Document Manager puts 110% into efficiency
Store and manage all your client communications in one organised, searchable and secure space
Manage documents faster, easier and smarter
Online Document Manager will maximise productivity and the feel-good factor in your Practice. That’s because
it helps you use less paper, improve customer collaboration, be more productive and even reduce costs.
As part of the Accountants Office and Accountants Enterprise suite, Document Manager lets you store all your emails,
scanned documents, financial statements, workpapers and tax returns.
You can even create, store, retrieve and collaborate on documents with ease. Helping you manage your office
from the one place, without having to leave your desk.
What else can you expect?
- Store, retrieve and collaborate on documents in one central location
- Find documents quickly with full text search, filtering and grouping
- Improve productivity and reduce costs with quick filing and electronic storage
- Securely store and manage emails
- Easily create electronic workpapers by scanning all source documents
- Add audit trails and maintain version control on documents
- Create standard letters, best practice checklists and procedures for everyone to follow
- Store your critical practice information via a searchable intranet
- Coupled with client Portal creates an end-to-end paperless electronic workflow and digital signature process between the practice and client
- Meet deadlines with smart document workflow tools.
Client information at your fingertips.
Document Manager gives you fast access to a full client history which improves responsiveness and customer service. While multiple viewing options allow you to work on and manage more documents at once. This helps to increase billable hours and revenue whilst reducing your admin time managing client information.