Accounting document management solutions
Firm-wide document management, simplified
Accuracy, efficiency, and simplicity—all three are non-negotiable in a document management solution when firm-wide productivity and profit health is on the line.
IRIS Document Management software has got you covered, ensuring you optimize workflows and align client documents and communications to save time and improve efficiency.
Explore our CPA and accounting document management software, iChannel and DocIt, today.
Manage and access critical documents from one platform
Access and manage all client documents, emails, projects, and workflows seamlessly in one centralized CRM platform.
Say goodbye to scattered information and wasted time. With built-in advanced search functionality, you can quickly locate exactly what you need without switching between siloed software systems.
Whether it’s an important file, a crucial email, or a specific task in your workflow, IRIS Document Management software gives you a centralized view of everything you need, improving efficiency across your firm.
Find your ideal document management software
Simply fill in the form, and our team will be in touch with you shortly to answer queries, arrange personalized demos, or explore the best options for your firm.
“With IRIS Document Management, we have saved on average around 30 minutes (or $150 in time) per tax return we prepare. We do roughly 3,500 returns, so that is a significant saving of $525,000 for us from an administrative standpoint.”
Steven Kurinsky, Tax & Business Supervisor at DeLeon & Stang
Practice management for accounting and CPA firms
Take control with practice management software
Integrate document management with an all-in-one platform practice management solution that drives efficiency across your firm.
Take control of task management, improve billing and invoicing, and speed up workflows with IRIS practice management solutions.
Customers say it best
“It could take me years to teach new hires how to use our old software, but with IRIS, I can teach them in a day because it’s so intuitive. Now that we can truly process paperless from beginning to end and always know where our jobs are at. Our efficiency has skyrocketed to the point where we’ve moved away from billing by the hour to billing based on value.”
“Workflow is our favorite feature. At the end of the day, for the firm to be profitable, it is all about productivity and turnover of the files. With IRIS, I build filters that allow me to very quickly see what everyone in our practice is working on. Having this level of understanding helps ensure work is moving through the practice as it should.”
“Clients use the portal constantly for downloading and uploading documents. Through the last several years we’ve been able to increase tax return electronic delivery via the use of the portal and the email links feature. Requesting electronic documents from the client is a very easy process.”
“We use IRIS Document Management software throughout the entire firm, to get paper docs into the system, to create invoices, contracts, store email, PDFs, and all communications. The ability to create and use tags within the system is also a powerful tool.”
Free guide
Saving time with IRIS Document Management software
What could your firm achieve with dozens (or even hundreds) of extra hours month on month? Discover how document management software can save your firm precious time today.
Related products
Simplify document management with automation
IRIS DocIt organizes your document processes from start to finish, automating workflows, reducing workarounds, and saving time for your firm.
Centralize communication and document management
iChannel streamlines document storage, client communication, and workflows, providing a secure, centralized hub to enhance efficiency and collaboration.
Accounting firm management software
Simplify workflows, schedule resources, and use real-time firm-wide data to scope out and resolve challenges for your accounting or CPA firm.
Practice management for accountants and CPAs
Take control of task management and improve how you run your accounting or CPA firm with practice management solutions from IRIS.
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.
Accounting and CPA document management software designed for you
Find your firm’s ideal document management software and drive greater efficiency across your firm to save time and improve client outcomes.
