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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
They possess all the essential data necessary for the smooth operation of a business, aiding in future planning while also documenting its historical information. As organizations expand, so do their various departments and the multitude of related documentation. Effectively overseeing these documents becomes crucial, as a disorganized system can lead to chaos that drains resources and hinders operational efficiency, ultimately affecting customer satisfaction and the overall success of the business. This situation necessitates the use of advanced technology that not only provides efficient storage solutions but also helps minimize storage costs, keeps thorough records of all information, and facilitates version control—the method of maintaining different iterations of documents. i-doc is consistently refined to address these challenges and to explore innovative opportunities for future growth. By leveraging such technology, businesses can ensure that they remain competitive and agile in a rapidly changing environment.
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
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
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Doc.It Inc.
Founded
2001
Country
Canada
Website
www.doc-it.com
Vendor Details
Company Name
Somnetics
Website
somnetics.in/software/i-doc
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 Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
