Docman Solutions - DMSPRO Accountant – Client Files

  

 

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Accountant Product Information
CLIENT FILES

DMSPRO™ consolidates all Client information into one place accessed via the CLIENT VIEW screen.
Locate Client contact details, addresses, telephone numbers and employee information all on one screen.
Outgoing correspondence is created and stored within the Client File, including emails. Incoming post is scanned into the Client File and incoming Emails are archived electronically from your inbox into the Client file. Each Client has a unique code reference under which all work is carried out and all information is stored.
Files are fully searchable using the extensive SEARCH feature including by subject, date, author and file format.
Create outgoing documents, store incoming emails, faxes, telephone messages and much more all within DMSPRO™.

 
Key Features
  • Client contact details available in one place.
  • All outgoing and incoming correspondence is stored under a unique Client code.
  • Find any piece of correspondence to and from Clients with ease.
  • See at a glance all Client Correspondence
Imagine . . . Instantly locating any piece of correspondence – no matter how long ago it was created, sent or received!
Click on the Image in the top left to enlarge.
 
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