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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.
Description
Enterprise File Fabric™, a private, secure, policy driven multi-cloud content and collaboration platform, provides an efficient, secure, and private solution for storing, sharing, and collaborating with other users. It doesn't ship with storage. It works with any company's existing storage portfolio, on-cloud or off-premises. Enterprise File Fabric™, unifies, secures, and makes all types of storage (including object storage), easily accessible for end-users. The Enterprise File Fabric for Compliance is available in three product variations: 1. It enforces GDPR/CCPA/ HIPAA by providing intelligent policy-based enforcement across all corporate data. 2. The Enterprise File Fabric for Media and Entertainment provides a unified view to media assets that can both be distributed on-cloud and on premises.
API Access
Has API
No
API Access
Has API
No
Integrations
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
Integrations
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
Pricing Details
$29.00/month/user
$39.00/month/user
$29.00/month/user 40+ users
$29.00/month/user 40+ users
Free Trial
No
Free Version
No
Pricing Details
$5 per user per month
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Doc.It Inc.
Founded
2001
Country
Canada
Website
www.doc-it.com
Vendor Details
Company Name
Storage Made Easy
Founded
2010
Country
United Kingdom
Website
storagemadeeasy.com
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
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
Product Features
Cloud Management
Access Control
Yes
Billing & Provisioning
No
Capacity Analytics
No
Cost Management
No
Demand Monitoring
No
Multi-Cloud Management
Yes
Performance Analytics
No
SLA Management
No
Supply Monitoring
No
Workflow Approval
Yes
Collaboration
Brainstorming
No
Calendar Management
No
Chat / Messaging
No
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
No
Real Time Editing
Yes
Task Management
No
Version Control
Yes
Video Conferencing
No
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Content Management
Audio Content
No
Customizable Templates
No
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
No
Text Editor
No
Version Control
No
Video Content
No
Website Management
No
Data Discovery
Contextual Search
No
Data Classification
Yes
Data Matching
Yes
False Positives Reduction
No
Self Service Data Preparation
No
Sensitive Data Identification
Yes
Visual Analytics
No
Data Governance
Access Control
Yes
Data Discovery
Yes
Data Mapping
Yes
Data Profiling
Yes
Deletion Management
No
Email Management
Yes
Policy Management
No
Process Management
No
Roles Management
No
Storage Management
No
Data Management
Customer Data
Yes
Data Analysis
No
Data Capture
No
Data Integration
Yes
Data Migration
Yes
Data Quality Control
No
Data Security
Yes
Information Governance
Yes
Master Data Management
Yes
Match & Merge
No
Data Visualization
Analytics
No
Content Management
Yes
Dashboard Creation
Yes
Filtered Views
No
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
Yes
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
Yes
Enterprise Architecture
Application Portfolio Management
No
Architecture Governance
No
Capability Mapping
No
Diagramming
No
Idea Management
No
Modeling & Simulation
No
Project Management
No
Risk Assessment
No
Transformation Roadmapping
No
Version Control
Yes
HIPAA Compliance
Access Control / Permissions
Yes
Audit Management
Yes
Compliance Reporting
Yes
Data Security
Yes
Documentation Management
Yes
For Healthcare
No
Incident Management
No
Policy Training
Yes
Remediation Management
No
Risk Management
Yes
Vendor Management
No
Master Data Management
Data Governance
Yes
Data Masking
No
Data Source Integrations
No
Hierarchy Management
No
Match & Merge
No
Metadata Management
Yes
Multi-Domain
No
Process Management
No
Relationship Mapping
No
Visualization
No
