Business Applications for Document Management

Integrate with Intuit ProSeries to review, edit,and automate data importing process into 1040 returns

Ensure convenient sharing and synchronization of client files from a common location with ProSeries Network Sharing

Collect, organize, secure data in a client portal; collaborate with your clients on a single platform

Collect client data and transfer directly into Intuit ProSeries professional software; reduce manual entry

Scan, email, or click a photo of receipts and invoices to pull field from them automating the data entry

Integrate with Lacerte tax software to automatically import data into client’s 1040 return

Gather client data and organize documents securely and efficiently using client information portal

Save time by integrating this electronic signature pad with Drake software, eliminating the need to print, sign, and re-scan the documents.

Instantly collect digital signatures for approval or business agreement process from anywhere

Electronic Data Interchange (EDI) solution that integrates with QuickBooks automate flow sales and other accounting data with apps