Best Workflow and Documents Management system for CPA's and SMB's:
Most of the CPA firms will be worried about managing their clients workflow and keeping track of documents received and handling the same by their staffs. There are many document management and sharing software freely available in the market but it will not serve the task management work.
One of the best way for a firm or big SMB's to be more successful will be if they are able to manage their books account in time and manage their payable.
We have a workflow and Document management system which address both tracking documents and managing tasking activities.
Smart paperless system ( www.smartpaperless.com ) which was earlier known as Paperlessovernight which has a success story of 10 years with 5000 plus end users in the market is the soultion.
Smart paperless will help your firms to go paperless and your end clients can upload documents by email or just by a single click from our APP in Apple store
You can access document received status on the go from our mobile App. we have App available for both Android based phones and Apple based phone freely downloadable:
Smart Paperless is the safe and easy way for businesses to store, share and manage files. With Smart Paperless, you can access all your documents anytime, anywhere, and from inside your favorite business apps, like Quick Books. You can manage your accounting workflow from your mobile and answer clarification needed on the go.
In addition to anytime anywhere access for you and your co-workers and your clients, you can easily and your clients can securely share confidential documents.
Smart Paperless for the iPhone and iPad lets you go mobile with your Smart paperless account:
• Capture from your camera and upload multiple pages to workflow system
• View documents and enter your comments either by voice or text comments from all from your iPhone, iPad or iPod Touch
• Easily upload photos to Smart Paperless – really handy for taking pictures of receipts (or any other images you need to upload to Smart Paperless)
• iPad users get an enhanced PDF viewer in full-screen mode that’s fantastic for viewing PDF files and a great way to run slide shows right from your iPad
One of the main worry for CPA's will be how to upload or send documents by email is it safe ? Every day millions of public email free accounts get hacked. If you are using the same you will be at risk of loosing your financial documents of your clients which may contain credit card details, Bank account number.
Smart paperless is HTTPS enabled and data center hosted in USA with audit log of activity available in the server and protected from all kinds of spam and virus.
Document security has become vital in many document management applications. Smart allows an administrator to give access only to authorized users.
Tasking without worrying about informing Staffs again and again....:, This system has inbuilt automatic work assignment of pages to staffs available.
You can set Repetitive task and alert will come to the user to complete the activity on a specific date.
This is cloud based solutions and no need to worry about hardware and managing back-ups. You will have all documents stored safely with incremental back-up.
One can optimize the productivity of their staffs and add value to their clients. Even clients can download Smart paperless APP and upload documents and see the activity of their account.
CPA's can search any invoice or bills with a single click and email the documents to any email id of their choice.
Smart paperless is integrated with Quick books online. Quick books online is used by around million business owners in U.S.A with a record 80% of the SME market. Using our product you can post bill and pay bill from our system itself. From QBO you can check the source documents attached to smart paperless ...
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