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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
Open source content management system that allows for flexible and composable content structures.
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
$0
Free and Open-Source
Free Trial
Yes
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
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
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Doc.It Inc.
Founded
2001
Country
Canada
Website
www.doc-it.com
Vendor Details
Company Name
Apache Sling
Country
United States
Website
sling.apache.org
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
Blog
Analytics
No
Collaborative Writing
No
Comment Moderation
Yes
File Sharing
Yes
Group Posting
No
Monetization Tools
No
Post Management
Yes
Search
Yes
WYSIWYG Rich Text Editing
Yes
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
No
SEO Management
Yes
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Digital Asset Management
Asset Categorization
Yes
Asset Library
Yes
Asset Sharing
No
Brand Control
No
Customizable Branding
Yes
File Conversion
Yes
Metadata Management
Yes
Mobile App
No
Reporting/Analytics
No
Search Within Document
No
Search/Filter
Yes
Version Control
Yes
Watermarking
No
Workflow Management
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Document Version Control
Access Controls/Permissions
Yes
Approval Process Control
No
Archiving & Retention
No
Audit Trail
No
Commenting / Notes
No
Document Check-in / Check-out
Yes
For Engineering Documents
No
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
Enterprise Content Management (ECM)
Archiving & Retention
No
Collaboration Tools
Yes
Content Lifecycle Management
No
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
No
Information Governance
No
Mobile Access
Yes
Search
Yes
Version Control
Yes
Workflow Management
No
Experience Management
Action Management
No
Analytics
No
Customer Segmentation
No
Dashboard
No
Feedback Management
No
Knowledge Management
No
Multi-Channel Collection
No
Sentiment Analysis
No
Survey Management
No
Text Analysis
Yes
Trend Analysis
No
Java CMS
Approval Process Control
No
Document Management
Yes
Indexing
Yes
Permission Management
Yes
Rich Text Editor
Yes
Rule Based Publishing
No
SEO Management
Yes
Search
Yes
Template Creation
Yes
Version Control
Yes
Mobile Content Management System
Data Synchronization
No
Document Management
Yes
File Sharing
Yes
Mobile Capture
No
Offline Access
No
Permission Management
Yes
Personalization
No
Search
Yes
Templates
Yes
Version Control
Yes
Website Builder
Auto Update
No
Content Import / Export
Yes
Drag & Drop
Yes
Invoices
No
Landing Pages / Web Forms
Yes
Newsletter Management
No
Online Booking
No
Online Store Builder
No
Pre-built Templates
Yes
Real Time Editing
Yes
SEO
Yes
Survey Builder
No
White Label
No
