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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
The Seismic Enablement Cloud, a comprehensive platform, is designed to improve the ability of sales, marketing and customer success teams to engage and convert their customers. It includes a variety of features, including content management, coaching tools, and sales training. This ensures that teams have access to the right resources, at the right time. Seismic's powerful analytics allow users to track engagement, optimize performance and gain insights into the effectiveness of content and team activities. The platform uses AI and machine-learning to provide personalized content suggestions and streamline workflows. This makes it easier for teams and their members to collaborate and grow revenue. Seismic unifies enablement functions to help organizations improve sales effectiveness and accelerate the buyer's experience, ultimately achieving better business outcomes.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Marketo Engage
No
Allego
No
CCH ProSystem fx
Yes
CCH iFirm
Yes
CaseWare IDEA
Yes
Caseware Corporation Tax
Yes
DT Practice
Yes
Drake Tax
Yes
Dropbox
No
Eloqua
No
Integrations
Adobe Marketo Engage
Yes
Allego
Yes
CCH ProSystem fx
No
CCH iFirm
No
CaseWare IDEA
No
Caseware Corporation Tax
No
DT Practice
No
Drake Tax
No
Dropbox
Yes
Eloqua
Yes
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
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
Seismic
Founded
2010
Country
United States
Website
www.seismic.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
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 Creation
Advertising Content Creation
No
Case Study Creation
No
Collaboration Tools
No
Content Calendar
No
Content Creator Marketplace
No
Content Curation
No
Content Planning
No
Content Topic Research
No
Create Reports
No
Marketing Content Creation
No
Quiz Creation
No
Sales Content Creation
No
Template Creation
No
User-Generated Content
No
Video Content Creation
No
Visual Content Creation
No
Written Content Creation
No
Document Control
Archiving & Retention
Yes
Automated Routing
No
Change Management
Yes
Compliance Management
Yes
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
No
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
Yes
For Engineering Documents
No
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
No
Centralized Sales Content Repository
No
Collaboration Tools
No
Content Recommendations
No
Email Management
No
Engagement Analytics
No
Interaction Tracking
No
Personalization
No
Sales Partner Management
No
Sales Training / Onboarding
No
Video File Management
No
Sales Enablement
Collaboration
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
Yes
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
Yes
