Document Management Software

Streamline your digital workspace

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

If these file management challenges sounds familiar…

icon too long

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

icon save wrong place

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

icon file structure different

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

icon switching

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

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

Doc it

Doc.It

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

iChannel

Manage 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