Audience
Accounting Firms
About Doc.It by IRIS
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
Pricing
Starting Price:
$29.00/month/user
Pricing Details:
$39.00/month/user
$29.00/month/user 40+ users
$29.00/month/user 40+ users
Integrations
Company Information
Doc.It Inc.
Founded: 2001
Canada
www.doc-it.com
Videos and Screen Captures
Enterprise Process Center (EPC)
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Map, analyze, and automate processes, manage regulatory compliance, assess risks within a single platform! Interfacing’s digital twin solution (Enterprise Process Center - EPC) is an enterprise management system that helps companies digitalize processes to streamline operations, increase productivity, and continuously improve.
Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement.
Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!
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PSPDFKit SDK
PSPDFKit is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform.
1. SDK PRODUCTS
Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more.
2. LIBRARIES
Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server.
3. PROCESSOR
Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting.
4. PDF API
Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best
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Axero
Axero is an award-winning intranet and employee experience platform. Hundreds of companies use Axero to communicate, collaborate, manage tasks, organize content and develop their company culture. Down with legacy intranets and document dumping grounds that are difficult to update and impossible to maintain. Our unified suite makes it easier than ever to launch modern intranets, employee hubs, enterprise portals & more. Connect your workforce in one integrated platform.
Why Axero? We deliver an unmatched client experience. Your success is why we come to work every day. We have high standards and believe in providing the most valuable and pleasant experiences for our clients. Since our founding, Axero has led constant innovation in intranets, digital workplaces, and client services. Our professional services give you direct access to that expertise, to help you hit your goals and transform your business.
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Adaptive Compliance Engine (ACE)
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Our one-stop software includes:
-Office 365 Integration
-Inspection Management
-Document Management
-Risk Management
-Product Lifecycle Management
-Learning Management
-Audit Management
-Quality Events
-Paperless Validation
-Electronic Signatures (21 CFR Part 11 Compliant)
-Endless Workflow Configurations
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Product Details
Platforms Supported
SaaS
Windows
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Doc.It by IRIS Frequently Asked Questions
Doc.It by IRIS Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
File Sharing
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Workflow / Approval Process
Feedback Management
Messaging / Discussion
Video / Image Editing
Document Control
Archiving & Retention
Automated Routing
Change Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Compliance Management
Document Generation
Batch Processing
Collaboration
Digital Signature
Multiple Output Formats
Templates
Interaction Tracking
Document Management
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
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
Revision History
Version Comparison
Version Rollback
For Engineering Documents
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Portal
Collaboration
Content Management
Document Management
File Sharing
Search
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