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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Beyond mere document management, we provide personalized solutions that seamlessly integrate with your current software while enhancing your business workflows. Our customized offerings are designed to work in harmony with your accounting systems, streamlining processes such as data entry, approval workflows, and electronic invoice organization. For nearly two decades, we have been dedicated to developing, marketing, and supporting our proprietary software solutions. With a portfolio of over 300 customized solutions, we possess a deep understanding of your specific needs. Our commitment extends beyond just support; we constantly strive to enhance our offerings. The innovative solution, known as the ferret, was inspired by Phil North’s extensive experience in managing various scanning bureaus across New Zealand, where he provided document management services for numerous large-scale projects. One notable instance involved the processing of 70 tonnes of large-format engineering drawings for a significant utility company. Impressively, nearly half of all the scanning tasks performed by these bureaus resulted in invoicing, highlighting the efficiency of our systems. We believe that continuous improvement and adaptation are essential to meet the evolving demands of our clients.

Description

Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$69.99 per month
$699.99 per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ferret Software

Founded

2001

Country

New Zealand

Website

www.ferretsoftware.com.au

Vendor Details

Company Name

SeQwens

Founded

2019

Country

United States

Website

seqwens.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management Yes 

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