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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

12d Synergy means efficiency for people who are tired of the chaos and slow pace of work. 12d Synergy allows you to work from anywhere and at any time, without being tied down to your desk. 12d Synergy represents productivity for pioneers who know that there is a better, smarter, faster and more efficient way to do work. With simple email management, retrieval, and filing, you can transform email clutter into reliable documentation. AEC offices are in dire need of a centralised, solid document management system. Superior folder-based geospatial management that speeds up data transfers and reduces data storage. It also streamlines worksharing. You can conquer CAD chaos with an automated, smarter way to manage your data. This will increase your productivity and efficiency.

Description

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AutoCAD Yes 
CCH Axcess Tax No 
CCH ProSystem fx No 
CCH iFirm No 
CS Professional Suite No 
CaseWare IDEA No 
Caseware Corporation Tax No 
DT Practice No 
Docusign No 
Docusign Insight No 
Drake Tax No 
Intuit ProSeries Tax No 
MYOB Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Xero Yes 

Integrations

AutoCAD No 
CCH Axcess Tax Yes 
CCH ProSystem fx Yes 
CCH iFirm Yes 
CS Professional Suite Yes 
CaseWare IDEA Yes 
Caseware Corporation Tax Yes 
DT Practice Yes 
Docusign Yes 
Docusign Insight Yes 
Drake Tax Yes 
Intuit ProSeries Tax Yes 
MYOB No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

12d Solutions

Founded

1989

Country

Australia

Website

www.12dsynergy.com

Vendor Details

Company Name

Doc.It Inc.

Founded

2001

Country

Canada

Website

www.doc-it.com

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management No 
Contract Management No 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management No 
Proposal Management No 
Quotes/Proposals No 
Visualization / Presentation No 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

Data Management

Customer Data No 
Data Analysis No 
Data Capture No 
Data Integration No 
Data Migration No 
Data Quality Control Yes 
Data Security No 
Information Governance No 
Master Data Management Yes 
Match & Merge No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents Yes 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

Product Features

Content Collaboration

Client Portal Yes 
Cloud Storage Yes 
Digital Asset Management Yes 
Document Creation / Editing Yes 
Document Management Yes 
Electronic Signature Yes 
Feedback Management No 
File Sharing Yes 
Messaging / Discussion No 
Real-Time / Interactive Editing Yes 
Roles / Permissions Yes 
Search Yes 
Version Control Yes 
Video / Image Editing No 
Workflow / Approval Process Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management Yes 
Compliance Management No 
Electronic Signature Yes 
Escalation Management Yes 
Periodic Review Yes 
Version Control Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History Yes 
Version Comparison Yes 
Version Rollback Yes 

PDF

Annotations Yes 
Convert to PDF Yes 
Digital Signature Yes 
Encryption Yes 
Merge / Append Yes 
PDF Reader Yes 
Watermarking Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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