Track every inward/outward documents and make it available to clients in just a few clicks. Allow your team to have easy & flexible document transfer & central client document repository on a secure server.
A document management system can drastically improve the workflow of an CA 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 CA firms.
A simple, secure, & user-friendly document listing system
Inward and outward documents and keep updated records
Save documents on a server with the latest security and encryption
Track the documents of your client for a particular service
HIGHLIGHTS OF DOCUMENT MANAGEMENT TOOL
Automate Redundant Document
Processes to Save Time & Information
Define names & tags for all the documents you handle in the office
Define a location of the physical file kept in the office and mark its usage
Assign a label to the files which are kept at a particular location in the office
Add details of inward file such as date, type, inward mode, and group name
Perform outward for a client, department, employee, or other people
Send multiple Emails / SMS to a group of clients in just one click
Manually add a document without inward and verification process
Filters and see documents of your choice, and export them to an excel file
Track the documents of your client for a particular service (Task)
