Doc.IT

Accounting Document Management Softwaredoc-it.com

Doc.IT provides cloud-based document management software for accounting firms, now consolidated into IRIS Document Management under IRIS Software Group. The platform offers workflow automation, client portals, and accountant-specific PDF tools, serving CPA practices globally on a subscription basis.

Company typePrivate
Founded2001
HeadquartersAncaster, Canada
Headcount11–50
GTM typeB2B
OfferingSoftware

What Doc.IT does

Doc.IT provides cloud-based document management software purpose-built for accounting firms and CPA practices. Originally founded as a standalone document management brand and headquartered in Ancaster, Ontario, Doc.IT is now operated under IRIS Software Group, whose parent entity is IRIS Capital Limited, a UK private limited company registered in Slough. The platform has consolidated the Doc.it and iChannel product lines into a single unified offering branded as IRIS Document Management, combining document storage, automated workflow routing, secure client portals for bidirectional document exchange, a built-in PDF editor with accountant-specific tick marks, and compliance-oriented features including standardized naming conventions and retention/purging processes.

The product is sold on an annual, quote-based subscription via direct sales through the IRIS corporate website. Go-to-market is sales-led with dedicated document management specialists conducting personalized demos and providing assisted data migrations and onboarding. The company claims customer-reported outcomes of a 20% reduction in file preparation time and at least 2x faster file retrieval. Named customers include BakerTilly, PBMares, Demers Beaulne LLP, Carrie Ware & Company, Cassell and Hendricks CPA, Fulvio & Associates LLP, Rozovics Group LLP, VRS CPA, and SLD, indicating an enterprise-leaning mix with at least one large anchor client.

The business is a product brand within IRIS Software Group's broader accounting, payroll, and HR software portfolio, which also includes IRIS Firm Management, Practice Management Software, IRIS Payroll Software, and HCM Software via an Apex HCM partnership. The company claims global service coverage with primary operating geographies in the UK and North America. No revenue figures, funding rounds, or detailed leadership information beyond founder/CTO Howard Brown are disclosed in available data.

Doc.IT firmographics

Firmographics

Name: Doc.IT
Legal name: IRIS Capital Limited
Website: https://doc-it.com
Company type: Private
Founded year: 2001
Operating status: Operating
Headcount range: 11–50 employees
Short description: Doc.IT provides cloud-based document management software for accounting firms, now consolidated into IRIS Document Management under IRIS Software Group. The platform offers workflow automation, client portals, and accountant-specific PDF tools, serving CPA practices globally on a subscription basis.
Ownership category
akta.pro rank

Doc.IT industry classification

Industry

Product category: Accounting Document Management Software
NAICS: Software Publishers (5132), Software Publishers (51321), Document Preparation Services (56141)
SIC: Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)
akta.pro industry: PRIMARYHDAEAGAJ
Content Governance, Compliance, Retention & eDiscovery
Hardware, Technology & Telecom/Enterprise Platforms & Databases/Enterprise Content Management (ECM) & Document Management
SECONDARYBPAAAKAB
OCR, ICR & Intelligent Document Processing (IDP)
Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Data Entry, Data Processing & Document Digitization
SECONDARYBPAAAKAA
Document Scanning & Imaging (Paper-to-Digital Conversion)
Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Data Entry, Data Processing & Document Digitization

Keywords

Accounting document management
Document management software
CPA workflow automation
Client portal software
Practice management software

Where Doc.IT is headquartered

Location

Headquarters

HQ city: Ancaster
HQ country: Canada
HQ region: North America

Offices1 record

Markets served

Doc.IT business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

Software Subscription: Subscription-based pricing model for document management software access, including core support services, training resources, and ongoing product updates.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Standard subscription with comprehensive features and support

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Doc.IT product offering

Product offering

Core offering

Doc.IT (now marketed as IRIS Document Management) sells a cloud-based document management platform built specifically for accounting firms and CPA practices. The platform unifies the legacy Doc.IT and iChannel feature sets into a single solution covering centralized document storage, automated document routing and filing, an encrypted client portal for document exchange, workflow and deadline management, accountant-specific PDF editing with tick marks, role-based security, and configurable reporting. Customers subscribe via quote-based annual subscriptions that include core support, implementation assistance, and training.

Product overview

Doc.IT, now part of IRIS, offers IRIS Document Management as a unified platform that consolidates the functionality of its original Doc.it and iChannel products. The core offering combines document management, workflow automation, client portals, and compliance tools specifically designed for accounting firms. Key features include Work Binders for centralized file access, Scan and AutoFile for automated document processing, a built-in PDF Editor with accountant-specific tools, and a Client Portal for secure document exchange. Additional related products include IRIS Firm Management (integrated practice and document management), Practice Management Software, and IRIS Payroll Software, along with HCM Software through the Apex HCM partnership.

Differentiator

Problem solved

Functional benefit

Brands

iChannel: Document management solution by IRIS that has been combined with Doc.it into IRIS Document Management. Features include automatic document routing, CRM functionality, and workflow automation.

Products and services

IRIS Document Management (Doc.IT + iChannel) Unified cloud-based document management solution combining the functionality of Doc.it and iChannel, providing centralized document storage, automated routing and filing, workflow management, an encrypted client portal, a built-in PDF editor with accountant tick marks, role-based security, and reporting for accounting firms and CPA practices.
IRIS Firm Management Integrated accounting practice management and document management software for CPA firms that combines workflow management and document management capabilities in a single platform.
Practice Management Software Stand-alone accounting practice management software for CPAs and accountants, offered separately from the IRIS Firm Management integrated suite.
Document Management Software (Stand-alone) Stand-alone accounting document management software for CPAs and accountants, sold separately from the integrated practice management suite.
IRIS Payroll Software Payroll software designed for accountants and payroll service bureaus, available within the IRIS product portfolio.

Quantifiable outcome

20% decrease in time working on files
+1 more outcomes

Companies that use Doc.IT

Customer profile

Named customers9 records

Segments2 records

Ideal customer profiles1 record

Doc.IT technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature9 records

Doc.IT partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

CaseWarecoreTechnology or IntegrationCaseWare is listed as a compatible/integrated product with IRIS Document Management, shown in the customer logos section indicating interoperability for accounting firm workflows.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Doc.IT competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Doc.IT financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Doc.IT leadership team

Management profile

Number of profiles

Profiles1 record

Doc.IT funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Doc.IT M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Doc.IT

What does Doc.IT do?

Is Doc.IT a public or private company?

Doc.IT is a private company. It is classified as corporate owned and is currently operating.

When was Doc.IT founded?

Doc.IT was founded in 2001. It employs 11 to 50 people.

Where is Doc.IT based?

Doc.IT is headquartered in Ancaster, Canada, in the North America region.

How does Doc.IT make money?

One revenue line is on record: software Subscription.

Does Doc.IT have an API?

No public API is recorded for Doc.IT.

What industry is Doc.IT in?

Doc.IT's product category is Accounting Document Management Software. Its primary akta.pro industry code is HDAEAGAJ, Content Governance, Compliance, Retention & eDiscovery, with a secondary code of BPAAAKAB, OCR, ICR & Intelligent Document Processing (IDP). Its NAICS code is 5132 and its SIC code is 7372.