Still using FileCabinet CS?
If you’re a CPA firm facing the FileCabinet CS sunset, you’re probably feeling:
Anxious about losing critical client document during migration
Frustrated with GoFileRoom’s limitations and basic functionality
Overwhelmed by the technical complexity of switching systems and the potential disruption it can cause to your team
Upgrade to Document Management That Saves Time and Reduces Risk
“Migration from FileCabinet? A piece of cake. IRIS did all the work.”
Rozovics Group
Accounting document management software for CPA firms
Why leading CPA firms choose IRIS IRIS Document Management System over GoFileRoom
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Proven Migration Process
Zero-Risk migration guarantee
100% data integrrity with our FileCabinet CS migration process.
No downtime, your team stays productive throughout the transition.
Every folder structure, permission, and document preserved perfectly.
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Workflow management
Unblock workflows with firm-wide document management
Track projects, deadlines, and individual workloads from a single platform with our intuitive document management tools.
Gain a clear overview of your team’s progress at a glance, ensuring all tasks are moving forward as planned. Monitor timelines, allocate resources efficiently, and identify potential bottlenecks early to keep operations running smoothly and on schedule.
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Enterprise Security
Improve client experience with secure online portals
Easily exchange documents with clients in a secure, branded environment that makes life easier for your staff and your clients.
Clients can upload their files directly into their personalized profiles. Not only does this keep documents organized, but it also allows clients to access, check, and share documents with you at any time, improving customer experience.
With secure client portals, you save valuable time, reduce the need for constant follow-ups, and maintain a professional, user-friendly experience that fosters trust and efficiency.
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System-wide integration
Sync up with wider systems for added efficiency
IRIS Document Management software integrates with leading platforms like DocuSign, Salesforce, CCH Engagement, and CaseWare.
Because data is free to flow back and forth between IRIS solutions and third-party software, you can effectively streamline workflows, save time switching between platforms, and enhance productivity.
These integrations also allow you to simplify complex processes, automate repetitive tasks, and ensure that your team can focus on what truly matters—delivering value and achieving your business goals.
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Firm-wide reporting
Make better, data-driven decisions
Generate, save, and reuse detailed reports to analyze user activity, operational processes, and workflows with ease.
By tracking key metrics and performance trends through your document management software, you can uncover actionable insights that drive smarter decisions, optimize workflows, and boost overall efficiency.
With customizable options, these reports help you stay informed and make data-driven choices tailored to your business needs.
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Simplified E-signatures
Embrace digital signatures with DocuSign integration
Simplify your approval processes with DocuSign integration, designed to streamline how you manage important documents.
With this powerful tool, you can send, sign, and track agreements in minutes, ensuring they are completed quickly, securely, and with ease—and all from your IRIS Document Management software.
Say goodbye to manual paperwork and hello to a faster, more efficient workflow.
Not just migration —true digital transformation
GoFileRoom vs IRIS: No contest
GoFileRoom may be the default option, but IRIS delivers more. From secure migration and intuitive workflows to automation that reduces manual work, IRIS helps your firm stay efficient, compliant, and client-ready.
Frequently asked questions about document management solutions
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Document management in accounting refers to organizing, storing, and accessing financial and professional records digitally.
It involves features such as file storage, workflow optimization, secure sharing, and automation to streamline processes, improve compliance, and save time for accounting professionals. -
Document management is crucial for accountants and CPAs because it:
- Saves time by enabling quick access to client files
- Automates repetitive tasks like naming, filing, and sharing documents, reducing manual effort
- Improves compliance with secure storage, consistent naming conventions, and audit trails
- Enhances collaboration across teams and locations, ensuring efficient workflows
- Delivers a better client experience with self-service portals and seamless communication -
IRIS provides two comprehensive document management solutions—iChannel and Doc.It—designed specifically for accounting and CPA firms. Key features include:
- Secure client portals for sharing and receiving sensitive documents
- Workflow management to track and meet deadlines
- Automated routing for organizing files accurately
- Built-in PDF editor for seamless document editing without additional software.
- Optical Character Recognition (OCR) tools for converting scanned documents into searchable text
- Integration with software like QuickBooks, CaseWare, and Microsoft Office -
The best document management software should meet the unique needs of accountants and CPAs by offering:
- Powerful automation tools for efficiency
- Customizable features tailored to an accounting firm’s workflow
- Tight security measures to protect client data
- Seamless integration with accounting tools and software
IRIS’s solutions—iChannel and Doc.It—are industry leaders that provide easy-to-use, high-functionality tools to help accounting professionals streamline their processes and focus on high-value tasks. -
IRIS puts data security first, offering robust features designed to protect sensitive information and ensure compliance.
- Encrypted file sharing and access – All files are securely encrypted during transfer and storage to safeguard against unauthorized access.
- Restricted permissions – Customizable access controls allow you to assign specific permissions to individual users or user groups.
- Multi-level security protocols – Client portals are protected with advanced multi-tier security measures, such as two-factor authentication and secure login processes.
- Version control and audit trails – Comprehensive tracking systems monitor document changes, creating an audit trail to ensure full transparency and accountability. -
Yes, IRIS Document Management software integrates seamlessly with tools like QuickBooks, CaseWare, Microsoft Office, and other leading accounting and tax management software.
This ensures a smooth workflow across your business processes.
Don't wait until it's too late
Firms that wait until the last minute faces rushed migrations with higher error risk, limited support availability during peak migration season, and potential downtime during critical periods. Smart firms are migrating now to avoid the rush and ensure smooth transitions.
