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.

Proton Drive's early access offers a secure cloud storage solution with end-to-end encryption, making it ideal for protecting confidential documents using the same encryption technology as Proton Mail and Proton Calendar. While we are continuously enhancing Proton Drive with additional features, the current early access version proves beneficial for various applications, including: - Safely backing up important documents like medical records, financial statements, and identification copies. - Storing files in a cloud environment with end-to-end encryption for easy access across multiple devices. Unlike many conventional cloud storage providers, such as Google Drive, which may monitor and analyze your files for profit or share your data with third parties, Proton Drive ensures that your data is encrypted on your device prior to being uploaded to our secure servers. This process guarantees that we cannot view your files, and we maintain a strict policy against data surveillance, refraining from monetizing your information through advertisements. Our commitment to user privacy remains unwavering as we strive to offer a trustworthy cloud storage alternative.

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.

DocuClipper allows users to extract crucial information from both scanned and digital PDF documents and seamlessly transfer it to applications like Excel and QuickBooks. Utilizing advanced OCR technology, it is capable of retrieving data from a wide range of documents, including bank and credit card statements. The platform has successfully undergone a thorough security assessment by Intuit and adheres to stringent security protocols. With DocuClipper, users can efficiently extract transactions, dates, and other pertinent information from any type of PDF bank statement. It supports hundreds of financial institutions, ranging from major national banks to local credit unions. Users can effortlessly import transaction data into an Excel file or obtain a downloadable format suitable for integration with accounting software. In addition to QuickBooks, DocuClipper is compatible with other popular accounting tools such as Xero and Sage. The reliability of conversion is enhanced by an automatic reconciliation process that ensures transaction totals match the summary details on the statement, providing peace of mind to users managing their financial records. This makes DocuClipper an invaluable asset for anyone looking to streamline their financial documentation and reporting process.

Hubdoc allows you to seamlessly import your financial documents and convert them into usable data formats. The process of capturing your financial documents is straightforward and can be accomplished by taking photos with your mobile device, sending emails, scanning, or directly uploading files to Hubdoc. All of your essential documents are securely stored online in a centralized location. The platform automates data entry by extracting critical information from bills and receipts, such as supplier names, amounts, invoice numbers, and due dates, which can then be utilized to create transactions in Xero and QuickBooks Online, complete with the original source documents attached. By granting your accountant access to your Hubdoc account through an email invitation, they can effortlessly oversee your bookkeeping activities. This ensures that your accountant remains informed and engaged with your financial management, making collaboration more efficient.

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.

Prepare your financial documents with ease. Collect consumer finance documents for your platform in a quicker and more efficient manner than ever before. This process eliminates the hassle of scans and manual uploads, streamlining workflows while reducing administrative follow-up tasks. Obtain high-fidelity data directly from the source, ensuring accuracy and reliability. Our white-labeled solution seamlessly integrates into your brand. The security of the FileThis Service is paramount, providing peace of mind. We collaborate with FinTech platforms to simplify processes such as loan applications, tax preparation, bill payments, bookkeeping automation, and compliance with legal financial requirements. By working together, we enhance the overall user experience and make financial management more accessible to everyone.

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.

PaperLess Invoice Scanning is a certified software solution designed for Sage that enables businesses to effortlessly scan and attach invoices, significantly minimizing manual data entry through its Automatic Invoice Recognition feature. Users can easily retrieve invoices through a straightforward live lookup within their Sage accounting entries. For organizations aiming to maximize their Sage accounting capabilities, PaperLess Document Management integrates features such as Automatic Invoice Recognition, seamless Purchase Order matching and closure, online invoice approval, and comprehensive automation of emailed invoices. This online approval system is fully compatible with both Sage 50 and Sage 200, allowing users to streamline their invoice approval workflows based on various criteria like supplier, department, project, or cost center. Additionally, it enhances control over approved amounts, making it the top choice for Invoice Authorization Software tailored for Sage users. By implementing such a system, businesses can improve efficiency and ensure greater accuracy in their financial processes.

The Scanner PDF application is designed to enhance your document management capabilities, serving as a mobile scanner for your smartphone that converts paper into PDFs while effectively conserving both time and storage space. This app not only supports advanced image processing but also allows for the transformation, rotation, and sharpening of images to ensure optimal document quality, all thanks to its sophisticated OCR engine. It offers high-resolution scans that maintain most details from the original paper documents and features support for multiple-page PDFs. Users can easily modify or remove pages as needed, and the image processing engine provides tools to adjust contrast and enhance clarity for the finest document quality. Additionally, there is an option to subscribe to a premium account that includes unlimited scans, access to exclusive features, and an ad-free experience. You can effortlessly share your documents with friends using just a few taps, making it a versatile tool for both personal and professional use. With its comprehensive features, Scanner PDF stands out as a reliable solution for anyone looking to streamline their document handling process.

Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses.

Transform PDF files into editable Microsoft Word documents and modify them using Office for iPad or various other editors. The Able2Doc PDF to Word app for iOS is a free and efficient solution designed for PDF to Word conversions on the move. With advanced conversion technology and robust servers, it ensures precise, dependable, and high-quality outputs when converting PDF files. To ensure the app functions optimally, remember to enable push notifications. It allows users to convert PDFs into editable Microsoft Word (docx) files seamlessly. Users can import and convert documents from their mobile devices, email, or popular cloud storage options like Dropbox, Google Drive, and OneDrive. After conversion, you can easily edit your files in apps like Office for iPad and QuickOffice, or you can save them to cloud services such as Dropbox and OneDrive. The app is user-friendly, as you only need to import your desired file to initiate the conversion process, which starts immediately. Furthermore, for privacy and security, any processed files are permanently removed from Investintech's servers within a 24-hour timeframe, ensuring your data remains confidential. This combination of functionality and security makes it a reliable choice for anyone needing on-the-go PDF conversion.

Distribute batch invoices or various documents via email, print, fax, or archiving based on what the customer prefers. Automatically implement a customized branded template to strengthen your corporate image while incorporating tailored promotional messages. These advertising messages can be specifically designed for different customer segments in your accounting system. You can attach and dispatch any type of document, including invoices, statements, or remittance advice, to any kind of contact, whether internal or external. Safeguard sensitive information with password protection and digitally sign PDF documents using advanced Adobe CDS Digital ID for security. Additionally, you can include supplementary documents in your electronic communications, such as related invoices with statements, delivery instructions, purchase terms and conditions, promotional deals, and newsletters, thus enhancing the value of the correspondence. This comprehensive approach ensures that all necessary information is readily available to the recipient, fostering better communication and understanding.

Effortlessly transmit high-quality images for FREE using any smartphone! Say goodbye to the inconvenience of waiting in line at truck stop scanners. Send your documents from any location, enabling quicker payments! With Drive Axle, you can swiftly scan and transmit paperwork with minimal hassle. Seamlessly send both single and multi-page freight documents at any time. Drive Axle is specifically designed to tackle the challenging conditions you encounter daily, including dim lighting, faded copies, crumpled sheets, and tight truck spaces. It can convert images of documents from these situations into sharp, clear, and readable freight documents. Keep track of your documents, monitor when they were dispatched, identify the recipients, and trust that they were successfully delivered. No more stacks of paperwork cluttering your cab space. Join the vast community of drivers who have already embraced Drive Axle. Take action now and download the app to enhance your productivity!

The Ivanti Docs@Work application provides users with an easy-to-navigate platform for accessing, annotating, managing various shared documents, and reviewing files from sources such as email, SharePoint, Office 365, Dropbox, and numerous other cloud and on-premises storage systems. For enterprises, productivity hinges significantly on dependable access to diverse content, encompassing everything from customer information to health records and financial data. With Ivanti Docs@Work, IT administrators are empowered to implement data loss prevention (DLP) measures to safeguard against unauthorized sharing, all while enabling users to conveniently download, modify, and distribute multiple documents from their mobile devices without risking the integrity of corporate data. This seamless integration fosters a more efficient workflow and enhances collaboration across teams.

Signable ensures the security of your electronic documents throughout their lifecycle with robust SSL encryption standards. Additionally, it seamlessly integrates with existing applications and tools, such as Google Drive, Dropbox, and Zapier. By utilizing electronic signatures, you can significantly reduce paper waste. Moreover, Signable is committed to environmental sustainability, donating 1% of its revenue to initiatives focused on carbon removal. Our dedicated Customer Success team is readily available to assist you in maximizing your experience with Signable. Every monthly subscription includes access to our API, allowing for integration with your own website or customer relationship management (CRM) system. The process of sending documents online is straightforward; simply upload your document or choose from a template, add one or more signers, and indicate where their signatures are needed before sending it. The designated signer will receive an email containing a unique link to access the document, which they can open from any device without the need for registration, allowing them to sign where indicated. After all parties have added their signatures, you'll receive a confirmation email with links to both view and download the finalized document, ensuring that you have everything you need at your fingertips. This efficient and eco-friendly approach to document signing makes Signable an excellent choice for modern businesses.

GScan is a robust scanning application designed to efficiently handle everything from a handful of documents to extensive batches, providing a seamless experience for both physical and digital document processing. It enhances your document management workflow by offering features such as scanning, recognition of 1D and 2D barcodes, automatic separation and classification, comprehensive OCR for full-text recognition, form identification, indexing, and data verification among others. This versatile tool enables the processing of printed and electronic documents sourced from scanners, multifunction devices, network and cloud storage, SharePoint, document management systems, emails, and even mobile devices, while allowing for the storage of fully searchable PDFs in a digital archive. Additionally, GScan is capable of automatically identifying invoices received through various channels and cross-references data with ERP systems, including vendor lists or purchase orders, before exporting the finalized PDFs to your DMS. Beyond its scanning capabilities, GScan ensures that your document management is streamlined and efficient, making it an essential tool for any organization dealing with significant document volumes.

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.

Effortlessly collect signatures whenever and wherever you need them, bypassing the hassle of cumbersome paperwork. With Jotform Sign, you can streamline your workflow by utilizing its automation capabilities to eliminate tedious manual processes. Design and personalize your perfect form just once, then distribute it repeatedly as required. Simply incorporate your preferred form fields, designate signer roles, and gather signatures seamlessly. Experience significant time savings with our adaptable document creation and distribution system. Integrate your documents and signers into an approval workflow, and swiftly upload the signed files to your cloud storage with our robust online storage integrations. Keep track of your document’s progress using the Jotform Sign inbox, where you can receive immediate notifications about signer activities, dispatch reminder emails, download completed documents, and access a variety of additional features all from a single, user-friendly interface. This comprehensive solution allows you to manage your signature collection process more effectively than ever before.

Handy Scanner Pro transforms your smartphone or tablet into a highly efficient document scanner, eliminating the clutter of paper that tends to accumulate. This app allows you to scan a variety of items, including multi-page documents, whiteboards, business cards, and much more. With its advanced post-processing filters, it ensures the highest quality scans while minimizing background noise. You can effortlessly share your scans via Gmail, Dropbox, or any other preferred application, and even utilize the instant upload feature for Dropbox. It supports the creation of both PDF and JPEG files, providing versatility for your needs. Handy Scanner also enhances your images by correcting perspectives, improving readability, and facilitating quick PDF transfers to your desired location. Additionally, you can batch scan multiple images in one go using the custom camera feature, and make precise adjustments to contrast and brightness for optimal results. This app streamlines the scanning process, making it easier than ever to manage documents digitally.

Obtain legally binding e-signatures for your contracts online with ease. You can send requests for signatures and monitor their status using our user-friendly application, or seamlessly integrate the entire procedure into your own application through our API. The process is straightforward: upload your current documents, designate recipients, set up signature fields, and dispatch them for signatures. Moreover, you can streamline your workflow even more by saving commonly used documents as templates. While many companies recognize the advantages of signing sales contracts online, few understand the additional benefits of a more comprehensive e-signature integration within their existing software via APIs. By integrating e-signature functionalities, organizations can significantly enhance their manual document workflows—such as NDAs, employee onboarding, expense approvals, and hardware requests—by initiating, tracking, and signing documents directly within their current applications, resulting in a more efficient and streamlined process overall. Embracing this integration can lead to increased productivity and reduced turnaround time for essential business operations.

BlurData is an application crafted to safeguard sensitive details found in screenshots and PDF documents. It boasts capabilities such as automatic detection and obscuring of confidential information, which includes email addresses, financial figures, personal names, account numbers, physical addresses, license plates, IP addresses, and website URLs. Users can easily import images through a convenient drag-and-drop interface. The application provides quick options for exporting images in PNG format, making it simple to share the processed content. By functioning offline, BlurData guarantees that your information stays secure on your device, avoiding any uploads to external servers. It accommodates popular image formats like JPG and PNG and is designed to work with macOS versions 13 and above. Furthermore, the app has recently added support for PDF files, enhancing its capabilities for protecting documents. Users have the flexibility to choose which information to blur, with the ability to undo actions or select specific text for blurring, ensuring that they maintain control over their sensitive data. With the added features, BlurData stands out as a versatile tool for anyone looking to enhance their privacy when dealing with visual information.

Transform your iPhone or iPad into a mobile scanning device, allowing you to quickly capture your notes, documents, and receipts and convert them into high-quality PDF files. This high-resolution scanner features advanced image processing filters, automatic border detection, and the ability to perform OCR on scanned documents. You can easily rotate and crop images, and even scan multiple pages at once with batch scanning capabilities. Additionally, customize your page settings, including size and orientation, before sharing your files as PDFs or images. You can also upload PDFs to various apps such as Dropbox, Microsoft OneDrive, Box, and more. With an appealing and intuitive user interface, you will enjoy the seamless experience of utilizing these features, and you'll have access to the apps included in the TapMedia PRO bundle for the length of your subscription. This makes it an essential tool for anyone needing efficient document management on the go.

Clear Scanner stands out as the premier scanning application, providing users with a seamless experience that significantly conserves both time and money. Download this incredible free pocket-sized scanner app onto your smartphone and effortlessly scan documents from anywhere in the world, sharing the resulting images with anyone, regardless of their location. With professional-grade outcomes and a variety of filter options, you can achieve images that are brighter and clearer, enhancing readability. The app allows for the creation of folders and subfolders, enabling users to manage their files and documents more effectively. Additionally, you can create offline backups or synchronize your scans across multiple devices for added convenience. Even after saving your images, the app includes a range of professional editing tools and multiple filters to enhance your scans further. You can conveniently rename images and reorder your scanned files, simplifying the process of locating documents, images, or notes. Furthermore, the application enables you to email specific documents or entire folders quickly, ensuring high-speed processing for all your scanning needs. This comprehensive set of features makes Clear Scanner an indispensable tool for anyone looking to streamline their document management.

Zonepdf is an innovative and rapid PDF solution that offers users advanced features. While registration is not mandatory, creating an account allows for the conversion of unlimited files! All conversions at Zonepdf occur through a secure connection. Rest assured, any files you convert will be permanently removed from our servers within a few hours after processing. Whether you need to email your newly created PDF or upload it online, you can trust that you will receive a high-quality file compatible with all platforms. You can edit, create, merge, split, compress, and convert PDF documents effortlessly, all through our online service. Based in Chicago, also known as The Windy City, Zonepdf Inc. comprises a diverse team dedicated to delivering a secure and efficient product while ensuring top-notch customer support. Our commitment to excellence makes Zonepdf a reliable choice for all your PDF needs.

Easily convert any document into a PDF using your smartphone or tablet. With just a quick photo taken with your camera, you can create a flawless PDF without needing a scanner or a computer. It’s incredibly simple! First, take a photo of the document. Next, utilize the app to trim away any unwanted background. Finally, you can either email the finalized document or save it directly to platforms like Dropbox, Google Drive, Box, or Evernote for safe keeping. Now you can manage your documents on the go effortlessly!

ADVANTAGE VBM represents a sophisticated electronic document and email management solution tailored for small to medium-sized businesses and their projects. Equipped with the innovative RealFS Relational File System, this software provides a comprehensive set of tools designed to ensure that your electronic filing adheres to ISO standards while enhancing the security and accessibility of critical business data. The system fosters an organized workspace for the storage, retrieval, transmission, and sharing of electronic documents and emails, structured through a series of distinctive layers integrated within your file system. These layers not only log essential metadata like the author, file name, and document location but also capture vital insights about the information that leaves your office as employees conclude their workdays. Additionally, the software includes one user account at no cost, with the option to create more users as needed, thereby facilitating collaboration among team members. This capability ensures that every member of your organization can efficiently manage their tasks and access necessary files without any hassle.

Softology's Document Management system is designed to effortlessly integrate with your current systems and legacy applications, including Sage, Sun Accounts, Qube, Yardi, MS Office, Lotus Notes, CRM platforms, as well as property management and accounting software, allowing for a quick and hassle-free installation that maximizes your existing investments. In line with the British Standard document BSI BIP0008, which addresses the 'Legal Admissibility and Evidential Weight of Information Stored Electronically', our software ensures that it can be utilized in scenarios where documents serve as the definitive legal version. This comprehensive functionality translates into a rapid return on investment for any organization that relies heavily on documents and their contents. Softology's Document Management stands out as a versatile enterprise-wide solution, adaptable for use across various departments, while its modular design allows you to pay solely for the features you require. Additionally, this flexibility empowers your business to tailor the system precisely to its operational needs, enhancing overall efficiency and productivity.

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.

Pocket Scanner transforms your iPhone or iPad into a convenient and portable document scanning tool that streamlines document organization. This app enables you to create JPEG scans, annotate photos with captions, and convert a variety of materials—including documents, notes, whiteboards, and receipts—into multi-page PDFs. As a reliable and professional scanning solution, Pocket Scanner enhances your ability to view, edit, and manage documents seamlessly. By using this app, you can reduce the burden of carrying physical paperwork and alleviate the anxiety associated with misplaced documents. The tool offers efficient project management for scanning various themes and materials, making it versatile for any user. With advanced image processing features, you can easily crop, adjust brightness, rotate images, and modify colors as needed. Additionally, you can upload, view, and manage files straight from your web browser, making accessibility easier than ever. You also have the option to share file links through email or social media, and even send download links with password protection for added security. Background file transfers further enhance the user experience, allowing you to multitask without interruption.

Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.

Organize, modify, distribute, and sign your documents in a way that suits you best, all from one centralized location that serves as your single source of truth. With tools for creating and editing documents and templates, you can effortlessly connect with Xero and work together with clients while managing your emails and tasks. Our clientele extends from our base in New Zealand to Australia, the UK, and beyond, supporting a diverse range of businesses across the globe. To get started, simply sign in using your Microsoft 365 credentials, link your preferred apps, including email and Xero, and efficiently manage all your files. SuiteFiles enables seamless collaboration; you can share documents with clients, request additional files, and obtain signatures, ensuring you have everything necessary for document management in one convenient place. Experience the benefits of real-time collaboration through Microsoft 365 Documents while keeping all your files and emails organized together, allowing you to create, edit, and work alongside your team effortlessly. With SuiteFiles, you can enhance your workflow and streamline your document management processes like never before.

An electronic signature that holds legal weight offers a secure, trustworthy, and convenient method for your business to send, approve, and sign digital documents. By streamlining your document processes, you can eliminate the need for paper entirely. Simply upload your PDF or .docx file and input the email addresses of the individuals who need to sign. Each signatory will receive a personalized link to provide their signature, ensuring a fully digital experience. This service can be accessed effortlessly from a computer, smartphone, or tablet, making it both user-friendly and efficient. Once the signing is complete, the document is safely encrypted within your account, allowing you to choose whether to save or export it as needed. There's no need for a digital certificate; just sign and proceed. This solution is suitable for various applications including commercial contracts, loan agreements, account openings, general documentation, insurance proposals, and school enrollments. Additionally, you can seamlessly integrate the electronic signature feature into your existing systems through Clicksign's REST API, which helps automate your signature workflows, enhancing productivity further. Embrace the future of document management and streamline your operations today.

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.

Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.

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.

Secure your important documents with Vaultie, utilizing digital signatures linked to verified selfies, built on blockchain technology for immediate verification. Begin by capturing a selfie with your smartphone or computer, which we then match with the image on your identification to ensure your identity is legitimate. Next, upload your document to Vaultie and easily drag and drop to designate areas that require signatures. Your signers will not need a subscription to Vaultie; instead, they can create a free account and authenticate their identity with a government-issued ID. When signing, each participant will take a selfie that is cross-checked with their photo ID to verify their identity again. Additionally, a unique QR code is embedded on any downloaded or printed document, enabling swift verification in the future. All your documents are securely stored in your personal encrypted Vaultie archive, allowing you to access them anytime and anywhere, providing peace of mind and convenience. This innovative approach ensures that your sensitive information remains both safe and easily retrievable whenever needed.

ADP Document Cloud is an efficient employee document management solution that integrates effortlessly with your current ADP Workforce Now human capital management (HCM) system. This innovative service allows for quick and secure access to documents and data, which can be easily uploaded, stored, tracked, and audited directly from a PC. Features include expiration dating, custom reporting, electronic signature capabilities, and more, all designed to enhance your document management experience. The Document Cloud prioritizes encryption security, ensuring that your data remains protected alongside the security measures provided by your existing ADP Workforce Now platform. Meeting federal and state regulations becomes simpler when all essential documents are easily accessible at your fingertips. The user-friendly drag-and-drop functionality allows you to upload a significant number of documents with just a few clicks, significantly reducing data entry and minimizing the risk of errors. With advanced custom reporting options, you can efficiently locate elusive reports and files, streamlining your workflow. Additionally, the system enables the integration and centralization of incoming documents from various sources such as mail, fax, and email, consolidating all your electronic files in one secure location for enhanced organization and accessibility.

Enhance your accounting and bookkeeping efficiency with Crunched, a cloud-based solution designed for small businesses. Crunched simplifies the management of bookkeeping tasks, including invoicing, payment collection, and additional financial activities. Users can conveniently send quotes and invoices to customers via email for services rendered. Additionally, Crunched Processing enables users to enroll customers for secure online payments using credit cards. Furthermore, the platform allows users to invite their accounting teams, granting them access to edit the account and post directly into the ledger, streamlining collaboration and financial management. This comprehensive tool not only saves time but also ensures accuracy in financial reporting.

Remote document scanning solutions are essential for environments like Terminal Server, Citrix, Cloud, and VDI, where typical remote desktop scanning capabilities are lacking. Quest RemoteScan addresses this challenge by providing a straightforward method to integrate document scanners into your remote sessions. This technology enables a secure scanning workflow across various platforms, making it particularly advantageous for regulated industries such as healthcare, finance, freight, and government. With preset configurations and templates, the software ensures that various desktop scanners adhere to compliance standards. Additionally, the server-based document scanning tool recognizes remote scanners as if they were directly connected, preserving image quality while minimizing network congestion through both lossless and lossy compression techniques. Furthermore, the software is compatible with any application that supports TWAIN image capture, allowing for versatile and efficient scanning solutions. As a result, users can enjoy a streamlined scanning experience, irrespective of their operating environment.

DocsCloud is a comprehensive solution designed for professionals and businesses to generate completed documents in real-time, develop web forms for information gathering, manage agreements, ensure secure document sharing, and extract text from both documents and images. This all-in-one platform is essential for the daily creation, management, and distribution of vital business documents. With its user-friendly Form Builder, you can quickly craft customizable forms and embed them seamlessly wherever needed. The DocTemplate feature simplifies the business document creation process, while the Fillable PDF module enables easy management and sharing of interactive PDFs with clients. Additionally, DocExtractor facilitates effortless data extraction from documents and images, allowing for integration into existing workflows. You can create or upload documents and obtain digital signatures from multiple signatories, ensuring a streamlined approval process. Furthermore, DocsCloud provides secure hosting and sharing capabilities for documents, catering to both internal teams and external stakeholders, enhancing collaboration across the board.

TakeTurns facilitates a structured, secure, and transparent way to collaborate on documents and files with clients, partners, or any involved parties. By ensuring everyone knows whose turn it is to contribute, it eliminates the hassle of searching for the right version of a document. TakeTurns automatically tracks all changes and contributions, allowing for seamless collaboration. You maintain control over who can participate, ensuring compliance with regulatory requirements for transparency and security. The platform supports negotiations, reviews, and revisions of contracts with external parties, while also managing monthly file requests for accountants during financial closings. Sales quotes and proposals can be shared and negotiated effortlessly, alongside the editing and reviewing of nondisclosure agreements. Additionally, it simplifies the process of requesting documents and organizing audit reviews, enabling users to share onboarding forms, gather necessary documentation, and review RFx submissions. The ability to share and evaluate project deliverables further enhances collaborative efforts. Users can upload any document or file they wish to share and make specific requests from others, while also inviting participants and defining their roles within the collaboration process, thus ensuring a smooth workflow. This comprehensive approach to document collaboration makes TakeTurns an invaluable tool for effective teamwork.