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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.
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
API Availability
API Availability
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
$29.00/month/user 40+ users
Supported Platforms
SaaS
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
On-Prem
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Fortra
Date Founded
1982
Company Location
United States
Company Website
www.fortra.com/products/electronic-document-management-system-software
Company Facts
Organization Name
Doc.It Inc.
Date Founded
2001
Company Location
Canada
Company Website
www.doc-it.com
Categories and Features
Accounts Payable
Not specified
AP Automation
Not specified
Content Collaboration
Not specified
Document Generation
Not specified
Document Management
Compliance Tracking
Document Archiving
Document Indexing
Electronic Signature
File Type Conversion
Optical Character Recognition
Version Control
Forms Automation
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
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Portal
Collaboration
Content Management
Document Management
File Sharing
Search