Accountants and CFOs - How can Online Bookkeeping Help You
Secure and efficient record management, drill down to source documents, and save time and money with data capture and automation.
Accountant and financial consultants have to contend with inaccurate books, missing documents, and gross inefficiencies while dealing with most small business clients. The functionality that most accountants like best is the ability in DocSnaps to drill down from reports and actually view the source document on the computer screen. This makes it easy to verify the numbers or track down errors without having to call up the customer or bookkeeper. DocSnaps allows you to work with your clients and bookkeepers online without the hassle of fetching documents and folders from the client site.
Once you are comfortable with DocSnaps you can manage an entire accounting department online or work with remote bookkeepers to do your clients’ books. DocSnaps can be used along with other bookkeeping software like Quickbooks or Simply accounting and exports to Caseware.
Useful Features of DocSnaps for Accountants, CFOs, and Bookkeepers
- We offer an innovative solution for financial record keeping for businesses, and assisted bookkeeping transaction creation which can be whitelabeled
- Allow your customers to instantly capture receipts, bills, and other financial documents at source, securely store, and manage them, giving you immediate access.
- Auto-data entry using tags, and assisted bookkeeping speeds up bookkeeping and cuts costs due to machine automation. Vast improvements in accuracy and error detection.
- Full featured online bookkeeping and financial reporting suite for small business (<5; 500K), services companies, and sole proprietors. Larger companies can integrate with QB, Simply and other software (currently using import export – IIF files, CSV, etc. but seemless client/server is in development).
- Drill through to view source documents from all reports. Easily search all documents, log communication, and work online with your customers.
Benefits of DocSnaps online bookkeeping and record management
- Save time by using efficient data capture, and bookkeeping automation
- Save money by OCR (Optical Character Recognition) assisted data capture and transaction creation
- Offer online services to customers with innovative, fully customizable, whitellabeled product, with tightly integrated source documents.
- Safe record keeping, efficient management, and communication logging provide value add to customers.
- Easy auditing with drill down to electronic source document, eliminating confusion and time wastage looking for paper documents.
Sign up for an account. Contact us for white labeling DocSnaps – marketing@docsnaps.com. We offer volume discounts and customizations.
You can also visit the Marketplace to advertise your services or find clients.
