IRIS Document Management

Organize and manage client data and documents, edit PDFs, exchange files, and track requests to streamline accounting processes and improve efficiency.

IRIS Document Management Details

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.

What is IRIS Document Management?

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.

Key Features of IRIS Document Management

Automatic Document Routing

Automatic Document Routing

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.

Document Requests and Client Lists

Document Requests and Client Lists

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.

Work Binders

Work Binders

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.

Scan and AutoFile

Scan and AutoFile

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.

Built-in PDF Editor

Built-in PDF Editor

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.

Compliance and File Management

Compliance and File Management

Maintain organized and compliant records with structured file management and consistent naming conventions, reducing administrative effort and ensuring documents meet regulatory requirements.

Simplify Document Workflows with IRIS and QuickBooks on Ace Cloud Hosting

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.

Bank-level Security

Bank-level Security

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.

Round-the-clock Support

Round-the-clock Support

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.

All-time Availability

All-time Availability

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.

Unparalleled Performance

Unparalleled Performance

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.

Unlimited Storage

Unlimited Storage

All business applications, including IRIS, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.

Advanced Infrastructure

Advanced Infrastructure

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.

Integrate IRIS Document Management with QuickBooks

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.

Frequently Asked Questions

Is IRIS Document Management secure for handling client documents?

Yes, IRIS Document Management is designed to be secure for handling sensitive client documents, featuring end-to-end encryption, restricted access controls, and comprehensive audit trails, specifically for accounting and financial firms. It enables secure document sharing through client portals, ensuring compliance with data protection regulations.

IRIS Document Management works with both QuickBooks Desktop and QuickBooks Online, allowing firms to link documents to transactions across different environments. The integration approach may vary based on the specific IRIS solution and the QuickBooks version used.

Yes. It helps organize and manage documents across multiple client files, making it easier to maintain consistency and control over financial documentation.

Yes. It includes built-in capabilities like PDF editing and document organization, reducing the need for additional software.

Reviews

quote-icon-ppc
I really like how Iris Document Management combines strong usability with strict compliance for the German market, which many document systems struggle to balance well. The OCR and full-text search features are extremely reliable and fast, allowing us to find any invoice, contract, or client document within seconds.
Review Ong2-logo
quote-icon-ppc
I recently had the opportunity to try out Doc.it, a powerful online document collaboration tool, and I must say I was quite impressed with its features and user-friendly interface. Doc.it provides an efficient platform for teams to collaborate on documents, streamline workflows, and enhance productivity.
Review Ong2-logo