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Description
Access real-time, intelligent insights and analytics about your clients and practice from any device, utilizing Canada’s premier cloud-based solutions for auditing and accounting. Enhance client collaboration through our comprehensive client portal, offering seamless file sharing, personalized dashboards, and status reports all securely housed in one location. Achieve a complete document management system with centralized data storage, integrated archiving, retention, and backup features to keep files organized for all staff and teams. Effortlessly manage your time and billing processes from any internet-enabled device, as the cloud service automatically creates draft timesheets based on your calendar and time spent on client engagement files. Working in the cloud allows team members to collaborate on the same client file concurrently, streamlining the review and approval process from any location on a unified platform. This innovative approach not only enhances productivity but also ensures that all team members remain connected and informed, ultimately leading to improved service delivery for clients.
Description
All expanding enterprises face the overwhelming challenge of managing an influx of documents, compounded by the need to comply with regulatory standards. Fortunately, simplyArchive effectively addresses both of these challenges. For quite some time, we sought an archiving solution that would safeguard our documents while also adhering to legal retention policies. Despite repeated reassurances from our tax advisor that we should wait for a leading software provider to deliver a solution, we found ourselves still waiting years later. Ultimately, we took matters into our own hands and developed our own archiving software. We are excited to share this innovation with you, aiming to enhance the security and clarity of your business operations. Our hope is to spark your interest in the often-overlooked area of document management. Additionally, your documents are securely stored with German server providers and protected by state-of-the-art encryption technology, ensuring your data remains confidential and safe. With simplyArchive, managing your documents can become a seamless part of your business strategy.
API Access
Has API
API Access
Has API
Integrations
AdminPulse
Octopus Accountancy
ProfitCents
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$39 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
CaseWare
Founded
1988
Country
Canada
Website
www.caseware.com/products/cloud
Vendor Details
Company Name
simplyArchive
Founded
2014
Country
Germany
Website
www.einfacharchiv.com
Product Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
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