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
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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
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Doc.It by IRIS Frequently Asked Questions
Q: What kinds of users and organization types does Doc.It by IRIS work with?
Doc.It by IRIS works with these users and organization types: Mid Size Business, Small Business, Enterprise, and Startup.
Q: What languages does Doc.It by IRIS support in their product?
Doc.It by IRIS supports these languages: English and French.
Q: What kind of support options does Doc.It by IRIS offer?
Doc.It by IRIS offers support via phone support and online.
Q: What other applications or services does Doc.It by IRIS integrate with?
Doc.It by IRIS integrates with: Caseware Corporation Tax, CCH Axcess Tax, CCH iFirm, CCH ProSystem fx, Docusign Insight, CS Professional Suite, Docusign, Drake Tax, DT Practice, CaseWare IDEA, and Intuit ProSeries Tax.
Q: Does Doc.It by IRIS have a mobile app?
Yes, Doc.It by IRIS has a mobile app for iPad, iPhone, and Android.
Q: What type of training does Doc.It by IRIS provide?
Doc.It by IRIS provides training in the form of documentation, live online, webinars, and in person.
Q: How much does Doc.It by IRIS cost?
Pricing for Doc.It by IRIS starts at $29.00/month/user.
Q: What pricing for support is available for Doc.It by IRIS?
Doc.It by IRIS offers support included with purchase.
Q: What pricing for training is available for Doc.It by IRIS?
Doc.It by IRIS offers training included with purchase.
Doc.It by IRIS Product Features
Content Collaboration
Client Portal
Supported
Cloud Storage
Supported
Digital Asset Management
Supported
Document Creation / Editing
Supported
Document Management
Supported
Electronic Signature
Supported
File Sharing
Supported
Real-Time / Interactive Editing
Supported
Roles / Permissions
Supported
Search
Supported
Version Control
Supported
Workflow / Approval Process
Supported
Feedback Management
Not Supported
Messaging / Discussion
Not Supported
Video / Image Editing
Not Supported
Document Control
Archiving & Retention
Supported
Automated Routing
Supported
Change Management
Supported
Electronic Signature
Supported
Escalation Management
Supported
Periodic Review
Supported
Version Control
Supported
Compliance Management
Not Supported
Document Generation
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Multiple Output Formats
Supported
Templates
Supported
Interaction Tracking
Not Supported
Document Management
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 Version Control
Access Controls/Permissions
Supported
Approval Process Control
Supported
Archiving & Retention
Supported
Audit Trail
Supported
Commenting / Notes
Supported
Document Check-in / Check-out
Supported
Revision History
Supported
Version Comparison
Supported
Version Rollback
Supported
For Engineering Documents
Not Supported
Annotations
Supported
Convert to PDF
Supported
Digital Signature
Supported
Encryption
Supported
Merge / Append
Supported
PDF Reader
Supported
Watermarking
Supported
Portal
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
Chat
Not Supported
