Standardised configuration, reporting and simplified workflows allow you to spend more time focused on clients
Less paper, more productivity
Save the world, and a little office space
Built especially for accounting
practices to move to a practice with less paper. Create, file and
retrieve documents, email, letters and more in one organised,
searchable and secure space.
Find what you need with ease
It can be a job in itself sorting through all the email messages you receive in a typical day. Full text search reduces the time spent searching for documents and gives you instant access to practice information. You can search by author, date range, type of work or year, or by any word within a document or email.
Take control of your email
Email is at the core of your firm’s
interactions with clients. Document Manager allows you to quickly
and easily search and review emails and manage them like any other
Set high standards
Document Manager takes the client
information from your database and enters it into your standard
letters and documents, so you don’t have to. And you’ll have
confidence that the quality of your documents match the
professionalism of your practice.
"Document Manager has allowed us to almost entirely remove the need for internal paper use."