Do more with your day
Your time is valuable. Stop wasting your time sifting through files to find the one you
need, and instead, always have the document you need exactly when you need
it. Learn how Doc.It by IRIS document management software has helped streamline practices to help
them do more billable work without adding hours.
Assisted Data Conversions
Our specialists will migrate your data to Doc.It by IRIS no matter your existing structures, to ensure a smooth transition.
Unlimited Customer Service
You get access to a core support team that is waiting and ready to help you make every aspect of document management work for you. Additionally, you have access to a comprehensive suite of training videos to help train your staff and improve the adoption rates and proficiency.
Doc.It by IRIS simplifies sharing documents with your clients. You can send and receive documents through encrypted links helping you get the files and information you need automatically.
Doc.It by IRIS comes in variable plans to meet the specific needs of your accounting firm.
$ 29 – 40 /mo on-premise
$ 54 – 65 /mo cloud solutionGet Started
$ 24 /mo on-premise
$ 49 /mo cloud solutionGet Started
$ 18.50 /mo on-premise
$ 43.50 /mo cloud solutionGet Started
|Store any file type
|Retention policies & purge manager
|Customizable folder templates
|Scanning interface & OCR
|Tickmarks and Stamps
|AFR (Form Recognition)
|AutoFile to archive work binder & portal
|Budget/Actual, capacity time reports
|Staff assignment tracking
|Customisable workflow templates
|Workflow Process Automation
|Workflow Default Assignments
|Unlimited Client Portals
|Secure file sharing & encryption
|Audit trail & event log
|Custom report builder
|Quick searching & filtering
|Microsoft Office integration
|DocuSign eSignature integration
|Tax Software integration
|Fx Engagement Batch Pring
Why choose us?
With over 40 years of industry experience, IRIS provides you with the tools you need to succeed.
Access client work without switching applications
Even the smallest click can add up over a year. Doc.It by IRIS stores and launches all project-related files so you can have what you need when you need it.
Scan and AutoFile
Never stop working to hunt down a file
All you have to do to add a new document is scan it. Our advanced forms recognition technology will identify, consistently name, and organize the document from there. Every file will automatically be where it belongs.
You don’t need an Adobe license
Rather than paying a monthly license fee, plus all the add-ons, Doc.It’s PDF editor does it for you. Additionally, it provides hundreds of accountant-specific tick marks, a calculator, and the ability to add digital signatures for zero added cost.
Stay compliant automatically
With accurate and consistent naming conventions and file management, it’s easy to maintain compliance without any extra admin time.
Doc.It Suite Overview
Many accounting firms still use paper for most processes – this is costly and inefficient. Doc.It solves that problem with a suite of document management, storage, workflow and web portal tools.
Workflow and efficiency challenges accounting firms of all sizes. Doc.It Workflow provides a simple solution for the management of work processes across your entire firm.
Doc.It’s PDF Editor is used to annotate, bookmark, merge, link pages, append, and highlight documents. Users can also easily run an electronic calculator tape and apply hundreds of accounting-specific tick marks.
Doc.It® Web Portal, branded with your firm’s name and logo, securely exchanges documents of all sizes with your clients. The portal runs on your own equipment and works with all common browsers.
Doc.It’s technical, client solutions, and customer care team members are highly qualified experts who work with accountants and accounting thought-leaders throughout North America. We treat clients as partners, from pre-sale through project completion and beyond. We believe in a holistic approach and provide best practices firms can build upon.
The Doc.It Inbox, a temporary digital storage location for new documents including printed or scanned documents that arrive as searchable PDFs, handles document routing enhancing workflow. Documents in the Inbox can be worked on prior to storing to a work area or its final destination.
Doc.It Work Binders organize documents in a centralized multi-user electronic binder with a familiar folder structure. Work Binders contain documents in their native file formats organized in firm-defined folder structure unique for every engagement type.
Once you have gone digital, you wil need a permanent secure storage solution for your firm’s most important documents. Browse, navigate, and share your digital documents instantly with the Doc.It Archive.
Scan & Organize
Doc.It® Suite includes Scan and Organize tools promote firm-wide standardization. Scan from anywhere with a high accuracy rate of text conversion. Doc.It’s Scan and Organize tools include Advanced Forms Recognition used to identify documents by type, automatically applying naming conventions.
Follow the lead of the top accounting and tax firms using Doc.It to drive more efficiency
Get In Touch
Your time matters. Learn how to do more with Doc.It by IRIS document management software by contacting our specialists today. We’ll help you find a solution that will best help to streamline your firm’s workflow.
Do more every day
See how you can achieve more daily by utilizing a document management software solution like Doc.It by IRIS.
Customer success stories
“DOC.IT SUITE WORKS! IT WILL DO SO MUCH FOR YOUR FIRM AND HANDLE WORKFLOW AS WELL.” – Don Grefe, CPA, Owner OUR IT SOLUTION We manage IT in-house…
YOUR PROCESSES CAN ABSOLUTELY BE IMPROVED. DOC.IT HELPED US TO SEE WHERE WE WERE AND WERE NOT EFFICIENT. WHAT DROVE YOU TO INVESTIGATE DOC.IT? One of our partners…
DOC.IT HAS MADE FOR A MUCH EASIER CLOSE TO THE TAX SEASON PRODUCTIVITY With Doc.It, our workflow has changed and sped processes up so that more of the…