Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.
Webdocs

Webdocs

Fortra
+
+

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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

Webdocs document management solutions provide forms and document management for the cloud, Windows, and IBM iSeries systems. With document management software, you can electronically capture, manage, and distribute all of your documents and data. Automatically route electronic documents and other files through approval, payment, order-to-ship, and other processes without the paper hassle. Connect ERP, POS, LOBS, and other systems to your document management software to keep data consistent across the organization. No more printing spool files or struggling to deliver reports in the right format. Create and deliver reports all in one tool. Webdocs provides the basis for electronic document management, and other branches of Webdocs software specialize in AP processes, forms management, and document creation and delivery.

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 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

Organizations interested in a powerful document management, document generation, forms management, and AP automation 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 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 Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Fortra
Founded: 1982
United States
www.fortra.com/products/electronic-document-management-system-software

Alternatives

SCHEMA ST4

SCHEMA ST4

SCHEMA Group

Alternatives

Gavel

Gavel

Gavel.io
SYDLE ONE

SYDLE ONE

SYDLE
altaFlow

altaFlow

airSlate

Categories

Document Control Supported
PDF Supported
Portal Supported

Categories

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 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

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

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Not Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control 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
IBM i Not 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
IBM i 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 Webdocs and update features and information
Claim Webdocs and update features and information