Audience
Accounting Firms
About Doc.It by IRIS
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency.
Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents.
Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users.
There are three product options depending on your firms needs.
1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations.
2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage.
3. Doc.It Explore is the starting point for document storage. and includes the PDF editor
Other Popular Alternatives & Related Software
LogicalDOC
LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more.
Schedule a free, no obligation, one-on-one demo today.
Learn more
Interfacing Integrated Management System (IMS)
Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness.
Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.
Learn more
ONLYOFFICE Docs
ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more.
When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience.
You can use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform that allows you to create dedicated spaces where you can assign access permissions and collaborate with your teammates. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.
Learn more
Apryse PDF SDK
Apryse (formerly PDFTron) powers the future of document technology.
We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier.
With Apryse, you can:
Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance.
Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies.
Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities.
Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences.
Learn more
Pricing
Starting Price:
$29.00/month/user
Pricing Details:
$39.00/month/user
$29.00/month/user 40+ users
$29.00/month/user 40+ users
Integrations
Company Information
Doc.It Inc.
Founded: 2001
Canada
www.doc-it.com
Videos and Screen Captures
Other Useful Business Software
MongoDB Atlas runs apps anywhere
MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Doc.It by IRIS Frequently Asked Questions
Doc.It by IRIS Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
File Sharing
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Workflow / Approval Process
Feedback Management
Messaging / Discussion
Video / Image Editing
Document Control
Archiving & Retention
Automated Routing
Change Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Compliance Management
Document Generation
Batch Processing
Collaboration
Digital Signature
Multiple Output Formats
Templates
Interaction Tracking
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Document Version Control
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
Revision History
Version Comparison
Version Rollback
For Engineering Documents
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Portal
Collaboration
Content Management
Document Management
File Sharing
Search
Chat
