DMS for accounting firms

As a busy CPA/Accounting firm, you will handle lots of paper documents from all your clients. The normal practice is to store them in filing cabinets, desks and storing cupboards. If you don't have the best practices and enough storage room, it becomes very difficult to maintain tight controls and easy accessibility.

Even if this type of storage is working for you now, you can still consider using technology to better effect. The right solution is to convert papers to electronic format such as pdf and store them in a document management system. It eliminates the need for a large number of storage drawers and puts in the best practices for your business.

You can store the documents in a server hosted at your office or using an online document management system. Generic document management systems are expensive and also have a few problems. Let us see what they are

Problems of using a generic document management system

The generic document management systems (DMS) are not built for accounting firms. They are designed for various types of general businesses and are then modified to suit the specific industry. So they come with lots of features, that are not needed for a CPA firm. Also, they are expensive and you get to pay a lot more for features that you never need and use.

Also most DMS are desktop computer based. You have to buy upgrades, patches, support and sometimes it becomes prohibitively expensive. To address these, we have designed an affordable online document management system specially designed for accounting firms.

Designed for CPA firms

• Windows style easy to use user interface
• Single click for uploading files
• On-line access from anywhere
• Fully managed with data back ups
• With your own brand name and logo

You can create new users and their access level in the system. You can also create users in the form of colleagues or new clients. All new users will be assigned a new account and they will be emailed with their username and password.

You can send documents and assign work to us (or to any other third parties). We will be in the background, and do the work as per your instructions. The access to the system, emails and reports will be under your name and brand. We don't just setup the system for you, we will also manage it for you with backups and maintenance. Let us look at some of its features.

Features of our secure online DMS

• The server is hosted in secure data centers in the USA
• Windows style user interface to view and upload files and folders
• Maximum security with 128-bit encryption technology
• Share documents with your clients or work colleagues
• Access it from anywhere using a Web browser
• Uses latest Web technology

How much does it cost?

$99 a month, for upto 100 clients. You will get storage space to store upto 50,000 pages and that is more than sufficient for storing records of 100 clients. If you have more clients then you just pay more on a pro-rata basis. This price is a great bargain when compared to the general purpose document management systems.

Alternatively, you spend more than $1500 per month on our bookkeeping outsourcing service and we will give it for FREE. It is too good a deal to miss out. Just contact us, for a quick demo.