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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
Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes.
You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence.
Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing.
You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal.
Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.
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
$37.50/month
Try free for 14 days
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
No
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
No
Live Rep (24/7)
Yes
Online Support
No
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
Onehub
Founded
2007
Country
United States
Website
onehub.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 Storage
Access Control
No
Archiving & Retention
Yes
Backup
Yes
Data Migration
No
Data Synchronization
Yes
Encryption
Yes
File Sharing
Yes
Version Control
No
Collaboration
Brainstorming
No
Calendar Management
No
Chat / Messaging
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
No
Real Time Editing
Yes
Task Management
Yes
Version Control
Yes
Video Conferencing
No
Content Collaboration
Client Portal
Yes
Cloud Storage
Yes
Digital Asset Management
No
Document Creation / Editing
Yes
Document Management
Yes
Electronic Signature
No
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
Content Management
Audio Content
Yes
Customizable Templates
No
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
Yes
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
No
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
No
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
No
Full Text Search
Yes
Version Control
Yes
Portal
Chat
No
Collaboration
No
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
No
Remote Work
Collaboration
Yes
Credential Management
No
Electronic Signature
No
Employee Monitoring
Yes
Live Chat
No
Meeting Management
No
Project Management
No
Remote Access
Yes
Remote Support
No
Screen Sharing
No
Softphone
No
Task Management
Yes
Time Zone Tracking
No
Video Chat
No
Web Conferencing
No
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
No
Due Diligence Management
Yes
Procurement Management
Yes
Project Management
Yes
Role-Based Permissions
Yes
Secure Preview
Yes
