBooks Online
Salesforce
Claim Doc.It by IRIS and update features and information
Claim Doc.It by IRIS and update features and information
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