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.
Pricing
Price Starts At:
$29.00/month/user
Price Overview:
$39.00/month/user
$29.00/month/user 40+ users
$29.00/month/user 40+ users
Integrations
Similar Software to Doc.It by IRIS
Apryse PDF SDK
Apryse (formerly PDFTron) transforms how organizations manage documents.
Built for both server and web applications, Apryse empowers businesses and developers to securely handle the entire document lifecycle — from creation and collaboration to compliance and archiving — without relying on third‑party services.
With Apryse, you can:
Run at enterprise scale on your own infrastructure, ensuring privacy, compliance, and maximum control.
Deliver modern, in‑browser document experiences with fast, accessible viewing, editing, and collaboration tools.
Integrate seamlessly across platforms, supporting PDF, Microsoft Office, CAD, and many other file types.
Streamline workflows and reduce costs with technology trusted by leading enterprises worldwide.
Apryse makes document workflows smarter, faster, and more secure — so teams can focus less on manual processes and more on meaningful work.
Learn more
UnForm
UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry.
For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.
Learn more
Interfacing Integrated Management System (IMS)
Interfacing’s IMS is an AI-enabled platform that combines business process modeling, quality management, controlled documentation, and governance/risk capabilities in a single hub. Organizations rely on IMS to document and automate workflows, maintain versioned records, manage risk programs, and keep compliance activities aligned with regulatory requirements through full lifecycle traceability.
Developed for industries where accountability and oversight are essential, including aerospace, pharma/biotech, finance, and government, IMS delivers operational insight, workflow automation, and intelligent recommendations that help reduce risk and improve quality outcomes. The platform holds ISO 27001 certification and includes 21 CFR Part 11 validation, supporting secure use in high-compliance environments. Additional capabilities include low-code app creation, AI-based process mining, audit management, CAPA and training modules, and performance dashboards. AI improves governance accuracy, strengthens compliance posture, and supports ongoing improvement.
Learn more
Paligo
Paligo supports teams working with complex technical documentation that needs to grow, adapt, and stay consistent over time. Built specifically for structured content at scale, Paligo enables organizations to treat documentation as a long-term business asset—powered by reuse, automation, and strong content governance.
Paligo’s cloud-based CCMS is designed around modular content. Teams can write once, reuse components across multiple outputs, and keep documentation aligned across products, formats, and languages. This reduces manual effort, speeds up updates, and cuts translation overhead, allowing teams to publish faster while minimizing errors.
The platform pairs advanced structured authoring capabilities with a modern, approachable interface. This makes Paligo effective for experienced documentation specialists while remaining accessible to contributors across the organization. From creation and collaboration to translation and multichannel delivery, Paligo brings the entire documentation workflow into one controlled environment.
Paligo’s purpose is to help organizations move past static, fragmented documentation practices and build content operations that support continuous growth. With Paligo, teams stay in control of complexity and deliver documentation that evolves alongside their business.
Learn more
Company Facts
Company Name:
Doc.It Inc.
Date Founded:
2001
Company Location:
Canada
Company Website:
www.doc-it.com
Product Details
Deployment
SaaS
Windows
iPhone
iPad
Android
On-Prem
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
1-10
11-50
51-200
201-500
501-1000
Target Organization Types
Mid Size Business
Small Business
Enterprise
Startup
Supported Languages
English
French
Doc.It by IRIS Categories and Features
Portal Software
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
PDF Software
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Document Version Control Software
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
Document Management Software
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 Generation Software
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Control Software
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Content Collaboration Software
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