The right financial software helps streamline document review and approval processes so you can deliver excellent service to your clients in less time.

Our financial solutions help you create and manage large volumes of documents, like financial statements, loan agreements, and balance sheets. And they ensure sensitive information stays secure and protected at every step.

Below we explain how smart financial software solutions can help you do more with less.

Document templates

Your business likely creates several standard document types that are common in the financial industry. Opening a blank Word document and typing or copying an older document and manually updating the contents a) eats up precious time and b) leaves room for errors like mistyping information or leaving other clients’ details in the document.

When you work from document templates, you can create financial documents that are consistent and professional in a fraction of the time it usually takes.

Document creation software like veroDocs helps administrators manage and deploy templates. Users quickly add the right content by answering a series of questions, dragging and dropping blocks onto the page, or directly inserting information from business systems and CRMs.

PDF collation and editing

Each client or account will have its own set of related documents. Sharing multiple associated files with your clients or lodging them with an industry body is difficult over email. Bundling them ensures the documents reach the recipient together.

Users can collate files like client letters, tax returns, or financial statements into a single, secure PDF with pdfDocs. Update the contents, redact sensitive information, apply corporate stationery, and much more. Or send PDFs straight to DocuSign to collect secure electronic signatures. Then share it, upload it, or file it away in a practice management system.

The same goes for the creation of electronic PDF binders. Compile all the work from a client, job, or project into an easy-to-navigate PDF binder quickly and easily with pdfDocs Binder.

True redaction

Financial documents are full of sensitive and personal information. The best way to protect that data once it leaves the business? Proper PDF redaction.

Other methods aren’t as effective as using a PDF editor with a proper redaction tool. Headline-making data breaches have resulted from placing a black box over text in Word and then converting to PDF. Plus, PDF redaction tools like that in pdfDocs offers time-saving features like pattern search.

Pattern search makes it easier for users to find and redact every instance of a credit card or bank account number, for example. Organizations can even set up their own custom searches for specific patterns.

Accurate file comparison

When it comes to financial documents, no detail is too small. So, when a fact or figure changes between versions, financial professionals need to know.

compareDocs can show you the changes between financial statements and files instantly. Use it to compare Word documents, PDFs, Excel spreadsheets and PowerPoint presentations, or image-based files like scanned documents.

Find, analyze, and report on changes to financial documents quickly and accurately with compareDocs. Compare up to five versions of a document and output the changes to one of several report types.

Information security

Financial documents contain confidential information that must be secured before it is uploaded or emailed.

Keep sensitive financial information secure during collaboration and publishing stages with cleanDocs.

cleanDocs can sanitize documents of sensitive metadata, alert you to improper redaction in attachments, prevent emails from going to the wrong people, and ensure information never ends up in the wrong hands.

Use cleanDocs to remove hidden text, embedded objects, or add password protection to files for additional security.

Data loss prevention

Human error is a major contributor to data breaches reported worldwide. The most common mistake is sending an email to the wrong person and exposing sensitive information either in the attachments or the email body.

Email security software, like cleanDocs, can alert you to a potential breach before it happens. It is the only application that helps prevent email data breaches caused by three major risk areas: misaddressed emails, sensitive metadata in attachments, and improper redaction – all from a single touchpoint.

Automated OCR and compression

If you scan paper files into your document or practice management system, they need to be converted to text-searchable PDFs. Making these scanned files text-searchable means you can find related client files quickly and easily and ensure compliance with auditing systems.

Graphics files like JPEGs, GIFs, and TIFFs similarly lack the text layer required for searching.

An OCR tool like contentCrawler that can process vast numbers of files in batches is the most efficient way to ensure graphics, image-based files, and scanned files are searchable.

It will sift through files and OCR where necessary, without any disruption to staff. Plus, organizations can save on storage costs by compressing files at the same time.

A single suite

All these financial solutions are delivered as a single suite, making life easier for staff and IT departments.

The applications share a familiar user interface, so there is less of a learning curve for new users. And a single source for product billing and support keeps things simple for administrators.

How could we help improve your document journey? Talk to us today to find out.

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