More powerful, with expanded functionality that can be customised to suit your unique workflow and reporting needs
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 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
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. You’ll have confidence that the quality of your documents match the professionalism of your practice.
Do more with Accountants Enterprise
Accountants Enterprise Document Manager includes an electronic document approval system, keeps work flowing and makes quality control easier to manage. Best of all – sensitive documents don’t leave the practice without sign-off.
"Document Manager has allowed us to almost entirely remove the need for internal paper use"
Accountant Enterprise system requirements