Paperless Office

Running a successful company requires the use of technology to streamline processes, manage compliance, reduce human error and provide the information needed to make informed business decisions.

We help our clients accomplish these goals by researching and helping clients implement a diverse range of third party solutions.

Turn your office into a paperless wonder and have all your documents safe and secure!

Going Green

SmartVault-a web-based document management system and paperless portal provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere.  Quickly organize and view all your files online and enjoy secure offsite backup and recovery of your data.

SmartVault offers an optional toolbar attached into your QuickBooks® file so that all your bills, deposits, invoices and 28 other documents can attach right to a transaction within your QuickBooks® file.   SmartVault creates a seamless user experience for scanning, attaching, and finding documents within a user friendly application.

Some things you get with SmartVault:

  • Access to the SmartVault Web Portal for secure document storage and file sharing
  • The SmartVault Drive which has robust integration with Windows, Mac, Linux, and iPhone.  The SmartVault Drive lets you map your computer network drive to the SmartVault application.
  • The SmartVault Toolbar provides a simple and unique connection into QuickBooks®.
  • SmartVault Inbox lets you store your paper documents and transform them into digital format for later processing

How can you benefit from virtual bookkeeping and “paperless” technologies?

  • Central location – All those who need the information can access it from anywhere. Changes to documents and contracts aren’t floating in a file drawer, or worse, on someone’s desk. All documents are available to all those given “access.” Even remote access is common in today’s world.
  • Going Green – the environment could use less trees chopped down
  • Saving on costs – paper and ink
  • Space – No longer will you have to create more space for paper document storage
  • Security – Only the folks with permissions access will be able to view the documents youare storing digitally. Reduce fraud.

 

 

 Bill.com
Your Day-to-Day Financial Tasks Made Easy

Bill.com provides a state of the art Accounts Payable System, with a built-in approval system, complete security for your bill payments and paperless view of all transactions –from bills to payments and check endorsements. Bill.com automates tedious, time consuming bill workflow, bill payment, invoicing, and business document filing tasks that cost you time and money and take your attention away from your business and your customers. Bill.com provides significant benefit to almost any small or medium sized business by helping you:

  • Increase productivity and lower costs through paperless document imaging, automated bill routing and integrated online bill payment through any US bank
  • Improve visibility into your financial documents and the accounts payable processes through automation and streamlined business record keeping
  • Conveniently access your financial information online and easily exchange information with the people who need access
  • Save time by managing day-to-day business finances online
  • Reduce your dependence on error prone paper processes