| Price | Not publicly mentioned on the website. |
|---|---|
| Rating | 4.2/5 Based on 18 reviews on G2. |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Online, QuickBooks Desktop, Xero, Microsoft Office. |
| Developer | IRIS Software Group. |
Doc.it and iChannel are the original product names of two document management solutions that now come together as IRIS Document Management. It combines the features of both into one unified system, helping accounting firms store, manage, and share client documents while organizing workflows and improving collaboration.
IRIS Document Management integrates with QuickBooks to automate workflows, allowing users to capture, store, and link documents such as invoices and receipts directly to transactions. This reduces manual data entry and helps teams manage document collection and access information efficiently from one place.
Automatically monitor folders and route new documents by renaming files, splitting PDFs, publishing to client portals, adding to workflows, or sending them to clients, helping teams reduce manual effort and keep processes moving.
Request documents through email or a secure client portal and use reusable request list templates to standardize collection, track progress, and save time across client engagements.
Store and organize all project-related files in one place so teams can quickly access, manage, and launch the documents they need without searching across multiple systems.
Identify scanned documents, apply consistent naming conventions, and automatically organize files into a searchable database so every document is stored correctly and easy to find.
Edit PDFs, add accountant-specific tick marks, use a calculator, and apply digital signatures within the platform, eliminating the need for additional tools or licensing costs.
Maintain organized and compliant records with structured file management and consistent naming conventions, reducing administrative effort and ensuring documents meet regulatory requirements.
Running IRIS Document Management with QuickBooks on Ace Cloud Hosting creates a more connected workflow, reduces manual document handling, and enables secure access, automated backups, and reliable performance for managing client files and transactions from anywhere.
Multi-level security infrastructure safeguards your IRIS data with features such as multi-factor authentication, 256-bit data encryption, managed EDR, access controls, patch management, antivirus, and more.
24/7 dedicated support is available via phone, chat, or email. Our expert team ensures swift responses and effective resolutions to prevent downtime and maintain smooth accounting processes.
An SLA-backed guarantee of 99.99% uptime ensures uninterrupted operations for all IRIS users. Our Business Continuity and Disaster Recovery (BCDR) plan guarantees continuous operations, even in the event of a disaster.
High-Performance Computing (HPC) servers provide a seamless, real-time experience with no lag. Multiple users can work on IRIS simultaneously from different remote locations without any performance issues.
All business applications, including IRIS, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.
Tier-4 and Tier-5 data centers securely host your data and applications with redundant infrastructure and fault-tolerant systems. Comprehensive security measures include 24/7 CCTV surveillance and multi-level access restrictions.
Integrating IRIS Document Management with QuickBooks allows you to sync client financial data, import trial balances, and automate record-keeping directly into your accounting software.
Step 1
Step 1
Confirm the connector
Check whether your IRIS setup supports QuickBooks Desktop integration through IRIS Document Management, IRISXtract, or Capture for QuickBooks Desktop.
Step 2
Step 2
Connect QuickBooks Desktop
Open the QuickBooks Desktop company file and authorize the IRIS connector to access the required company data.
Step 3
Step 3
Capture and validate documents
Scan or upload documents into IRIS, then review and validate extracted details such as vendor, invoice, and transaction information.
Step 4
Step 4
Post and review in QuickBooks Desktop
Send the approved document data to QuickBooks Desktop and verify that the records are created or updated correctly.
