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

Screenshots and Video

Company Facts

Company Name:
Doc.It Inc.
Date Founded:
2001
Company Location:
Canada
Company Website:
www.doc-it.com
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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