IRIS Software Group

Doc.It gives accounting and tax firms a competitive advantage with our best of breed document management, workflow, and portal solutions. Our multiple product integrations and partnerships ensure engagement information is available when you need it and wherever you need it, whether you are at the office or on the go.

Front-end document scanning allows you to work on engagements digitally from anywhere, and automates those highly manual, time wasting tasks. Workflow capabilities give management a clear picture of how work is progressing and ensures staff always knows what is on their plate. Our secure web based portal is easy to use, customizable, and loaded with features.

Simply put, Doc.It is the industry standard that allows you to operate more efficiently and effectively.                  

We have been helping firms optimize and standardize their processes since 2004 and have developed and refined our products based on the needs of our customers and industry professionals. Our dedicated team of accountants, software and security experts are at your side for implementation, training, tips, and support for as long as you use the software. 

Interested in learning more?

Schedule a 15-minute conversation

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Other helpful resources

Brief Doc.It Suite Overview Video

Doc.It Suite Brochure

Data Conversion Information

Customer testimonial

We are happy to offer all CPAmerica members 50% off implementation


CPAmerica does not specifically endorse the services of providers who have offered preferred pricing to our members. Member firms should use appropriate due diligence when booking such services.