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Description
Optimize your processes by avoiding the need to send countless emails for approval of accounting documents. It's risky to give everyone access to the accounting system, as it becomes challenging to control user permissions regarding what they can view or modify. ApprovalMax ensures that approvers do not need to access the general ledger; instead, they are only presented with the information pertinent to the documents they need to approve. You can customize your approval workflows to be as straightforward or intricate as necessary, incorporating a variety of rules for each stage of approval and allowing for multiple steps. Regardless of how detailed your delegation of authority policy may be, ApprovalMax can automate it seamlessly. Moreover, there’s no longer a need to spend time generating audit logs, as ApprovalMax automatically creates a comprehensive audit report for every approved document, which is then attached within the accounting system. Additionally, auditors can be granted read-only access to all approval workflows, ensuring transparency and ease of review. This streamlined approach not only enhances efficiency but also fortifies security and accountability in your financial processes.
Description
The TriDoc system allows you to securely store your electronic documents along with their associated information in a manner that is both secure and traceable. TriDoc's database technology ensures that documents intended for long-term retention are protected adequately. The system's integrated workflow module facilitates the processes of document creation and approval seamlessly. With the newly enhanced approval workflow, you can easily establish intricate approval paths tailored for various document categories! You can simply specify who has the authority to undertake specific actions on designated documents through the built-in authorization management feature. Additionally, TriDoc enables the definition of both data-level and functional authorizations for enhanced security. Incoming documents can be automatically organized using group filing channels, and documents that are scanned, faxed, or emailed are incorporated into the TriDoc system automatically, guided by preset parameters, without requiring any human interaction. This automation not only saves time but also minimizes the risk of errors during document entry.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero
Integrations
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero
Pricing Details
$39 per month
Free Trial
Free Version
Pricing Details
$10.22 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ApprovalMax
Country
United Kingdom
Website
www.approvalmax.com
Vendor Details
Company Name
Trilobita Informatics
Founded
1997
Country
Hungary
Website
www.tridoc.eu
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
