Docman Solutions - DMSPRO Accountants – Workflow Management

  

 

| | | |  
FIXED PRICE

£20 per user per month.
This includes full online support and all updates.
Contact us now for further information.

FREE TRIAL

Try DMSPRO™ for 60 days and see how you could benefit from this Document Management Solution.

SPECIAL OFFER

Buy DMSPRO™ today and receive FREE remote training and installation.
Contact us now to benefit from this special offer.

 
Accountant Product Information
WORKFLOW MANAGEMENT

DMSPRO™ makes it easier to manage your daily workflow, by allowing you to prioritise and monitor your activities using TASKS and REMINDERS.

TASKS are jobs relating to a Client which are assigned to system users. Task lists can be monitored to ensure workloads are divided evenly. Managers can view Tasks lists by Client, by team member or by workgroup. This allows you to see at a glance the progress being made on tasks.

Completed Tasks can be filed within DMSPRO™ into the relevant Client correspondence file, making it easier to track the flow of information and work being done for any particular Client.

REMINDERS can be set for any document stored within DMSPRO™, ensuring that jobs are not forgotten or information misplaced.

Key Features
  • View at a glance all team members workloads
  • Prioritise jobs that need doing
  • Reminders prompt action for documents within DMSPRO™
  • Manage workflow effectively
Imagine . . . having all your work prioritised and never forgetting a job that needs doing!
Click on the Image in the top left to enlarge.
 
Quick Links

Product Information

Articles and Information

News

Case Studies

Free Trial Download

DMSPRO™ Product Range

DMSPRO™ Accountant

DMSPRO™ Business

Product Features
Client Files

Telephone Messaging

Email Integration

Direct Marketing

Contact Database

Scanned Documents

Workflow Management

Microsoft Office

©2019 Docman Solutions - Disclaimer - Site Map