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What is Documize?

Make powerful product decisions and surpass your competitors effortlessly with Zerabase, which seamlessly combines your product objectives, roadmaps, assets, analytics, and customer interactions into a unified platform. This integrated method boosts visibility and leads to enhanced outcomes. Revolutionize every aspect of your offerings, from marketing websites to the products and services delivered to customers, ensuring that anything impacting your profitability has its rightful place. Rally your team around the key priorities that are truly significant; assign goals to specific metrics, feedback, and content to create a benchmark that guides everyone toward a shared vision. Keep track of the planned and upcoming tasks tied to each product segment, ensuring that all actions are in sync with your product ambitions. With Zerabase, you can eliminate the need for any additional expensive tracking tools, as it provides all the resources you need to collect vital metrics. Highlight essential metrics, forge connections, and enable everyone to grasp the fundamental reasons behind decisions. This all-encompassing strategy not only simplifies workflows but also cultivates a culture of transparency and accountability within your organization, leading to greater team cohesion and improved performance. Ultimately, Zerabase empowers teams to collaborate more effectively, driving innovation and success across all product lines.

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

Integrations Supported

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
Intuit ProSeries Tax

API Availability

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Documize

Company Location

United Kingdom

Company Website

documize.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

Not specified

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Delivery
Document Retention
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition

Categories and 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

Document Control

Archiving & Retention
Automated Routing
Change Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
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
Revision History
Version Comparison
Version Rollback

PDF

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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