IRIS Document Management is IRIS’s cloud-native document management system for accounting and professional services firms. It works both as a standalone system and as an add-on to IRIS Firm Management. It’s also available to existing IRIS Doc.It and IRIS iChannel customers as well as new customers, bringing document management capabilities of Doc.It, iChannel and more onto a single modern cloud platform for securely storing, organizing, routing, searching and sharing client documents.

Yes. IRIS Document Management is designed for CPA firms moving off legacy or on-premise document systems, including mid-size firms that want cloud-native security, search and retention without the complexity of an enterprise-only platform. Firms already using, or considering, IRIS Firm Management get added value from the two working together.

Document management software supports a regulated CPA practice by giving firms role-based access control, full audit trails, retention management and legal holds in one system. This helps firms restrict access to authorized staff, maintain a defensible record of who accessed or changed a document, and apply consistent retention and litigation-hold policies — reducing reliance on ad hoc filing across email and shared drives.

Yes. IRIS Document Management is designed to store, organize and secure the tax documents, workpapers and engagement files CPA firms handle every day, with full-text search and OCR to make specific documents easy to find during tax season and beyond. Retention management and access controls apply to these documents just like any other client file.

IRIS Document Management can be paired with IRIS Firm Management to bring time, WIP, billing, due dates, reporting, and document management into one connected platform.

No. IRIS Document Management works as a fully standalone system and doesn’t require any other IRIS product. It’s also available as an add-on to IRIS Firm Management for firms that want documents connected to the right client and engagement automatically — but this integration is optional, not a requirement. It’s also available to existing IRIS Doc.It and IRIS iChannel customers, whether or not they use IRIS Firm Management.

Yes. IRIS Document Management includes a secure client portal that supports document submission and publishing, with folder-level security, two-factor authentication and retention controls. This gives firms a secure, auditable alternative to exchanging sensitive financial documents by email. Firms can also apply their own branding and logo to the portal, so it looks and feels like part of their own practice rather than a third-party tool.

AI-powered search is designed to cut the time your team spends hunting for files by returning results instantly, instead of browsing folder structures. AI-assisted categorization is designed to support automatic filing of incoming documents to the right client and engagement. Your team retains full oversight and can review, adjust or correct filing at any time.

Yes. IRIS Document Management is available to existing IRIS Doc.It and IRIS iChannel customers, as well as new customers, and is designed as the platform Doc.It and iChannel are converging into. It’s also designed to support firms moving off paper filing or legacy on-premise servers, as digitization, OCR and rules-based autofiling help get documents organized from day one. Migration scope and effort depend on the volume and structure of your existing documents — your IRIS account team can help plan this.