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

The ideal tamper-proof documents solution for organizations of all sizes - great for legal, real estate, financial, and bank-related contractual documents. ProofEasy provides a safe and secure interface to send and receive documents in a secure manner without requiring enterprise-level software. Use ProofEasy and stop document fraud. Real-time QR code scanning leads to a highly trusted reference point for verification. To verify, just scan the QR code using any scanner like Google lens. The original uploaded document will be displayed. You can validate your copy against the original document. We bring secured verifiable transparency to your electronic and scanned documents, be it certificates, legal & financial collateral, reports, or any other sensitive document and prevent them from any form of tampering. We help you in taking out the burden of the need of a 3rd party verification by creating a reference point for verification on the immutable blockchain-based document verification.

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

Organizations of all sizes seeking a solution to create and verify tamper proof documents

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
Free Version
Free Trial

Pricing

$19 per month
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

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

Company Information

ProofEasy
United States
proofeasy.io

Alternatives

SCHEMA ST4

SCHEMA ST4

SCHEMA Group

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QR Mark

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SYDLE
Digital Signer

Digital Signer

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altaFlow

altaFlow

airSlate
SOURCE.ID

SOURCE.ID

Desmo Labs

Categories

Categories

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
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 Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

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

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
Google Lens
Intuit ProSeries Tax
Zapier
monday AI work platform

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
Google Lens
Intuit ProSeries Tax
Zapier
monday AI work platform
Claim Doc.It by IRIS and update features and information
Claim Doc.It by IRIS and update features and information
Claim ProofEasy and update features and information
Claim ProofEasy and update features and information