Our
comprehensive and easy-to-use document management
system allows you to create, capture,
store, track and access electronic files. 4 STAR
rating - CPA Tech Advisor 2006
Benefits
Significantly
reduce operating costs When you consider all
of the time and resources required for retrieving
archived
paper
files, the value of managing
documents electronically becomes clear. It not
only
reduces operating costs, but it also organizes
your office by
storing documents in one central location – providing
quick and easy access to files, information and knowledge.
Save valuable
time Unique all-in-one interface
allows quick access to all features. Save up
to 70% of the time needed to navigate most programs
or Microsoft Windows Explorer®. Accessing a file
in Microsoft Windows Explorer® can take many mouse
clicks; in Office Tools Pro files are typically 2 to 4 clicks away.
Smooth transition
to the paperless office Your files are still
accessible in Microsoft Windows Explorer® as
well as inside Office Tools Pro. New office procedures
can be gradually implemented or all at once. You
decide.
Simple tools
with powerful features The flexibility of
Office Tools Pro lets you define your own workflow
procedures, and allows you to leverage only the
program features you need.
Features • Save
any file in its native format to
Office Tools Pro • Track, store and access any file
type
• Create new files, documents or images
• Program does not use a proprietary data
format • All
documents and electronic file are also accessible
using Microsoft Windows Explorer®
• Find documents and files by filtering by client, year, project,
category,
staff, file type or delivery
• Make documents accessible to only authorized
users with layered security
features
• Update engagements & track time while working
on documents
• Email documents or files with security and audit trails • Copy templates
to new clients
• Assign and/or notify staff of pending document review
• Complete document retention and destruction policies
• Document archival system
• Full document audit trails
• Scan existing paper files and store them
electronically
• Scan using tiff or PDF file formats • Integrate seamlessly with any
Twain-compliant
scanner or scan to network
folder
• Compatible with Microsoft Office, Adobe Acrobat® WordPerfect® Google
Desktop Search® and QuickBooks®
