Document and email management | AccountingWEB

Document and email management

We have started looking at document management system, and have just had a very good presentation from CCH. However, we use Sage on all other levels (with close to 1,000 clients, we are too far in to change), and whilst CCH had a good system, it is priced such that it only delivers value with a full transfer of all software requirements.

What are people using out there?

We want to file emails and scanned documents in a central location in their original format. The software must be user friendly, have good search functionality (including in-document) and task assignment capability.

Ideally (and this may be the big ask) we would have some sort of database syncronisation with Sage Practice Solutions..

CCH had a bulk email facility that would have been useful too...

Any thoughts would be most welcome.

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Cloudcounter |

Share point

leicsred |

Document Management

ksalter |
ksalter's picture

Interwoven is used by a lot

merlyn |

Virtual Cabinet

Hosted Accountants Ltd |
Hosted Accountants Ltd's picture

Thanks to you all for this. I

micro business advisor |

A shortlist..

cverrier |
cverrier's picture

Thanks cverrier

micro business advisor |

PaperLess direct integration with Sage 50 Accounts

torbenhalvorsen |
torbenhalvorsen's picture

virtual cabinet

thelma65 |

Thanks Virtual Cabinet

micro business advisor |