Document management and workflow software for tax professionals
Standardise and organise volumes of documents, allowing your files to be efficiently shared, routed and reviewed whenever needed. 24/7 web-based access lifts the restrictions of time and distance, while advanced security ensures the safety and integrity of all documents. You can quickly and securely search and locate files at any time. With Thomson Reuters’ document management software you’ll experience real-time reporting on the status of any tax engagement, improved collaboration and ultimately, a virtual office.
|
FEATURES
|
BENEFITS
|
|---|---|
| Intuitive and easy to use. Simply log on and go to work. |
You can enjoy the benefits of an integrated document management system from day one. Fast and easy document searching with search/index fields, keywords and saved searches increase your productivity. Flexible email capability allow you to quickly attach files and email them to your clients. |
| Rapid deployment. |
Solutions can be implemented quickly, minimising disruption to your core business. It integrates easily with other applications and websites and is completely scalable to your company's needs. |
|
A true enterprise-wide solution. Manages scanned and electronic documents in one centralised location, with electronic routing and tracking of all folders. |
Improves collaboration. Improves management control and standardisation of your processes. Allows you to better manage the workload of your staff, resulting in increased utilisation and realisation rates. |
|
Instant access to your documents from anywhere, at anytime. |
Real time reporting on the status of any client engagement. 24/7/365 access allows you to locate any file within seconds whether you are in the office, at home or at the client's site. |
|
Secured and stored in two redundant data centres. |
Ensures a level of continuity, availability, back-up and disaster recovery not available with an in-house system. |
|
Powerful security protection through sophisticated network and data centre security technologies – access control employs password Authentication and 128-bit SSL encryption. |
Control of all access rights. All user sessions are tracked, and recorded, creating a full audit trail. You can enhance your service to your clients by giving them access to documents you publish to them through secure web access. |
|
Web-hosted subscription based service. |
Lower cost of ownership. No servers or software to buy or maintain and additional IT staff are not required. And we take care of all upgrades. Your costs are predictable and up-front investment is minimal. |
