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Document Management

part of the Office Tools Pro product line, by Office Tools Pro

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Our comprehensive and easy-to-use document management system allows you to create, capture, store, track and access electronic files. 4 STAR rating - CPA Tech Advisor 2006.

Features:

  • Save any file in its native format to Office Tools Pro
  • Track, store and access any file type
  • Create new files, documents or images
  • Program does not use a proprietary data format
  • All documents and electronic file are also accessible using Microsoft Windows Explorer®
  • Find documents and files by filtering by client, year, project, category, staff, file type or delivery
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