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What is Doc.It by IRIS?
A comprehensive solution for document management, workflow, and portals that connects seamlessly with accountants and tax specialists.
The Doc.It Suite software empowers tax and accounting firms to maintain organization by optimizing and automating digital operations. This enhancement not only boosts efficiency and workflow but also elevates profitability while reducing risks associated with handling financial documents. By integrating various features, firms can navigate complexities more effectively, ensuring a smoother overall experience.
What is Assai?
Assai's Document Management System (DMS or eDMS) is tailored to facilitate the seamless storage, organization, and retrieval of your critical documents and information within a singular, easily navigable repository. Whether you require access to files, blueprints, communications, contracts, or purchase orders, our system enables swift location of necessary items through extensive search capabilities based on both metadata and content.
A significant advantage of our DMS is that it empowers you with full oversight of who can view and manage your documents and information. This capability allows for effective oversight, ensuring your team always has access to the most current versions of essential documents.
Beyond serving as a central hub for your documents, Assai's Document Control system enhances your ability to optimize and oversee workflows. Our platform simplifies the establishment and management of workflows, incorporating user inboxes, automatic task assignments, and document forwarding features.
With our robust Enterprise Content Management features, we are equipped to handle even the most intricate projects and operations efficiently. By utilizing our Common Data Environment, you can gain comprehensive control over your projects, assets, documents, and data, ultimately enhancing productivity and collaboration across your organization.
Integrations Supported
AVEVA Asset Information Management
CAESAR II
CCH Axcess Tax
CCH iFirm
CS Professional Suite
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
Integrations Supported
AVEVA Asset Information Management
CAESAR II
CCH Axcess Tax
CCH iFirm
CS Professional Suite
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
API Availability
Has API
API Availability
Has API
Pricing Information
$29.00/month/user
Free Trial Offered?
Free Version
Pricing Information
$5999/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Doc.It Inc.
Date Founded
2001
Company Location
Canada
Company Website
www.doc-it.com
Company Facts
Organization Name
Assai Software Services
Date Founded
1990
Company Location
Netherlands
Company Website
www.assai-software.com
Categories and Features
Content Collaboration
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 Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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
For Engineering Documents
Revision History
Version Comparison
Version Rollback
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
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
For Engineering Documents
Revision History
Version Comparison
Version Rollback
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management