Have you ever shuffled through papers on a co-worker’s desk to locate an
important file? Or worse yet, have you ever looked for a file for hours
but never found it? With a traditional file room, these issues will
never go away. But when you implement ProSystem fx Document,
they’ll be a distant memory. Document stores all of your firm’s papers
in digital files that can be found with just a few clicks.
With all of your documents in a central repository — including tax
returns, client correspondence, employee records and email messages —
you’ll be able to help your clients in record time.
Document is available both web-based and
in the cloud.