Document Management Solutions

Streamline your digital workspace

With our accounting document management solutions, you can work on, store, and share files with your team and your clients – while staying compliant.

If these document management challenges sounds familiar…

find files easier

“It takes too long to find the files we need and respond to requests.”

prevent overwritten files and documents

“Our files get accidentally overwritten, deleted, or saved in the wrong place.”

saving files

“Our file structures are inconsistent, with everyone saving documents differently.”

document management software that can integrate with other systems

“We’re wasting time switching between software that doesn’t integrate.”

You need a document management solution that can take care of everything

Doc.It - Document Management Software

Doc.It

Doc.It is an accounting document management software that provides one centralized place to work on, share, and store all your documents.

“Doc.It speeds up file prep and has improved our bottom line. We have seen a 20% decrease in time working on a file. And admin find files at least twice as fast.”

iChannel - Document Management Software

iChannel

iChannel is an accounting document management software that manages documents, customer data, and workflows in one convenient dashboard.

“iChannel saves us about 30 minutes on every tax return that we process. That is an estimated savings of $150 on every return, which translates to $525,000 saved per year on tax returns alone.”

So you can get work done faster and improve your bottom line

cw logo

“Doc.It speeds up file prep and has improved our bottom line. We have seen a 20% decrease in time working on a file. And admin find files at least twice as fast.”

, Carrie Ware & Company

Deleon & Stang logo - CPA clients - IRIS Software

“Doc.It gives management a full-picture view of engagements and increases accountability. Since implementing Doc.It, we’ve been doing three to four times more work without adding staff. We’ve grown from 600 to approximately 2000 1040s.”

Steven Kurinsky, Deleon & Stang