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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
Heretto is the ultimate AI-powered content operations platform for customer-driven companies. Empower users to resolve product issues independently with our end-to-end cloud-based CCMS, Deploy API, and Portal. Create, manage, and distribute personalized documentation seamlessly for exceptional content experiences.
API Access
Has API
No
API Access
Has API
Yes
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
No price information available.
Free Trial
No
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Heretto
Country
United States
Website
heretto.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
Content Management
Audio Content
No
Customizable Templates
Yes
Document Indexing
No
E-forms
No
Full Text Search
Yes
Image Editor
No
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
No
Website Management
No
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 Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
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
No
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
eLearning Authoring Tools
Content Import / Export
Yes
Course Publishing
No
Gamification
No
Instructor-Led Courses
No
Interactive Content
Yes
PowerPoint Conversion
Yes
Self-Paced Courses
No
Storyboarding
No
Template Management
Yes
Test / Quiz Creation
Yes
Video Management
No
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
Yes
Digital Asset Management
No
Document Management
Yes
Electronic Signature
Yes
Information Governance
Yes
Mobile Access
No
Search
Yes
Version Control
Yes
Workflow Management
Yes
Help Authoring Tools
Collaboration Tools
Yes
Content Library
Yes
Drag & Drop Editing
No
Image Library
No
Import HTML / Word
No
Multi-Format Output
Yes
Offline Editing
No
Preview Output
No
Screenshot Tool
No
Search
No
Templates
No
Text Editor / Word Processor
No
Translation Tools
Yes
Version Control
Yes
Proofreading
Contextual Speller
Yes
Dictionary / Thesaurus
Yes
Grammar Check
Yes
Plagiarism Detection
No
Punctuation Check
No
Reporting & Statistics
No
Spell Check
Yes
Style Check
Yes
Text Editor
Yes
Translation Management
Billing & Invoicing
No
CRM
No
Collaboration
Yes
For Software
No
For Websites
No
Localization Automation
No
Machine Translation
No
Marketing Management
No
Order Management
No
Permission Management
No
Project Tracking
No
Quality Control
No
Quotes / Estimates
No
Resource Management
No
Terminology Management
No
Translation Analytics
No
Translator Database
No
Version Control
Yes
Workflow Management
Yes
