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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 DigiDocs?
Optimize and modernize organizational processes by implementing adaptable templates for creating documents. These templates should incorporate dynamic content and ensure uniformity in data fields across a range of documents. Emphasize the importance of effective template management, designing workflows, and standardizing processes and data across diverse business operations. This method significantly minimizes the need to manage various document formats tailored for different product lines. Additionally, support the creation of business workflows that integrate multiple document types, all while guaranteeing they are enriched with searchable and indexed metadata. With DigiDocs' seamless integration with DigiSign, users can easily generate a standardized document, automatically populate it with relevant information, and collect digital or electronic signatures from multiple parties involved. Consequently, this innovative system not only boosts operational efficiency but also fosters collaboration among all stakeholders, paving the way for improved project outcomes. This holistic approach ultimately transforms the way organizations manage their documentation and workflows, leading to greater productivity and innovation.
Integrations Supported
CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
DigiSign
Docusign
Docusign Insight
Integrations Supported
CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
DigiSign
Docusign
Docusign Insight
API Availability
Has API
API Availability
Has API
Pricing Information
$29.00/month/user
Free Trial Offered?
Free Version
Pricing Information
$0.68 per 2 months
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
Digio.in
Date Founded
2016
Company Location
India
Company Website
www.digio.in
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