IRIS Expands Document Management Capabilities in Americas

2 minutes length
Posted: 1st September 2022

New Doc.It By IRIS Functionality Empowers CPA Customers with Flexibility and Scalability

IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is today announcing the expansion of Doc.It By IRIS capabilities to include cloud-based document management. The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.

The announcement comes in response to the growing demand for automated systems offering flexibility and scalability. Doc.It provides customers with exceptional benefits for both on-premise and cloud solutions. The enhanced platform streamlines document management processes to drive efficiencies, foster growth and focus on expanding service offerings for customers. 

The new electronic signature integration with DocuSign and enhanced PDF editor capabilities allows users to streamline document processes and eliminates the need to deploy solutions from multiple providers and purchase multiple licenses. Firms can also auto file non-PDF documents and use automated email notifications to improve productivity, all while leveraging added Multi-Factor Authentication (MFA) capabilities to gain full confidence their sensitive data remains secure on the platform. 

The expanded features are available for both on-premise and cloud deployments, which offers firms the same functionality and service offerings with 100% parity. All IRIS solutions are designed to give customers the flexibility to choose their deployment option and migrate to the cloud at their own pace. 

Matt Sharp, Office Manager at Fates, Bodily and Parker says, “Our team is thrilled about the latest release from a security perspective, but ait also supports other long-term objectives like flexible working options. 

Furthermore, the DocuSign integration saves our team two to three minutes per document by reducing upload and send times which is critical when working with large document sets.”

Don Emery, general manager for Doc.It By IRIS says, “Efficient document management is essential to running a successful accounting firm, and every firm has different needs based on their clients’ requirements, current technology solutions and future growth plans.

“We are excited to introduce these new document management capabilities to offer firms expanded scalability through cloud software. IRIS is committed to taking the pain out of processes, and these new features will allow firms to decrease time spent on document management and increase focus on delivering valuable services to their clients to further drive growth.”