Accounting
Cloud-Based Document Management System (DMS) For Accounts And Purchase Teams
Digitise your Accounts and Purchase Document Management Processes and Workflows with DocuForte. Trusted by the accounting and purchase departments of more than 50 companies, DocuForte makes sure that you never waste time searching for documents again.
Our cloud-based document management system for accounting includes SaaS features that are custom-built for Finance teams. It also includes a high-quality document digitization service.
Need for Document Management System For Accountants
A client's accounting documents are the core of its operations for a financial service provider company. The major challenge faced by any financial company is a secure document storage and quick retrieval. Therefore, it becomes critical for them to invest in a good document management system for accountants. Having a paperless office with cloud-based document management for accountants helps in improving work efficiency incredibly.
Electronic document management systems for accountants should be easy to use and provide secure file sharing for accountants. Therefore, the system should have all the simplicity built in with a secure cloud-based document management system. So that you can share account-related documents securely with multiple permissions to different users and user groups.
DocuForte's cloud document management for accountants stands out because users can effortlessly tag each accounting document, which helps in effortless searches, along with a complete secured archive that assists you in decluttering your document storage and enables you to focus on what matters.
Features Of Cloud-Based Document Management System (DMS) For Accountants
- DocuForte electronic document management system for accounting helps define document types per your requirements. You can easily create document types in DocuForte accounting document management system, such as Bills, Receipts, Invoices, etc. There are no restrictions on making the document types; you can create as many document types as you need to make searching and sorting easier.
- DocuForte cloud-based DMS for accountants has advanced search options that help narrow down the search results based on metadata and help you find your accounting documents easily.
- Every organisation follows a set of processes which can be time-consuming sometimes. DocuForte DMS comes with inbuilt workflows that ease the pain of replicating accounting files, receivables, etc., regardless of the complexity involved.
- DocuForte accounting document management solutions have a feature via which you'll get notified of your pending tasks through emails and reminders.
- DocuForte DMS for accountants provides secure file sharing for accountants through multilayer security, which allows you to restrict users from folder to document level to view, edit, delete, share, and print accounting documents.
- Electronic document management software for accounting firms lets you automatically save emails from your inbox to your system via the Microsoft Outlook plugin and Google Chrome plugin for Gmail.