Manage Paperless Documentation
Track every inward/outward documents and make it available to clients in just a few clicks.
Latest Security & Encryption Protocols
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.
Contact Us TodayAutomate 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)
