Have the document you need when you need it
Doc.It integrates with your existing software applications to make sure you can do more with your time by making sure you can always find the document you need when you need it.
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Scan & Organize
Organize and gather documents automatically in an unlimited number of document types.
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Workflow
Monitor due dates, route or reroute work, and oversee staff to avoid bottlenecks and ensure that your firm meets every deadline.
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Search
Every document is indexed, making it easy to find the information you need.
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Reports
Receive customizable reports so you can make real-time decisions with confidence.
Find the document management
solution that fits your needs
One size fits all, never fits all. That’s why we provide multiple solutions
to help you find the solution your firm needs.
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Document management workflow and portal solutions with integrations for accountants and tax professionals.
- Automate manual and digital processes
- Minimize risk with a document archive
- Secure client portal to share and access client documents
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Simple and intuitive document management system that’s easy to implement and use. Get up and running very quickly.
- Annotate, bookmark, and share pdfs with a built-in PDF editor
- Digitally scan and organize documents automatically
- Stay organized with work binders that help maintain order and provide quick access to work.
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A basic document management solution that provides a secure web portal to share, sign, and manage documents and client information.
- DocuSign eSignature assures a streamlined, compliant signature process.
Why Doc.It?
Doc.It was built by accountants for accountants. All of our products are designed to help accountants solve the problems we run into every week, helping you spend more of your time on billable hours instead of having to waste your time hunting for the documents you need. IRIS is focused on investing in people and products, and Doc.It is a perfect partner that provides an innovative solution to serve accounting customers.
Streamline your firm by doing more every day
Doc.It provides you with the tools you need to get the most from your day. Spend your time working on billable projects instead of wasting your time trying to find the information you need.
Get in touch
Your time matters. Learn how to do more with it by contacting our specialists today. We’ll help you find which solution will best help your firm streamline your workflow.
Customer success stories
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Donald M. Grefe, CPA
“DOC.IT SUITE WORKS! IT WILL DO SO MUCH FOR YOUR FIRM AND HANDLE WORKFLOW AS WELL.”– Don Grefe, CPA, Owner OUR IT SOLUTION We manage IT in-house and…
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EPR Gordon C Ferguson & Co. PC
YOUR PROCESSES CAN ABSOLUTELY BE IMPROVED. DOC.IT HELPED US TO SEE WHERE WE WERE AND WERE NOT EFFICIENT. WHAT DROVE YOU TO INVESTIGATE DOC.IT? One of our partners…
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Grooms & Harkins
DOC.IT HAS MADE FOR A MUCH EASIER CLOSE TO THE TAX SEASON PRODUCTIVITY With Doc.It, our workflow has changed and sped processes up so that more of the…
