Streamline financial document handling with bulk uploading, robust security, and inbuilt document viewers, enhancing productivity. Our system prevents redundancy through document de-duplication and offers full mobile accessibility.
Invoices and Receipts:
Store all client invoices and receipts in a
centralized digital repository.
Financial Statements:
Maintain balance sheets, income statements, and cash flow statements in an organized manner.
Tax Documents:
Keep tax returns, forms, and supporting documents easily accessible.
Metadata Tagging:
Use Categories and Folders to categorize documents by type, date, client, etc.
Set up automated approval processes for invoices, expense reports, and other documents.
Provide clients with
secure access
to their financial documents.
Implement
role-based access
to ensure only authorized personnel can view or edit documents.
Maintain logs
of who accessed or modified documents, helping with compliance and accountability.
Metadata Tagging:
Use
Categories and Folders
to categorize documents by type, date, client, etc.
Share documents
securely with clients for review and approval.
Enable clients to
provide feedback
or additional information directly within the DMS.
Access and manage documents on the go with a fully
functional mobile app
, ensuring productivity even when away from the office.
