How a Document Management Software Can Save You Time as a Bookkeeper

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Bookkeeper

Do you have to wear many hats in your business? If you do, then the time-sucking act of filing and organizing your documents probably won’t be on the top of your list of favorite things to do. Fortunately, there are more than a few document management software programs that can help make this task easier.

Look for a program that is designed to work with accounting software like QuickBooks, so you don’t have to enter data twice. Programs like these will allow you to automatically keep track of all your information and manage tasks such as invoicing, billing, and letterhead printing. They’ll also save you time by providing a way for clients to upload or attach files which can be managed from one central location. It’s easy to see how document management software can save time for bookkeepers and accountants alike! Check out these top options before making a decision about which program is right for your business.

What is document management software? 

Document management software is a type of software that allows you to organize your documents in an easy and efficient way. You may be asking, “Why do I need this?” You might not think you need it at first, but if you’re a bookkeeper or accountant, filing and organizing your documents probably won’t be on the top of your list of favorite things to do. By using document management software, you’ll be able to file and organize all the information in one place. You’ll also have the ability to use programs that are designed to work with accounting software like QuickBooks, so you don’t have to enter data twice. Programs like these will allow you to automatically keep track of all your information and manage tasks such as invoicing, billing, and letterhead printing. They’ll also save you time by providing a way for clients to upload or attach files which can be managed from one central location.

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How can document management software save you time?

If you’re a bookkeeper or accountant, a reliable document management software such as LedgerDocs could be a huge time-sucking relief. A lot of these programs come with features that will make your life easier. For example, some programs allow for the automatic tracking of information and tasks such as invoicing, billing, and letterhead printing. Other features that help save time include allowing clients to upload or attach files which can be managed from one central location and providing a way to digitally scan physical documents.

Programs like these have many benefits for both bookkeepers and accountants. One of the most apparent benefits is being able to store all your information in one place. When you’re on the go, making copies of receipts and other important documents can be difficult. This can lead to duplicate data entry which takes up valuable time. These programs take care of that by allowing you to easily manage all your documents in one central location.

What should you look for in a document management software?

Different document management software programs offer varying levels of functionality. To determine which one is the best match for your needs, consider these questions:

– What type of files will you be storing?

– Do you need to share files with a team? 

– Is it important that your documents are secure? 

– Are there many different users who will access the program? 

– How frequently do you need to store or manage documents?

After considering these questions, examine each program’s features and pricing structure. Finally, compare any available reviews or feedback from other customers to find a good fit. In some cases, this may mean either choosing between multiple programs or deciding on a trial period for each. Once you’ve narrowed down your list, ask for demos before making a final decision.

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Top 5 Document Management Feature

*Easily upload, store and share documents 

*Integrated with accounting software like QuickBooks 

*Allow clients to upload or attach files which can be managed from one central location 

*Track what has been done and what is pending 

*No need to enter data twice

With a document management software, you can store everything and access it anywhere. This means you can work more efficiently and spend your time on the more important tasks that come with keeping your business afloat.

It’s not just bookkeepers who can benefit from a document management software. If you’re in a business that requires a lot of tracking, such as a construction company, or if you’re in the medical profession and need to keep records on all your patients, then a document management software may be the best solution for you.

 

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