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What is DynamicPoint Portals?

Accessing and sharing customer, vendor, or employee information from your ERP or CRM systems becomes a breeze with a SharePoint portal. This system maintains data security by restricting visibility to only those users who are authenticated. Leveraging the Office 365 platform, which underpins all DynamicPoint portals, organizations can seamlessly incorporate workflows with data collection forms, thereby optimizing their operations. With self-service options available 24/7, a noticeable enhancement in customer satisfaction is inevitable. Furthermore, partners have the ability to engage directly with your team, facilitating real-time responses to inquiries without relying on phone calls or emails. Acting as a gateway, our portal provides access to business data stored within your ERP and CRM systems, removing the need for data duplication or synchronization. The information is delivered in real-time, ensuring that it remains accurate and timely. Built on the robust Microsoft Office 365 framework, users can also leverage the suite's capabilities, including Microsoft Power Automate for improved workflow management. This seamless integration not only boosts productivity but also nurtures a collaborative atmosphere that can swiftly adapt to changing business requirements. Ultimately, the portal enhances operational efficiency, enabling teams to focus on strategic initiatives rather than administrative tasks.

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

Acumatica Cloud ERP
MIP Cloud
Microsoft 365
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
Microsoft SharePoint
Oracle Cloud Infrastructure
SQL Server

Integrations Supported

CCH Axcess Tax
CCH iFirm
CS Professional Suite
Caseware Corporation Tax
DT Practice
Drake Tax
Intuit ProSeries Tax

API Availability

API Availability

Pricing Information

$500 per month

Pricing Information

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

Supported Platforms

Windows
On-Prem

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
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DynamicPoint

Company Location

United States

Company Website

www.dynamicpoint.com/customer-and-vendor-portal/

Company Facts

Organization Name

Doc.It Inc.

Date Founded

2001

Company Location

Canada

Company Website

www.doc-it.com

Categories and Features

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

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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