Our Services
How can we help you?
Document Management Setup
Our team offers companies a way to get up and running quickly with document management solutions. We can remotely log onto your system, install the software and get all your companies users set up. We then assist in setting up the file structure, create folder templates and naming options, and import existing files, etc. The service is custom-tailored to your needs. Contact us for more information and for a price quote.
Automated Document Routing
Are you looking to automate your file processing? We can help you auto-save document to pre-determined locations without lifting a finger. You can route documents based on basic document separators, or for the truly sophisticated, based on information located on the document itself. Use common phrases, zones, or barcodes to determine where to save a document and how to name it. Contact us for more information and for a pre-consultation call to discuss your needs.
SharePoint Setup
SharePoint empowers companies and teams to manage data, collaborate and manage projects. Share your files within your organization and provide them with the necessary tools to keep them efficient and effective. Your company files can be made accessible to your team whether they work at the office or from their homes. During COVID, these tools provided offices with a way to access important and needed files when they couldn’t be accessed at the office. Contact us to discuss how this tool can help you have ease of access to your files while maintaining the security that is needed.
Data Extraction
Document Management Systems aren’t new. They have existed for some time now and unfortunately, some of those systems fall by the wayside, have been marked for end of life, or are no longer the systems that you once used. We have specialized in exporting/extracting data from some of these document management systems. We primarily focus on document management software solutions within the accounting industry and a few more that are for general business use. If you are using a system that you are no longer happy with or has been marked for end of life, contact us to discuss what your options could be.
Monthly Software Maintenance
Do you find it difficult to maintain your document management software or storage? Would you like to keep your software updated with the latest and most trusted versions? We help maintain certain document management solutions and cloud storage solutions. Ask us about our services and how the monthly maintenance works.