What Can Going Paperless Do For You?

FINANCIAL ADVISORS

 

• Meet compliance standards
• Reclaim file cabinet space
• Find client records in seconds
• Electronically route files and documents for further action
• Track where files are and when they were accessed and by whom
• Enforce security by guarding access to private files
• Transmit records to the home office electronically (when accepted)
• Easily back up your files to protect your records from catastrophic events

• Integrate with most CRM software products

ACCOUNTING

 

• Instantly retrieve documents
• Electronically route files and documents for further action
• Track where files are and when they were accessed and by whom
• Enforce security by guarding access to private files
• Use electronic signatures or PIN codes to speed review and approval processes
• Easily back up your files to protect your records from catastrophic events Meet compliance standards for accounting and advisory firms Provide secure online access for your clients to their documents Integrate with most existing tax preparation software packages

INSURANCE

• Reclaim file cabinet space
• Pull policy holder data electronically and ensure regulatory compliance
• Find client records in seconds and ensure security by guarding access to private files
• Track where files are, when they were accessed and by whom
• Connect to other applications for typical daily work with memos, spreadsheets, etc.
• Easily back up your files to protect your records from catastrophic events

Integrate with most CRM software products

MEDICAL

• Use your current staff to support additional doctors and patients
• Reclaim file cabinet space
• Have quick and easy access to patient records at your fingertips
• Know exactly where all your patient records are at all times
• Reduce data entry by implementing electronic-based forms
• Automate your filing without changing your doctor-patient workflow
• Use electronic signatures or PIN codes to speed review and approval processes
• Easily back up your files to protect your records from catastrophic events
• Integrate with most practice management software products\

MANUFACTURING

• Put access to documents at your employees' fingertips
• Provide centralized, secure shared access to your documents
• Create automated processes for reviewing and approving documents via workflow
• Replace clipboards and paper forms with electronic forms
• Enforce security by guarding access to private files
• Track where files are, when they were accessed and by whom
• Use electronic signatures or PIN codes to speed review and approval processes
• Easily back up your files to protect your records from catastrophic events Integrate
   with accounting, CRM, ERP, HR and other software you already work with

    Legal

  • 24/7/365 access to all law firm documents and case records – in and out of the office, on desktops, laptops, netbooks and tablets
  • A truly green legal office environment – no new paper!
  • Sophisticated, rules-based automated document routing and management – fully integrated with workflow, scheduling and forms management capabilities
  • Secure document sharing with clients
  • Fixed licensing, maintenance and support costs
  • Granular security tailored to the unique needs and sensitivities of law firms and legal offices
  • Powerful redaction tools to remove sensitive information from documents
  • Priority access to a dedicated, multi-person support staff
    Car Dealerships

  • Time lost to manual warranty processes can cost a dealership $500,000 or more a year in lost tech and parts profitability, concludes one industry study.

  • Documents that travel manually through the service process are at a high risk of being lost.

  • Warranty staff saves time by not having to manually process and search for documents. Paperless technology delivers a fast, accurate electronic search, saving time.

  • Unsecured documents containing customers’ personal information

    can expose a dealership to serious liability.

  • Retention of key records is also important
  • Repair Orders, Customer-Pay, Warranty and Internal 7 years

  • Deal Jackets and related customer files 10 years

  • OSHA records 7 years

  • I-9 Employment Verification 4 years