Document management, workflow, and portal solutions for accounting firms and tax professionals.

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.

  • Scan & Organize

    Organize and gather documents automatically in an unlimited number of document types.

  • Workflow

    Monitor due dates, route or reroute work, and oversee staff to avoid bottlenecks and ensure that your firm meets every deadline.

  • Search

    Every document is indexed, making it easy to find the information you need.

  • 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.

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.

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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. 

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Customer success stories