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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
FormKiQ is a document management system that can save you months of development time while lowering costs. This is due to its scaleable architecture, built on AWS best-in-class cloud technologies.
Based on its API-forward design and robust front-end client, FormKiQ can be headless or web-based, or a little bit of both. And no matter how you integrate, you get 100% of the code, and none of the agony of building document management software from scratch.
NOTE: along with the Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Docusign
Yes
Active Directory
No
Amazon Cognito
No
Amazon Comprehend
No
Amazon S3
No
Amazon Textract
No
Amazon Web Services (AWS)
No
CCH Axcess Tax
Yes
CCH ProSystem fx
Yes
CCH iFirm
Yes
Integrations
Docusign
Yes
Active Directory
Yes
Amazon Cognito
Yes
Amazon Comprehend
Yes
Amazon S3
Yes
Amazon Textract
Yes
Amazon Web Services (AWS)
Yes
CCH Axcess Tax
No
CCH ProSystem fx
No
CCH iFirm
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
$1,299 per month
Free Trial
No
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
No
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Doc.It Inc.
Founded
2001
Country
Canada
Website
www.doc-it.com
Vendor Details
Company Name
FormKiQ
Country
Canada
Website
www.formkiq.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
Document Control
Archiving & Retention
Yes
Automated Routing
Yes
Change Management
No
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
Yes
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
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
No
For Engineering Documents
Yes
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
No
Digital Asset Management
No
Document Management
Yes
Electronic Signature
Yes
Information Governance
Yes
Mobile Access
No
Search
Yes
Version Control
Yes
Workflow Management
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
OCR
Batch Processing
No
Convert to PDF
No
ID Scanning
No
Image Pre-processing
No
Indexing
Yes
Metadata Extraction
Yes
Multi-Language
No
Multiple Output Formats
No
Text Editor
No
Zone Selection Tool
No
