Smart Document Productivity Software for Accountants
Our accounting software transforms how you work with your documents. Merge ledgers, invoices, bank statements, and contracts into a single, easy-to-navigate file for clients, so nothing gets lost over email. Unplug your printer and scanner and sign, review, and redact your documents digitally, instead. Stay in control of the information you share with intuitive security features inside Outlook. And enjoy the convenience of all these solutions and more integrated with your accounting practice management software.
PDF bundling and editing
Assemble multiple documents and send them to clients as a single, secure file. Edit and review records for each account in a dedicated workspace.
Precise version control
Use comparison technology to find changes between versions of an invoice, spreadsheet, or contract. See the changes in an interactive Word report that becomes your next version.
Secure file sharing
Protect your clients’ financial information without being any less productive. Verify email recipients and remove sensitive metadata from attachments to prevent data leaks.
Make scanned files text-searchable so you can find related documents quickly and easily. Use it to help comply with requests from clients and tax authorities to hand over specific documents.
A smarter way to create and share PDFs
Have you ever emailed a client all their files only for them to get lost or separated? Document bundling software is the best and easiest way to collate multiple documents and send them as a single, secure file.
pdfDocs Binder is a powerful bundling tool, ideal for enterprise use. It saves time by automatically generating a Table of Contents and adding Headers/Footers or page numbers. And navigating large or complex files is made easier for your clients with bookmarks and hyperlinks. Press play to learn more.
Customer Success Stories
Add powerful features to your accounting practice management software
We integrate with the software and systems you use every day. Connect your document productivity tools to Microsoft Office and leading accounting practice management software to streamline digital processes. Enjoy convenient access to PDF conversion via the DocsCorp Ribbon in Microsoft Office and in Outlook. Save PDFs, PDF binders, and document comparison reports directly to the relevant folder in your practice management software. Use automated, batch OCR processing to ensure every document saved in your practice management software is text-searchable. And avoid unintentionally sharing sensitive document metadata when you upload or email client files. It’s all possible with just one powerful suite of productivity applications.
Make tax time less taxing with the right accounting software
Tax time doesn’t have to feel like the end of your tether. Document software made for Accounting, Tax, and Audit Professionals can help. Get the guide to learn how the right technology can make a real difference to productivity.
- Automate many of your time-consuming administrative tasks.
- Put the focus back on the work that matters to improve the client experience.
- Reduce the risk of an email data breach occurring.
- Protect sensitive client data with true redaction technology.