Streamline Your Accounting Operations

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Invoices, checks, accounts payable, accounts receivable, budgets and other critical accounting files are securely managed and efficiently routed using our document management software. Take a look at the table below to understand how we can streamline your accounting operations.

Problems Benefits

Bookkeeping-related paper filing and retrieval are time consuming

  • Invoices
  • Receipts
  • Checks
  • Expenses

Improved control and efficiency

  • Efficient scanning and indexing with document templates
  • Eliminate document retrieval time
  • Add new clients without increasing physical storage space
  • Integration with QuickBooks

Costs related to physical file storage space are growing

  • Off-site storage expense and inconvenience
  • Recurring monthly expense related to on-site storage
  • Opportunity cost - could use fiile room for office space

Eliminate physical file storage space

  • Immediate retrieval of information
  • Reduce ongoing dependency of offsite storage
  • Convert file room to supporting office space

Inefficient and time consuing audits

  • Paper files are cumbersome to work with while preparing for an audit
  • Document retention requirements add to complexity
  • Lost or missing documents are very costly

Improved audit services

  • Rapid distribution of documents to the client
  • No need to carry, copy or fax documents
  • Lock down files to meet requirements
  • Meet other industry specific compliance requirements

Manual filing leads to accessibility issues

  • Inconsistent naming conventions
  • Documents pulled from file system are not accessible by staff
  • Documents not accessible from remote locations

Improve operations

  • Create an electronic culture in your business
  • Grow without significant staff and overhead additions
  • Access documents remotely
  • Instant access to customer documents greatly improves customer service

Procedures to complete a tax return are complicated by

  • Having to manually use paper documents
  • Track folders
  • Retrieve information
  • File all related paper-work

Improved tax return service

  • Allows rapid access of documents to improve customer service
  • Allows for multi-access of documents
  • Dedicate more time to develop client relations

AP approval process is slowed down by paper

  • Invoices require approval prior to payment
  • Tracking approvals is inefficient with paper

Streamlined approval and tracking processes

  • Approval process can be manual or based on your business rules
  • Track and manage all documents "in-process"
  • Monitor and manage process efficiencies

High cost of shipping documents from customer or branch office locations to central office for processing

Reduce document shipping costs

  • Remote sites can scan and file
  • Remote sites can send a document into your workflow for processing

Contact us to help streamline your accounting operations!

TESTIMONIALS

  • "It has been amazing to watch the veterans that I have placed at eBizDocs. One veteran in particular struggled for many months to find meaningful employment. Now at eBizDocs, he is excited about the job, sees a future ahead of him, and has found an apartment of his own."

    -Jason Goman, Albany Housing Coalition
  • "I was very happy with the prompt service I received from your company. Chris even did a follow up call to ensure we received the parts ordered. I give you guys an A+!"

    -J.T., NYS
  • "We can find the information we need in seconds. It takes away the dreaded question: Will I find that file?"

    -Tracy Braun, Hoffmans Car Wash
  • "This year’s recipients of the Chamber’s annual Van Rensselaer Awards exemplify the meaning of commitment to our region’s quality of life and demonstrate their continuous support in extraordinary ways that benefit all of Tech Valley."

    -Jo Ann LeSage Nelson, Chair of the Rensselaer County Chamber Board of Directors

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