Document Management & Portal

Manage your firms documents and collaborate with your clients through a secure portal

Collaborate with clients in the cloud

Upload documents to a secure cloud environment with email notification sent to clients. Option to amend or approve via electronic signature for seamless end-to-end signoff.

Streamlines client collaboration via secure portal.

Paperless processes

Functions of the document management software include simple scanning, drag and drop filing, instant search and retrieval.

Move towards a more efficient, paperless office environment and reduce printing costs.

Document version control

Provide audit trails, records management, scanning features and Global Unique Identifiers (GUID) to each document right from the software.

Ensures accuracy of published documents with proof of original.

Profiling and retract options

Ability to see who has viewed published documents and provides an option to retract published documents.

Retain control over documents and complete traceability.

Convenient document search

Ability to use Optical Character Recognition (OCR) on all documents – from Microsoft Office to a scanned image.

Allows users to content search for any word within a document straight from the document management solution.

A new pricing model that changes the game

We now offer subscription pricing for all Reckon APS solutions. This allows us to remove upfront consulting and software licence fees so an accounting practice now only pays one convenient monthly amount for more affordable software.

Talk to Us Today

"Very impressive!"

APS had a good understanding of their product and certainly what our needs were. They spent a lot of time getting to know us – getting to know what our issues were and what we were after.

William Buck
Ben Trengove, Business Advisory Director
Pitcher Partners

Request a free demo

Alternatively, call 1300 306 561.

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