Document Management Solutions for Accounting

Document Locator maintains best accounting practices using document management to ensure that records of every invoice generated and bill paid are electronically filed and instantly available for future audits, customer/vendor questions, and compliance.

Integrated document scanning and document storage ensure that all out-going invoices, incoming bills, and customer checks are scanned and saved within the secure document management system and are available to view or print on demand. As documents are saved, metadata is automatically associated with them, making searching and filing accounts receivable and accounts payable documents fast and efficient.

Financial Records

Document Locator maximizes productivity in tax planning, financial planning, financial statement analysis, and more. Version control helps manage collaboration and prevents loss of important data, and Check-in/Check-out functions ensure that information is not overwritten. Comprehensive document storage maintains a lasting record.

Compliance

Efficient document storage and document scanning saves time and helps meet compliance regulations by automating the storage, processing, routing, and tracking of all documents, emails with attachments, and faxes. Document storage preserves document history complete with version control, version history, and auditing to maintain a record of all document activities.

Secure Information using Document Storage

Maintain security of financial records and ensure the confidentiality of client documents. Document Locator gives you the ability to customize and assign user roles and privileges, providing confidence that information is only available to those who are authorized.

Paperless Operations with Document Scanning

Filing, handling, and routing of paper documents is slow, costly, and labor-intensive. Locating paper records in filing cabinets takes minutes–or worse, days when documents are warehoused off-site. The cost of records-keeping grows over time as expanding file cabinets consume valuable office space, and off-site storage fees add up.

Document Locator gives you the power to efficiently and cost-effectively manage all your paper and electronic documents, allowing them to be instantly shared, tightly controlled, and permanently archived.