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What is LiveFile360?

LiveFile360, our comprehensive document management solution for enterprises, seamlessly connects with enVisual CRM360. This integration allows your documents to be associated with enVisual entities such as individuals, companies, and trusts. Additionally, you can leverage metadata to enhance your search efficiency. With LiveFile360, users benefit from rapid and secure search capabilities that operate across any worldwide cloud network, ensuring accessibility and reliability for your document needs. This integration greatly streamlines workflows and improves collaboration within your organization.

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

Microsoft 365

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

Has API

API Availability

Pricing Information

£40/month/user
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
On-Prem

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

enSynergy Professional Services

Date Founded

1994

Company Location

United Kingdom

Company Website

www.myenvisual.com/livefile360freetrial

Company Facts

Organization Name

Doc.It Inc.

Date Founded

2001

Company Location

Canada

Company Website

www.doc-it.com

Categories and Features

Compliance

Not specified

Document Collaboration

Access Control / Permissions
Chat / Messaging
Cloud Storage
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Search
User Tagging
Version Control
Workflow / Approval Process

Document Control

Not specified

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
Version Control

Financial CRM

Not specified

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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