Document Management

We assist firms to integrate with best in class Document Management solutions. An important part of document management is to share documents using a secure Client Portal and allow clients to electronically sign documents and initiate document conversations.

Choose an Integration Partner Solution

We give you the freedom and flexibility to create a truly integrated cloud based ecosystem. We achieve this by partnering and integrating with some of the best in class practice solutions available. Choose from the solutions below that best address your needs.

Nimbus Portal

Nimbus Portal – Combine server file storage with Client Portal, email marketing, digital document signing, shared document editing, webform checklists and practice management integration to make your complete paperless office.

iManage

iManage empowers you to create, manage and collaborate on documents and emails from anywhere on any device. Built from the ground up to meet the needs of professionals. iManage is supported by Office Information Australia

Virtual Cabinet

The Virtual Cabinet document management and client portal software is trusted by dozens of industries from construction to insurance... including 22 of the top 100 accounting firms in Australia and NZ and 27 of the top 100 accounting firms in the United Kingdom.

FYI

Document Management and Process Automation For Accountants in Practice. FYI automates the capture, filing and even processing of source documents to support accounting and tax.

HowNow

HowNow allows you to set up or sync contacts, import files and templates, and access your firm’s central documents quickly and easily. Our intuitive interface allows you to have absolute control over how every piece of information is shared, stored, and presented.​

M-Files

M-Files is an intelligent information management platform that organizes content based on what it is, not where it's stored. Connect to existing network folders and systems to make them more intelligent with built-in AI to automatically categorize and protect information.

Sharepoint

SharePoint is a web-based collaborative platform that integrates with Microsoft Office. Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization.

Office 365

Office 365 is a cloud-based subscription service that brings together the best tools for the way people work today. By combining best-in-class apps like Excel and Outlook with powerful cloud services like OneDrive and Microsoft Teams, Office 365 lets anyone create and share anywhere on any device.

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.