Document Automation, Document Management Consulting Services
Our Professional Services Team is ready to help with configuration, migration, integration, training and business process improvement.
Document Management
We work closely with you to understand and identify your business goals that can be converted into an actionable plan.
Document Automation
The ideas and plans that we’ve jotted will then be brought to life. We help and guide you to take the first step and set things up.
Data Extraction
Setting up a business is not enough. We help you think ahead and encourage you to expand your business with a full-proof plan.
Trust Us
We Are Here to Help!
If you are looking for reliable consultants with whom you share your desires around managing documents and get the best business advice you’ve been looking for, we are here. With 17 years of experience in helping businesses get control of their documents, create more efficient teams, we’ve mastered the skills of studying the systems for you and helping you get started on the right foot..
Why Choose Us?
We are well-experienced business professionals with younger minds.
Passion & Commitment
Honesty & Openness
Dedicated Team
Practical Approach
Testimonials
I am not a fan of change.
I have used a few different document management systems before FileCenter. Every Transition was a nightmare. I wasn’t excited about moving from eFileCabinet to FileCenter but my IT person said it would be smooth. The Document Management Secrets Team did make it a smooth transition. There were no ooops or work arounds to get us up and running as they promised. My staff were very proficient using eFileCabinet and were not happy about having to learn a new system. Again, the Document Management Secrets team made FileCenter so easy to learn. Everything is intuitive and my staff wanted to know why we didn’t make the change sooner. Make the switch, you will not be sorry.
-Rob Matfess, CPA