Alternatives to LedgerDocs

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Formplus is an online form builder that can be used to create mobile-friendly web forms. Formplus has over 1000+ templates that can be used to collect customer feedback, create workflows and receive payments, regardless of your industry. Formplus currently serves customers in many industries, including logistics, event planning, non-profits, E-commerce, education, logistics, and more. The app has powerful features like document merge, digital signatures and file uploads. It also supports saving and resumes. Formplus forms are easy to share via social media channels using a variety of sharing options, including Website embed and WordPress embed. You can also send customized Email Invitations with prefilled data and QR codes. The tool can also be integrated with third-party storage apps such as Google Drive, Dropbox and Microsoft OneDrive. Register today for a free account

Sign electronically with Skribble Legally valid all over the world, securely hosted in Switzerland. Commonly used for: Annual financial statements, sales contracts, employment contracts. This is the easiest way to legally sign documents without any formal requirements. Upload documents. Upload the PDF document directly from browser or use Skribble via API in your business software. Invite signers. Invite signatories from both internal and outside by e mail. Select the eSignature standard to be used for signature. You can sign at the touch of a button. Sign legally in compliance with EU and Swiss law on your smartphone or computer in just seconds. Skribble allows you to sign electronically and save 90% over signing on paper Take advantage of the benefits of seamless digital processes. Sign contracts faster. All parties can quickly access the latest version of the contract within seconds and sign it in just a few clicks.

Take important data out of any scanned or digitally printed PDF document. It can be sent to Excel, QuickBooks, or other apps. DocuClipper can extract data from any digital or scannable document using OCR technology. DocuClipper can be used with both bank and credit card statements. DocuClipper passed an Intuit security review and follows security best practices. DocuClipper automatically pulls transactions, dates and other relevant data from any digital PDF or scanned bank statement. There are hundreds of banks supported, from large national banks to small credit cooperatives. You can either import the transactions automatically into an Excel spreadsheet, or download a file that you can import into your accounting software. DocuClipper is compatible with QuickBooks, Xero and Sage as well as other popular accounting software. Automatic reconciliation ensures conversion accuracy by comparing transaction totals with summary information on the statement.

Hubdoc allows you to import all of your financial documents and export them into data that you can use. Hubdoc makes it easy to capture your financial documents. You can snap photos from your mobile phone, email, scan, or upload documents to Hubdoc. All of your key documents are saved online in one place. Hubdoc reads key information from receipts and bills and turns it into usable data. Hubdoc extracts information from invoices and bills to allow you to create transactions in Xero or QuickBooks Online. The source document is attached. Now your accountant can access all your bookkeeping directly from Hubdoc. You will receive an email invitation from Hubdoc inviting your accountant to access your account. Your accountant will now be able to stay in touch.

ProperConvert converts transaction file to be compatible with accounting software. The ProperConvert app can convert the following formats to bank and credit card transactions: - CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software) PDF (downloaded from an online bank, image-based and protected, scanned - QFX/OFX/QBO - QIF/QMTF - MT940/STA The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software. - QuickBooks Desktop (all Versions), convert to QBO and IIF format - Quicken (convert QFX, QIF or CSV Mint). - Xero (convert TO OFX, CSV). - Sage (converts to OFX). Wave Accounting (converts to OFX). - FreeAgent (convert TO OFX) - Banktivity (convert into QIF) - Kashoo (convert TO OFX) - ZARMoney (converts to OFX). - Excel (convert CSV, Excel to clipboard) - and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940

You need to import transactions but your accounting software does not support the format. ProperSoft Converters will make your transaction files easily importable. Import transactions from your bank into QuickBooks, Quicken, Xero Excel/CSV Sage (50/One), Wave Accounting and ZarMoney. Supported (to and from ) CSV/Excel/TXT (text or scan), QIF/QMTF. QBO, IIF/OFX, MT940/STA. You can easily reconcile and track expenses with financial data that you already have, with little or no data entry. Desktop software for Windows and macOS. Many accountants, accounting professionals and bookkeepers use this software. Received from clients (downloaded from their online banking, printed and scanned). Advance renaming rules can be used to adjust payee names and categories, or to assign categories based upon payees names. Automatedly determine the number and date formats for your document settings.

PaperLess Invoice Scanning, a Sage Certified Software, allows businesses to scan and attach invoices directly to Sage. This reduces the need to input data with PaperLess Automatic Invoice Recognition. The Sage accounting software allows for easy invoice retrieval via a live lookup. PaperLess Document Management is a Sage-based software that allows companies to fully exploit their Sage accounting software. It includes Automatic Invoice Recognition, Automatic Matching, Closing of Purchase Order, Online invoice Approval, and Full Automation of Emailed invoices. Online Invoice Approval Software is fully compatible with Sage 50 and Sage 200. With the best Sage Invoice Authorization Software, automate invoice approval processes based upon supplier, department, and/or cost center. You can also gain control over the amounts that are approved.

You have financial documents at your fingertips. It's easier than ever to gather consumer finance documents for your platform. You can gather consumer finance documents faster and more efficiently for your platform. Scans and manual uploads are no longer necessary. Processes are faster and require less administrative follow-up. High-fidelity data directly from the source. White-labeled solutions that fit your style. The FileThis Service is built on security. Lending, tax preparation, accounting, legal, etc. FinTech platforms partner with us to make it easier for you to apply for loans, prepare taxes and pay bills, automate your bookkeeping, complying with legal financial disclosures, etc.

The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? Be a more confident business owner and strategically manage your business from day one - onward.

Document & receipt management simplified. Say goodbye to the clutter of paper receipts, bank statements, and invoices in your drawers. SparkReceipt makes managing receipts and documents for your business easier than ever. Our receipt scanner app lets you scan and store your important documents on the cloud. You can access your financial records from anywhere at any time, whether they are receipts, invoices or other documents. Want to collaborate with your co-founders or employees on expenses? Invite your employees and co-founders into our app to manage your documents together. SparkReceipt offers the perfect solution for small businesses that need to track expenses and scan receipts. Experience organized efficiency now! Sharing these documents is also a breeze. You can share all documents with just a single tap, whether you're on the web or mobile application. If you want to work with your accountant, invite them to the application and they will have access to all the files.

Convert PDF to Microsoft Word documents, and edit them using Office for iPad or any other editor. Able2Doc PDF-to-Word for iOS is a lightweight, free app that converts PDF to Word from anywhere. High-quality, high-quality PDF conversions are possible thanks to cutting-edge technology and powerful servers. This app will work properly if push notifications are enabled. Convert PDF files to editable Microsoft Word documents (docx). Convert files from your smartphone, email, or other online storage such as Dropbox, GDrive and OneDrive. Once the file has been converted, you can open it in other apps like Office for iPad or QuickOffice, edit it, or upload it to Dropbox or OneDrive. It is simple to use. Simply import the file into the app, and the conversion will immediately begin. Within 24 hours, processed files are permanently deleted by Investintech.

Attach2Dynamics, a document management system, allows for seamless attachment management in multiple cloud storages such as SharePoint, Dropbox, and Azure Blob Storage. It is integrated with Dynamics 365 CRM. It allows you to drag and drop files, browse and choose multiple files or a single folder to upload to your Cloud Storage of choice. It provides an easy-to-use interface for viewing all files and folders in the cloud storage configured against the current record. You can also rename, email, delete, preview, and create a sharable hyperlink to the file or folder that you wish to share with others from within Dynamics 365 CRM.

It is a simple but powerful scanning program that can handle large volumes of documents. It can scan and process both paper and electronic documents. GScan supports document input through scanning, 1D & 2-D barcode recognition and automatic document separation and classification, full-text OCR and form recognition, indexing and verification of recognized data. You can scan and convert digital documents to PDF using scanners, MFDs and cloud storages. GScan automatically recognizes invoices from email, file system, scanner and verifies data against ERP sources like a list of vendors and purchase orders. It then exports PDFs to your DMS.

The Ivanti Docs@Work App gives users a simple way to view, annotate and handle multiple files from email, SharePoint and Office 365. It also allows them to view documents stored in Dropbox and other cloud and on-premises repositories. The productivity of an enterprise depends on the availability of content in all forms, from customer accounts to medical records to financial transactions. Ivanti Docs@Work allows your IT admins to enforce data loss prevention controls to prevent unauthorized dissemination while allowing users the ability to download, edit and share multiple documents using their mobile devices without compromising corporate data.

With the many features of ChronoScan, you can virtually improve any data capture requirement. ChronoScan Enterprise is a server-client application that can process a wide variety of documents and automate your workflow. The windows service architecture provides the flexibility and power for the system administrator. The thin client interface is accessible from any web browser, from anywhere and at any time. It provides all the functionality of ChronoScan, without the need to install additional software. You can choose the email notifications you want for each Job and keep everyone informed. ChronoScan Enterprise comes with a scanner plugin. This plugin allows any client machine to scan directly into ChronoScan Enterprise using a local scanner.

Securely collect signatures anywhere, anytime -- without the hassle of messy paperwork. Automate your manual tasks using Jotform Sign. Create and customize your ideal forms once and send them as many times as needed. Add your form fields, assign roles to signers, and collect signatures easily. Our flexible document structure saves time. Add your document to an approval process, then upload the signed documents instantly to your cloud storage account using our powerful online storage integrations. Jotform Sign inbox allows you to keep track of the status of your documents. You can receive instant notifications about signer action, send reminder emails and download signed documents from one central location.

This is a simple way to convert any document into a PDF using your tablet or phone. You can now take a picture with your camera to create the perfect PDF. No scanner, no computer, no problem! How does it work? Simple! SNAP APHOTO. Take a quick picture of a document with your camera CROP. Our app allows you to crop any background that isn't necessary. SAVE. SAVE.

Zonepdf is a cutting-edge PDF tool that's lightning fast and smart. Registering is not required. Sign up for an account to convert all files. All files that you convert at Zonepdf will be transferred over a secure connection. They will be permanently deleted from our servers in a matter of hours. You can email or upload your PDF to the Web. You will have a high-quality file that is compatible with all platforms. Online editing and conversion of PDF documents. The Zonepdf team is located in Chicago, The Windy City and Illinois. Zonepdf Inc. is made up of members from all walks of the business. We strive to provide our customers with an efficient and safe product and excellent customer service.

Clear Scanner is the best scanner app that saves you both time and money. Get this amazing mini pocket scanner app for your smartphone now and scan anywhere in the world. You can also send the image to anyone at any place. Multiple filter options ensure professional quality results. Brighter images make it easier to read the contents. You can have subfolders and folders. To organize your documents better, you can easily manage your folders and files. You can create an offline backup file or sync your scans across multiple devices. The app offers professional editing tools, including the ability to save images and apply multiple filters. You can save the image with a suitable name and reorder scanned files. This makes it easier to find the file or document, image or other scanned notes. You can choose to email one document or an entire folder at a faster processing speed.

Ademero's Content Central is a powerful, flexible and robust enterprise document management program that helps you organize and manage your workplace. Content Central is packed with powerful features. It allows users to capture documents from email accounts, network folders, or scanners and convert them into searchable PDF documents. Files can be easily searched, retrieved, and sent out. The software integrates email and fax tools, and seamlessly integrates with top business apps.

Send batch invoices and other documents via email, print, fax, or to archive, depending on the customer's preference. To enhance your corporate identity, and to add promotional messages, automatically apply a branded template. You can tailor advertising messages to specific customer groups within your accounting software. Send any type of document, including invoices, statements or remittance advises, to any contact, internal or externally. Secure sensitive information with a password and digitally sign PDF documents with digital certificates (using advanced Adobe CDS Digital ID). You can also include additional documents such as invoices, delivery instructions, terms of purchase, promotional offers and newsletters in your electronic correspondence.

Scanner PDF will optimize your document management efficiency. It is a mobile scanner that you can use on your smartphone to convert paper into PDF. This app saves both time and space. Scanner PDF can be used to process images and transform, rotate and sharpen them for the best possible document quality. It also has a cutting-edge OCR engine. High-resolution scans which preserve the majority of the original document details. Built with OCR. Support for multiple-page PDF. Modify and delete pages. Image processing engine allows you to adjust contrast, enhance and sharpen your document for the best quality. Subscribe to a premium account for unlimited scans and premium features. There are no ads. Built with OCR, multiple page PDF support. Modify and delete pages. Share data with your friends with just a couple of taps.

Pocket Scanner converts your iPhone or iPad into an efficient document scanner for document management. It can create JPEG scans, add captions to photos, and convert documents, receipts, and notes to multi-page PDFs. Pocket Scanner is a professional and practical choice for scanning, managing, editing, and viewing documents. Reduce stress and reduce your back pain by scanning documents. Scan projects for all types of materials and topics ensure efficient file management. Advanced image processing: Crop and instant brightness, rotation, color adjustment. You can upload, view, and manage files right from your browser. Email or personal social networks to send file links Send download links via the internet with password protection Supports file transfers in background

Fully customizable, simple accounting software for small- to medium-sized companies. Kashoo is an excellent alternative to complex accounting suites. You can create invoices quickly, get paid securely online, track and view your financial information from any device, anytime, anywhere with one login. Kashoo is easy to use and offers powerful features. You can also get the best customer service including live chat and ongoing workshops to help you master your bookkeeping and grow your company.

You can manage, edit, share, and sign documents in your own way. All the information you need in one place. One source of truth. Templates & edit documents. Connect with Xero. Collaborate with clients. Sign digitally. Manage email and tasks. We have several Suite clients. We have clients that help all types of businesses, from NZ to Australia to the UK. How it works. Sign In Log into SuiteFiles using your Microsoft 365 credentials. Connect your Apps. Connect your email, Xero, and other integrated apps. SuiteFiles allows you to manage your files. You can view, edit, and save all of your documents, emails, and tasks right in SuiteFiles. Collaborate. SuiteFiles allows you to share documents with clients, request files, sign contracts, and more. Everything you need to manage all your documents. All your documents in one place You can create, edit and collaborate. Keep all your files and email in one place. SuiteFiles allows you to create and edit documents and you can collaborate with Microsoft 365 Documents in real-time.

Zetadocs Delivery allows users to send documents in batches from within Microsoft Dynamics 365 Business Central, using templates that are ready to go straight out of the box.

ADP Document Cloud, a document management solution for employees, integrates seamlessly with your existing ADP Workforce Now system for human capital management (HCM). The service allows for easy, secure access of documents and data. Data can be stored and tracked on a PC. The system includes expiration dates, custom reporting, electronic signing capability, and many other features. You can rely on encryption security in Document Cloud and the security of your ADP Workforce Now platform. All the necessary documents are easily accessible to make compliance with state and federal mandates easier. Drag and drop allows you to upload large numbers of documents in a few clicks. You will have fewer data inputs and fewer errors. You can track files and reports that are difficult to find with custom reporting capabilities.

Vaultie is a digital signature that is tied to authenticated selfies. It instantly verifies documents. Take a picture with your smartphone or computer. To verify that you are who you claim to be, we compare your selfie with the ID picture. Upload your document to Vaultie. Drag and drop boxes to mark where you need to sign. To sign a document, your signers don't require a Vaultie subscription. They only need to create an account and verify their identity with their government issued ID. Each signer takes a photo of themselves when signing the document. To verify their identity, the selfie is compared with their photo ID. Every document downloaded or printed is stamped with a QR code. This allows for instant verification. Vaultie stores your documents in a private encrypted archive that can be accessed anywhere, anytime.

Remote document scanning software for Terminal Server and Citrix. Remote desktop scanning is not supported by cloud and terminal server environments. Quest RemoteScan is a solution to this problem. It allows you to seamlessly connect your document scanners from within your remote desktop session. Secure remote scanning across multiple environments. Also, solutions for regulated industries such as government, healthcare, financial, freight, and government. Configuration templates and default settings ensure that different desktop scanners can be used. The server's document scanning software detects scanners at remote locations and acts as if they were attached locally. Lossless and lossy compression options allow you to maintain image quality without network congestion. Use with all applications that allow you to import from any camera, scanner, or TWAIN image capture.

DocsCloud allows professionals and businesses to create filled documents in real-time. They can also create web forms to collect data, create and manage agreements, share documents, secure sharing, extract text from images or documents, and create and manage contracts. DocsCloud is a platform that allows you to create, manage and share the documents your business relies upon every day. Form Builder allows you to quickly and easily create flexible forms. You can embed them anywhere, or you can directly contact the user. DocTemplate makes it easy to create business documents. Fillable PDF module allows you to easily manage and share fillable PDFs with clients. DocExtractor makes it easy to extract data from images and documents. It can be used anywhere in your workflow. Upload or create documents and have them digitally signed by multiple parties (signers). You can store documents and share them securely with your organization or an external audience.

Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.

TakeTurns allows you to collaborate on documents and files securely and transparently with clients, partners or anyone else. By taking turns, everyone knows who is working. You can collaborate on documents and files with everything you need. Stop searching for the exact version you require. TakeTurns keeps track of everything automatically. Control who participates, and ensure that they meet your regulatory obligations in terms of transparency and security. Contracts with third parties can be negotiated, reviewed, and redlined. Monthly file requests with accountants for the monthly close. Share and negotiate sales proposals and quotes. Edit and review non-disclosure agreements. Organise the audit review process and request documents. Share onboarding forms and collect documents. Review RFx. Share and review project deliverables. Upload any file or document you wish to share or request from the other party. Invite participants and assign roles.

Signable protects your electronic documents with SSL encryption security standards. Signable can be integrated with the tools and apps you already use. This includes Google Drive, Dropbox, Zapier, and Zapier. Electronic signatures help you save paper. Signable contributes 1% of its revenue to carbon reduction. Our Customer Success team is available to assist you in making the most of Signable. All monthly plans include access our API. Signable can be integrated with your website or CRM system. It is easy to send documents online. Upload your document or use a template to create one. Add one or more signers to the template and specify where you want them sign. Then, hit send. The email will include a link to the document and a unique link for the signer. The signer can access the document from any device, without registration, and add their signature as required. After all parties have signed, you will receive an email confirmation with links to view and download the document.

This cloud-based platform embedded within the best PDF productivity solution, PDFelement DC, allows you to collaborate, sign documents, simplify your workflow, and even collaborate with others. You can access your documents from any device with cloud privacy. This includes Windows, macOS and Linux. Wondershare Document Cloud makes electronic signings quicker, easier, and more secure across all browsers. Individuals can sign legally binding contracts and agreements from any operative system at any time without having to register or download any software. Upload any contract or agreement to your local device, and then create your signature and fillable text fields. Send the PDF document to each recipient and begin the signing process. All recipients will be emailed an email to access the document and sign it from any device. It is secure and convenient.

No more printing, scanning, or emailing of paperwork. Convert documents to easy-fill forms and close deals faster. TemplatesGo is an easy-to-use tool that allows you to complete documents in minutes, including proposals, agreements, contracts and other documents. Our easy-to-use platform makes it simple to create a fillable document from your document. Anyone can easily complete and access generated forms, without the hassles of printing, scanning or managing files such as PDF, Word or Mac Pages. Our technology allows you to quickly and easily complete forms, and review documents. Ensure accurate and error-free document processing by speeding up the process. Use and update the form whenever necessary for ultimate convenience.

This is the ideal solution to tamper-proof documents for all organizations. It's great for legal, financial, and bank-related documents. ProofEasy allows you to send and receive documents securely without the need for enterprise-level software. Stop document fraud with ProofEasy A trusted reference point for verification is made possible by real-time QR code scanning. Simply scan the QR code with any scanner such as Google lens to verify. The original uploaded document will then be displayed. You can verify your copy against the original document. You can verify your electronic and scanned documents against the original. We assist you in removing the burden of third-party verification by providing a reference point to verify the immutable blockchain-based document validation.

Handy Scanner Pro turns your tablet or phone into a powerful document scanner. You can say goodbye to the paper piles that follow you around. Multipage documents, whiteboards and business cards can be scanned. The post-processing filters ensure the highest quality and the lowest background noise. Simply share them to GMail or Dropbox, or any other app. You can even upload them instantly to Dropbox! It can produce both PDF and JPEG images. Handy Scanner can straighten and fix perspectives, improve readability, make multi-page documents easier, and push PDFs quickly to wherever it's needed. Our custom camera allows you to take multiple pictures at once (batch scan). Adjust the contrast and brightness to fine-tune your images.

Verdocs are more than just a verified document. They're an experience. By making it easier to find and use hosted documents, we are supporting a community that is changing the future of paper and electronic documents. Send a verdoc to any document, new or old, with just a few clicks from your dashboard. We have the flexibility and features that will meet your team's requirements. Invite your team members to create a Verdocs account. They can access any of the pre-made documents immediately for access and use. Every verdoc is legally binding, digitally stamped to ensure that it is tamperproof, and Every signed Verdoc is accompanied by a document certificate that includes a full audit trail. Verdocs can be signed in accordance with both ESIGN and UETA. All data stored in Verdocs is protected on AWS servers. Verdocs guarantees that all signatures on documents are backed up by a digital audit trail.

jSign makes it easy to sign, track, track, and collect electronic signatures quickly and easily. Today's mobile professionals have made electronic signatures an indispensable business tool. jSign is simple to use and allows for quick online signatures. This makes it easy to close deals quickly and conveniently from anywhere you are. Drag and drop your document for upload. For others to sign, add initials, date and company name. Invite others to sign via email. You can upload a handwritten signature or type text. Or, you can create an electronic signature with a stylus pen or mouse. Once each recipient has signed, you will instantly receive an email containing a link to the signed document. Sign PDFs, legal documents, and invoices online from your computer, laptop or smartphone. jSign makes it easy to sign PDFs, legal documents, contracts, and invoices online.

Turn your iPhone/iPad into a portable scanner. Instantly scan any receipts, documents, or notes and convert them into PDF documents. High-resolution scanner. Advanced image processing filters. Automatic border detection. OCR scans documents. Rotate and crop images. Batch scanning. Page settings (page size, orientation) can be adjusted. You can share as PDF or images. You can also upload PDF to other apps such as Dropbox, Microsoft OneDrive, Box, Box, and many more. Attractive and user-friendly interface. For the duration of your subscription, you will have access to all the apps in TapMedia PRO bundle.

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.

Automatically retrieve suppliers' bills and import bank transaction data. A complete and intuitive cloud solution that automates your accounting and simplifies your daily business operations. Azopio automatically retrieves all of your invoices, receipts, invoices, and financial transactions. This saves you time and allows you to focus on your business. Azopio can connect to many suppliers' websites as well as banks in order to collect and centralize all of your bank transactions and bills. Azopio syncs with your bank accounts to pull out all transactions daily. To avoid losing receipts, snap them with your smartphone and send them to Azopio. They will be processed immediately. Machine Learning and Artificial Intelligence-based algorithms automatically extract the accounting data from all cash register slips and receipts.

Xodo allows you to edit, annotate and sign PDFs on your desktop, mobile, or web. Xodo makes it easy to work with PDFs. No more printing or faxing! You can sign contracts, expense reports and cover letters on your smartphone or tablet with just your finger or stylus. It's that easy! Sign any document with just your finger, instead of searching for a pen or printing ink. You can save your signature and sign any future documents with just one tap or click of the mouse. Save the file and share it with anyone who needs it. It takes only seconds to do what used to take many emails back and forth. Xodo takes stress out of filling out forms. You can complete forms from your smartphone or tablet anywhere you are by simply tapping on the screen to fill in fields and selecting checkboxes. You can save time and energy. Fill out forms on your smartphone or tablet and save them to share with anyone who needs them.

Automate, simplify and grow your business. Integrating Accounting Practice Management systems will give you stress-free, efficient Document Management with intelligent automation. OnePractice Document Management is a suite of cloud-based tools that are uniquely designed to help you save time, increase efficiency, and allow you to spend more time building client relationships and generating more income. The suite includes: Templates. Use live data from your practice management software to create beautiful documents and spreadsheets. A simple set of prompts will allow you to quickly access real-time data. Mail. With just a few clicks, you can easily save your emails and attachments from Outlook online and desktop to the client folders of your document center. Mail templates. Easy creation of emails with the ability to attach files from your document center. Use prompts to populate with live practice management data and input real-time data using prompts.

Sign your contracts online using legally binding esignatures. Our app makes it easy to send signature requests and track their progress. You can also embed the entire workflow in your own app with our API. Uploading your documents, naming recipients, configuring signature fields and sending out for signatures is all it takes. You can speed up the process by saving frequently sent documents as templates. While most companies know the benefits of signing sales contracts online, few realize the potential benefits to integrating e-signature into existing applications via APIs. You can greatly optimize all manually initiated paper-based and email-based document workflows like NDAs and employee onboarding, expense approvals and hardware requests by allowing employees to initiate, track, and sign documents right from their existing applications.

Flexibility and accuracy are key to successful business operations. Our best-in class data capture ensures that your import data matches physical documents. To access your financial documents, scan files, take images on your mobile device or upload to your NeatFiles account. Customize your digital file organization. You don't have to deal with the mess of large paper stacks. You can now keyword search and filter documents instantly. Neat secures your documents and information using bank-level encryption and security. You can now enhance customer experience by accepting bank transfers and credit/debit card payments. Neat's industry-leading partner WePay (a Chase company) allows you to quickly create branded invoices and get paid securely. You can turn it on or off whenever you like, without losing any invoices. Except for the very polite chatbot that connects you with a human, we don't have robots talking to you.

There is no need to print, scan, or post documents again. This saves time and avoids delays. Icon for contract award. Sign documents electronically anywhere, anytime. Building shield icon Secure - All documents are sent via secure links and a certificate is generated immediately after signing. SignIT is an easy and intuitive application within InfoTrack that allows you to quickly obtain electronic signatures for clients. Drag and drop any document into InfoTrack. Then, select the area you need initials, dates, or signatures. Send the document to your client to be reviewed and signed online. SignIT sends your documents via secure email link. This allows recipients to review the document and sign it online. You can also add as many electronic signatures as you need, including vendors, purchasers, witnesses, and others.

It is time to get rid of paper files and storage fees. Thomson Reuters GoFileRoom, a cloud-based electronic document storage program for accountants and tax professionals, is available from Thomson Reuters. GoFileRoom provides a variety of features that allow your firm to have 24/7 access to cloud-based document storage. Staff can quickly attach client documents to workflows and upload files to the web-based DMS. You can streamline your processes and make your office paperless. To save even more time, integrate GoFileRoom to other products. Highlighted text can be used to query documents, workflows, or locate documents using keywords or saved searches. GoFileRoom is accessible online so that you are always using the most recent version. Reduce costs by eliminating paper files and storage fees. Flexible document retention policies should be established that meet business needs, but allow for exceptions when necessary.