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What is Dropbox DocSend?

DocSend from Dropbox is a secure document sharing, virtual data room, and deal management platform designed to help companies share sensitive information with confidence and control. It is used by founders, investors, financial teams, sales teams, professional services firms, nonprofits, and business leaders who need visibility into how documents are accessed and reviewed. The platform supports document uploads, secure links, virtual data rooms, group permissions, visitor analytics, built-in NDAs, dynamic watermarking, eSignature, and secure client portals. DocSend links can be shared without forcing recipients to create an account, while document owners can still update files, manage access, and monitor engagement after the link has been sent. Its analytics help users see who opened a document, how long they spent reviewing it, and which pages or sections received the most attention. This visibility can help founders understand investor interest, sales teams prioritize follow-up, and executives prepare for board or stakeholder conversations. DocSend is especially useful for fundraising, mergers and acquisitions, due diligence, board meetings, investor relations, investment management, technology sales, media sales, professional services, and client collaboration. Virtual data rooms give teams a structured way to organize deal documents, manage permissions, and conduct diligence with stronger security. Features such as NDAs, permission controls, watermarks, compliance resources, and tracking tools help protect sensitive files while keeping workflows efficient. Because DocSend is part of Dropbox, it offers a document sharing experience backed by a widely recognized cloud collaboration brand. DocSend helps organizations move important deals and relationships forward by combining secure sharing, actionable analytics, and centralized document control.

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.

Media

Media

Integrations Supported

CCH Axcess Tax
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
Drake Tax
Dropbox
Egnyte
Fundify
Gmail
HubSpot CRM
HubSpot Customer Platform
Jointl
LeadMaster
Rambox
Salesforce
Stackreaction
Storydoc
Wufoo
Yesware

Integrations Supported

CCH Axcess Tax
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
Drake Tax
Dropbox
Egnyte
Fundify
Gmail
HubSpot CRM
HubSpot Customer Platform
Jointl
LeadMaster
Rambox
Salesforce
Stackreaction
Storydoc
Wufoo
Yesware

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
Free Version
Free Trial Offered?

Pricing Information

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Version
Free Trial Offered?

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

Dropbox

Date Founded

2004

Company Location

United States

Company Website

docsend.com

Company Facts

Organization Name

Doc.It Inc.

Date Founded

2001

Company Location

Canada

Company Website

www.doc-it.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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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