Online Document Management System for Accountants
We offer a free web based DMS for accounting firms. This comes in your own brand with your company name and logo. Using the secure DMS you can store all your clients’ records, send status reports and give your clients 24/7 web access for all their records. This is an excellent value added service for you to give your clients and it is available exclusively to you complete with your unique brand identity.
Your clients can also access their completed reports using their log-in details and print them on-line. They will get email status reports and can check the progress of the work. Your clients will also be able to upload new records and assign any new tasks on-line. All this will happen under your own company name and we will comfortably stay in the background working under your instructions.
We will manage the system and you don't incur any costs to manage the portal.
- Organize documents in folders and sub-folders
- In your own brand, logo and name
- One-click windows based file uploading - manageable by the accounting firm
- Full featured paperless office solution
- 128 bit encryption and security
- Fully managed with back-ups
- 24/7 on-line access
There are multiple levels of access available for you to give your colleagues and clients. All of them will be assigned a unique log-in and can access their individual documents. You can also send documents and assign any new work to us. We will stay in the background working under your instructions. All the access, mails and reports will happen under your own company name.
Some features of the DMS
- Centralized files and documents with Windows explorer style folders
- 128 bit encryption with high end servers located in the USA
- Multiple user groups and access controls too ensure absolute security of files
- Easy search and retrieval of documents
- Share documents with clients, colleagues and more using a Web browser
- Industry standard software technologies - .Net and MS-SQL
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