Document Management

Do you have tons of paper copies of documents? You are required to save financial records for at least seven years! Where are you going to store all of that information?

With our document management system, you are able to scan your documents into an encrypted, searchable database that is an exact copy of a traditional file cabinet. You can organize your files into cabinets, drawers, and even files within each drawer. All documents are searchable.

Below are the main features of our system:

  • Searchable database to easily find all of your documents
  • Complete integration with the desktop version of QuickBooks
  • Integrates with all Microsoft Office products
  • Our package includes a scanner, a backup system to protect your data, and the software.       (We can even provide a computer to run the software!)

This software is useful for any business. It is especially useful for clients who are attorneys or in the financial or medical fields. The software is compliant with all major compliance certifications, such as FINRA, HIPAA, and Sarbanes Oxley.

Call us today to schedule your demo.