Doc.It by IRISDoc.It Inc.
|
||||||
Related Products
|
||||||
About
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency.
Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents.
Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users.
There are three product options depending on your firms needs.
1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations.
2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage.
3. Doc.It Explore is the starting point for document storage. and includes the PDF editor
|
About
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Accounting Firms
|
Audience
Companies and professionals seeking a tool to manage business documents, client data, & workflows,
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$29.00/month/user
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationDoc.It Inc.
Founded: 2001
Canada
www.doc-it.com
|
Company InformationDocuSoft
United Kingdom
www.docusoft.net
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Document Control Features
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Management Features
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 Features
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
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Content Collaboration Features
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
Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
PDF Features
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
|
Document Management Features
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
|
|||||
Integrations
CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
|
Integrations
CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Docusign
Docusign Insight
Drake Tax
|
|||||
|
|
|