Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline and digitalize organizational workflows by utilizing customizable templates for document creation. Ensure that templates feature dynamic content and maintain consistency in data fields throughout various documents. Focus on template management, workflow construction, and the standardization of processes and data across multiple business functions. This approach drastically reduces the necessity of handling numerous document formats that cater to different product lines. Facilitate the development of business workflows that incorporate various document types while also ensuring that they are equipped with searchable and indexed metadata. With DigiDocs' seamless integration with DigiSign, you can effortlessly create a standardized document, auto-fill it with pertinent information, and obtain digital or electronic signatures from several parties involved. As a result, this system not only enhances operational efficiency but also promotes collaboration among stakeholders.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
DigiSign
Docusign
Docusign Insight
Drake Tax
Intuit ProSeries Tax

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
DigiSign
Docusign
Docusign Insight
Drake Tax
Intuit ProSeries Tax

Pricing Details

$0.68 per 2 months
Free Trial
Free Version

Pricing Details

$29.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Digio.in

Founded

2016

Country

India

Website

www.digio.in

Vendor Details

Company Name

Doc.It Inc.

Founded

2001

Country

Canada

Website

www.doc-it.com

Product Features

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

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

Document Version Control

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

PDF

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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

Alternatives

SCHEMA ST4 Reviews

SCHEMA ST4

SCHEMA Group
SYDLE ONE Reviews

SYDLE ONE

SYDLE
UnForm Reviews

UnForm

Synergetic Data Systems, Inc.
Assai Reviews

Assai

Assai Software Services