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Document Management

Automate and centralize document management for tighter record keeping

 

Give your business the document redundancy needed to make sure reporting is on point. Whether it’s the load of receipts stored or paperwork/bills filed, we’ll make sure integrating those, and other relevant documents to your business, with your accounting software and data file goes smoothly, and operates to a level of heightened business productivity. We’ll employ cloud-based centralization – allowing you to manage your documents anywhere safely, as long as documents remain in that access point.

Bringing document management to you and your business

 

With our collective experience and expertise in business and accounting software, and accounting file data  – like QuickBooks® Desktop or QuickBooks Online, we’ll demonstrate and train you to take advantage of automated document management in these ways – and others:

  • Compilation of bills and statements into document hub, where you can manage and view them locally or remotely
  • Bring your financial data gathered there seamlessly into QuickBooks reporting, aiding your business analytics along the way
  • Scanning or uploading of receipts or invoices
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