Doc.It Suite

IRIS Document Management is a solution designed to streamline accounting workflows by providing centralized access to documents, customer data, and workflows. It enhances productivity, improves client communication, and ensures top-notch data security, allowing you to focus more on billable client work and less on paperwork.

The client portal allows you to securely share documents with clients through encrypted links. Clients can also send documents directly to their individual client file areas, enabling a bidirectional flow of information. You can create request lists to track needed documents and make announcements directly through the portal.

IRIS Document Management offers unlimited customer service with a dedicated core support team available to assist you. Additionally, you have access to a comprehensive suite of training videos to help train your staff and improve adoption rates and proficiency.

IRIS Document Management provides robust security measures, including CRM security that can restrict access to some or all users to protect clients' information. These measures are customized to suit the varying needs of different client interactions, ensuring your data and your clients' data remain safe.

A work binder is a feature in IRIS Document Management that allows you to store all files related to a particular topic, such as all tax returns from a specific client, in one place. This enables you to access or open all relevant files with a single click, streamlining your workflow.

The auto-routing feature in IRIS Document Management monitors your folders for new documents and performs actions like renaming, splitting into multiple PDFs, publishing to client portals, adding to workflows, or emailing to your clients when they are uploaded to a folder. This facilitates a truly effortless document management solution.

Yes, IRIS Document Management simplifies compliance management with its robust file management and accurate, consistent naming conventions. These features ensure that your documents are organized and compliant without the need for additional administrative efforts, saving you valuable time and resources.

Doc.it and iChannel are the original product names of two document management solutions provided by IRIS. IRIS Document Management combines the features and functionality of both Doc.it and iChannel into one powerful multi-purpose document management solution.