Accounting document management solutions
Firm-wide document management, simplified
Accuracy, efficiency, and simplicity—all three are non-negotiable in a document management solution when firm-wide productivity and profit health is on the line.
IRIS Document Management software has got you covered, ensuring you optimize workflows and align client documents and communications to save time and improve efficiency.
Explore our CPA and accounting document management software, iChannel and DocIt, today.
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Efficiency = productivity
Streamline document management with a centralized platform. Organize documents, data, and communications to optimize workflows, improving productivity firm-wide.
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Time-saving automation
Save time by automating administrative tasks as you organize, file, and share documents. Portals, trackers, and integrations drive efficiency so you can focus on your clients.
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First-class client experience
Use document management to enhance client experiences—offer convenient client portals, secure communication, and streamlined workflows for better, faster results.
Accounting document management software for CPA firms
How do IRIS document management solutions make your firm more efficient?
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Business insights reporting
Manage and access critical documents from one platform
Access and manage all client documents, emails, projects, and workflows seamlessly in one centralized CRM platform.
Say goodbye to scattered information and wasted time. With built-in advanced search functionality, you can quickly locate exactly what you need without switching between siloed software systems.
Whether it’s an important file, a crucial email, or a specific task in your workflow, IRIS Document Management software gives you a centralized view of everything you need, improving efficiency across your firm.
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Workflow management
Unblock workflows with firm-wide document management
Track projects, deadlines, and individual workloads from a single platform with our intuitive document management tools.
Gain a clear overview of your team’s progress at a glance, ensuring all tasks are moving forward as planned. Monitor timelines, allocate resources efficiently, and identify potential bottlenecks early to keep operations running smoothly and on schedule.
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Secure client portals
Improve client experience with secure online portals
Easily exchange documents with clients in a secure, branded environment that makes life easier for your staff and your clients.
Clients can upload their files directly into their personalized profiles. Not only does this keep documents organized, but it also allows clients to access, check, and share documents with you at any time, improving customer experience.
With secure client portals, you save valuable time, reduce the need for constant follow-ups, and maintain a professional, user-friendly experience that fosters trust and efficiency.
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System-wide integration
Sync up with wider systems for added efficiency
IRIS Document Management software integrates with leading platforms like DocuSign, Salesforce, CCH Engagement, and CaseWare.
Because data is free to flow back and forth between IRIS solutions and third-party software, you can effectively streamline workflows, save time switching between platforms, and enhance productivity.
These integrations also allow you to simplify complex processes, automate repetitive tasks, and ensure that your team can focus on what truly matters—delivering value and achieving your business goals.
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Firm-wide reporting
Make better, data-driven decisions
Generate, save, and reuse detailed reports to analyze user activity, operational processes, and workflows with ease.
By tracking key metrics and performance trends through your document management software, you can uncover actionable insights that drive smarter decisions, optimize workflows, and boost overall efficiency.
With customizable options, these reports help you stay informed and make data-driven choices tailored to your business needs.
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Simplified E-signatures
Embrace digital signatures with DocuSign integration
Simplify your approval processes with DocuSign integration, designed to streamline how you manage important documents.
With this powerful tool, you can send, sign, and track agreements in minutes, ensuring they are completed quickly, securely, and with ease—and all from your IRIS Document Management software.
Say goodbye to manual paperwork and hello to a faster, more efficient workflow.
Manage and access critical documents from one platform
Access and manage all client documents, emails, projects, and workflows seamlessly in one centralized CRM platform.
Say goodbye to scattered information and wasted time. With built-in advanced search functionality, you can quickly locate exactly what you need without switching between siloed software systems.
Whether it’s an important file, a crucial email, or a specific task in your workflow, IRIS Document Management software gives you a centralized view of everything you need, improving efficiency across your firm.
Find your ideal document management software
Simply fill in the form, and our team will be in touch with you shortly to answer queries, arrange personalized demos, or explore the best options for your firm.
“With IRIS Document Management, we have saved on average around 30 minutes (or $150 in time) per tax return we prepare. We do roughly 3,500 returns, so that is a significant saving of $525,000 for us from an administrative standpoint.”
Steven Kurinsky, Tax & Business Supervisor at DeLeon & Stang
Practice management for accounting and CPA firms
Take control with practice management software
Integrate document management with an all-in-one platform practice management solution that drives efficiency across your firm.
Take control of task management, improve billing and invoicing, and speed up workflows with IRIS practice management solutions.
Customers say it best
VRS Certified Public Accountants & Consultants
Buttle and Tavano Professional Corporation
PBMares CPAs and Consultants
Wiss & Company, LLP
Free guide
Saving time with IRIS Document Management software
What could your firm achieve with dozens (or even hundreds) of extra hours month on month? Discover how document management software can save your firm precious time today.
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Accounting firm management software
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Practice management for accountants and CPAs
Take control of task management and improve how you run your accounting or CPA firm with practice management solutions from IRIS.
Frequently asked questions about document management solutions
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Document management in accounting refers to organizing, storing, and accessing financial and professional records digitally.
It involves features such as file storage, workflow optimization, secure sharing, and automation to streamline processes, improve compliance, and save time for accounting professionals. -
Document management is crucial for accountants and CPAs because it:
- Saves time by enabling quick access to client files
- Automates repetitive tasks like naming, filing, and sharing documents, reducing manual effort
- Improves compliance with secure storage, consistent naming conventions, and audit trails
- Enhances collaboration across teams and locations, ensuring efficient workflows
- Delivers a better client experience with self-service portals and seamless communication -
IRIS provides two comprehensive document management solutions—iChannel and Doc.It—designed specifically for accounting and CPA firms. Key features include:
- Secure client portals for sharing and receiving sensitive documents
- Workflow management to track and meet deadlines
- Automated routing for organizing files accurately
- Built-in PDF editor for seamless document editing without additional software.
- Optical Character Recognition (OCR) tools for converting scanned documents into searchable text
- Integration with software like QuickBooks, CaseWare, and Microsoft Office -
The best document management software should meet the unique needs of accountants and CPAs by offering:
- Powerful automation tools for efficiency
- Customizable features tailored to an accounting firm’s workflow
- Tight security measures to protect client data
- Seamless integration with accounting tools and software
IRIS’s solutions—iChannel and Doc.It—are industry leaders that provide easy-to-use, high-functionality tools to help accounting professionals streamline their processes and focus on high-value tasks. -
IRIS puts data security first, offering robust features designed to protect sensitive information and ensure compliance.
- Encrypted file sharing and access – All files are securely encrypted during transfer and storage to safeguard against unauthorized access.
- Restricted permissions – Customizable access controls allow you to assign specific permissions to individual users or user groups.
- Multi-level security protocols – Client portals are protected with advanced multi-tier security measures, such as two-factor authentication and secure login processes.
- Version control and audit trails – Comprehensive tracking systems monitor document changes, creating an audit trail to ensure full transparency and accountability. -
Yes, IRIS Document Management software integrates seamlessly with tools like QuickBooks, CaseWare, Microsoft Office, and other leading accounting and tax management software.
This ensures a smooth workflow across your business processes.
Accounting and CPA document management software designed for you
Find your firm’s ideal document management software and drive greater efficiency across your firm to save time and improve client outcomes.
