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Document Management Software for Accounting Firms

Manage Paperless Documentation with Latest Security & Encryption Protocols

Track every inward/outward documents and make it available to clients in just a few clicks. Allow your team to have easy & flexible document transfer & central client document repository on a secure server.

Why Document Management Tool
Is Important?

A document management system can drastically improve the workflow of an accounting firm. It eliminates paper dependency, by making documentation and records easily accessible on a secure web server. It allows team members to automatically create an electronic audit trail that will keep documents accurate and in compliance with industry standards. Team members have control over every step of key processes. It will be easy for accountants to set defined workflows into daily processes so routine procedures become simple tasks! Implementing a document management system can do wonders for the productivity of accounting firms.

Easy To Use

A simple, secure, & user-friendly document listing system

Inward/Outward

Inward and outward documents and keep updated records

Secure

Save documents on a server with the latest security and encryption

Track

Track the documents of your client for a particular service

Highlights of Document Management Tool

Automate Redundant Document Processes to Save Time & Information

Document Name

Define names & tags for all the documents you handle in the office

File Location

Define a location of the physical file kept in the office and mark its usage

File Label

Assign a label to the files which are kept at a particular location in the office

Inward

Add details of inward file such as date, type, inward mode, and group name

Outward

Perform outward for a client, department, employee, or other people.

Multiple Outward

Send multiple Emails / SMS to a group of clients in just one click

Add Document

Manually add a document without inward and verification process

All Document

Filters and see documents of your choice, and export them to an excel file

Track Document

Track the documents of your client for a particular service (Task)

Client Testimonials