Document and email management

Posted by micro business ... PM | on Thu, 16/08/2012 - 17:07 1196 11 comments | report

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.

Comments

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Docusoft

Cloudcounter | Thu, 16/08/2012 - 20:52

Share point

leicsred | Fri, 17/08/2012 - 06:24

Document Management

ksalter | Fri, 17/08/2012 - 07:42

Interwoven is used by a lot

merlyn | Fri, 17/08/2012 - 09:45

Virtual Cabinet

Hosted Accountants Ltd | Fri, 17/08/2012 - 13:30

Thanks to you all for this. I

micro business advisor | Mon, 20/08/2012 - 13:06

A shortlist..

cverrier | Mon, 10/09/2012 - 13:31

Thanks cverrier

micro business advisor | Mon, 10/09/2012 - 14:06

PaperLess direct integration with Sage 50 Accounts

philrichards | Tue, 11/09/2012 - 18:23

virtual cabinet

thelma65 | Wed, 19/09/2012 - 15:32

Thanks Virtual Cabinet

micro business advisor | Wed, 19/09/2012 - 16:18