Accounting document management software

IRIS DocIt work binders bring structure to your document management – helping your team stay organized, consistent, and compliant across every client and engagement.  

• Story any file, any format – Upload documents from any source with no size limits.  

• Collaborate in real time – Work without check-in and check-out delays or version issues. 

• Stay compliant – Set retention policies and file purge management to meet  statutory requirements, litigation obligations, and business needs.  

• Standardize file structures – Use customizable folder templates for consistency across projects.  

• Scan and search fast – Capture paper documents with document scanning and OCR, and find files fast. 

Bring workflow and document access together in one place using the IRIS DocIt binder explorer – making it easier for teams to stay on top of deadlines, track progress and manage files.  

• Access everything in one view – Use IRIS DocIt’s binder explorer to see workflow status and related client documents. 

• Connect to CaseWare – Customize your work binders, linking directly to CaseWare files for seamless workflow tracking. 

• Built-in workflow  – Native task tracking ensures a consistent, reliable process across teams. 

• Tailor customer reports and task lists – Configure workflows to match how your firm operates. 

IRIS DocIt makes finding, previewing, and filing documents fast and effortless — reducing admin time and keeping everything connected to your workflows.  

• Fast, connected browsing – Instantly access documents linked to client workflows.  

• Search smarter – Powerful search engine with built-in preview so you can find files without opening them. 

• OCR included – Documents are automatically scanned and indexed for fast, accurate search results. 

• Automate filing – Set up AutoFiling rules to capture and store documents from other core systems without manual steps. 

IRIS DocIt is built for accountants — making it easy to review, annotate, and organize PDF documents efficiently. 

• Edit with purpose – Use tools like drawing, text, markup, customizable and lockable stamping, plus calculator and letter and number hyperlink connectors. 

• Navigate with ease – Drag-and-drop bookmarks to sections quickly. 

• Keep documents aligned – PDFs automatically reorganize to match your updated bookmark structure. 

IRIS DocIt’s secure, easy-to-use client portal simplifies document exchange, reduces admin, and keeps everyone in sync. 

• Simple, secure access – Clients log in easily to a portal with a clean interface and optional two-factor authentication. 

• One login, multiple entities – Clients with multiple businesses can access everything in one place. 

• Stay notified – Automated alerts keep both clients and staff updated when files are shared or uploaded. 

• Request documents easily – Use provided by client (PBC) lists to collect what you need, tailored by client or job type. 

• Save time each period – Roll forward PBC templates to reduce repetitive admin.