Document Management Apps for Accounting Firms
Here are some apps designed to streamline your document-handling procedures.
1. Hubdoc
While Hubdoc was initially designed for small businesses, it’s also useful for accounting firms due to its process of simplifying and digitising financial documents. This software allows you to retrieve bills and statements automatically, helping your accounting firm go paperless permanently.
Hubdoc's integration with QuickBooks Online also streamlines the accounting workflow by allowing you to seamlessly transfer data for recordkeeping purposes. By integrating Hubdoc and QuickBooks, you can ensure that the financial information of your clients is readily available, simplifying the process of categorising and organising transactions.
Keep more accurate and up-to-date financial records by learning more about HubDoc.
2. eFileCabinet Online
eFileCabinet Online offers a convenient, cloud-based storage solution that allows users to upload, search, and securely share files from any device with internet access.
eFileCabinet Online understands that accountants deal with a high volume of financial documents, which is why this software offers a convenient solution for storage and filing. You can upload spreadsheets, invoices and receipts (to name a few) and search for them quickly using keywords, dates, and client names.
This software is designed to save you valuable time. Check out eFileCabinet Online here.
3. Box for Business
Box for Business is a versatile cloud-based document management platform that caters to many industries, including accounting.
What sets Box apart is its support of many different file types, allowing your accounting firm to store and manage many documents, including invoices, receipts, and spreadsheets. Box for Business is also fantastic for collaboration. You can share documents with your clients automatically, helping you to build trust and rapport.
You can also allow multiple users to collaborate in real time, comment on documents, and track changes, making it highly suitable for joint input and review. Check out Box for Business here.
4. Evernote
Evernote stands out as a practical tool for professionals. As an Accountant, you likely deal with a lot of paperwork, financial records, and time-sensitive tasks. Evernote offers a comprehensive solution to help streamline your work processes.
Evernote's receipt scanning feature proves invaluable for accountants. Accurate record-keeping is an important task, especially when it comes to tracking expenses and tax-related documentation. Evernote's ability to scan and digitise receipts not only eliminates the hassle of managing paper receipts but also ensures your financial records are well-organised, easily accessible, and securely stored. Check out Evernote here.