As word processing has replaced typewriters...
     ...electronic document management is replacing filing cabinets.

The reasons for this are the same: time efficiency and thus real labor costs savings. Our company discovered this to be true for ourselves and so should your company as well.

Since our company began using electronic document management over a year ago, our employees have been working faster...and are much happier with less contact with paper. It's a "win-win" situation for both the company and our employees. It can easily be the same for your company and its employees as well, and we invite you to use our expertise to help your company share our experience.

Our electronic document management system is directly integrated with QuickBooks and is very easy to use. No more stacks of invoices, receipts, bills and any other paperwork cluttering desks or trips to the filing cabinets. We never look for - or loose - a single piece of paperwork - it's available electronically right on our computer screens. Just imagine clicking on any customer, vendor or job transaction in QuickBooks and viewing the associated paperwork from within the QuickBooks screen in seconds as we do - or as you should be doing. If necessary, you can print a stored document on demand. Think of the total time savings for your company not wasting time filing and re-filing paper or searching for paper files or folders.

The process is simple: Use any desktop scanner to scan new paperwork and select those items that need to be linked directly to QuickBooks, or, just electronically stored away such as important sales, project or administrative paperwork. Because of our standardized file naming technology used when a document is  stored, anyone can easily locate and access any document no matter who initially stored it, if given the privileges to do so. Set-up time to use electronic document management is just a few hours with our help.

Our electronic document system is nimble - it not only works with QuickBooks, it works with all software that you use: Word, Excel, Outlook/email, graphics programs and industry/service specific programs as well. All areas of your company can use electronic document management for reducing their paperwork. For example, each electronic customer folder can hold all the emails anyone sent or received to the customer, Word and Excel documents no matter who created them, charts/drawings, faxes and so forth all consolidated in one place for each customer. Documents can be made public for shared viewing or private just for sharing with a select few.

As an option, you can electronically send paperwork for review, approval (you can even electronically stamp the document with an approval stamp) throughout the company in a coordinated fashion - simple workflow management right from your PC. And, you can see who has the paperwork and trigger automatic email reminders when timely action has not been taken.

Our electronic document management specialists can demonstrate all these benefits to you via an Internet demonstration - call 800-216-0763 or email gopaperless@qbalance.com.

In summary, these are just some of the business reasons for using our electronic document management system that will save your company time and money:
 

• While in QuickBooks, quickly locate - and view - any type of document or office record linked to a transaction - in seconds. It takes just a little longer to attach new scanned documents (checks, invoices, diagrams, notes, etc.) or electronic documents (email, Word documents, Excel spreadsheets, etc). to new or existing transactions. You or anyone else (with the right privileges) can also review these documents without even opening QuickBooks.
• Optionally, any or all general company documents or office records can be maintained just like they are now in filing cabinets - but electronically accessible - in seconds, by anyone with the right privileges. By using standardized document naming templates and filing structure, anyone can find someone else's (past or present employee's) documents easily.
• No more mind boggling frenzy from lost, misplaced or mishandled paperwork - a permanent copy of all documents that are readily available for viewing, emailing, faxing or re-printing from any computer - at work, at a customer's site or at home.
• Eliminating stacks of space consuming paperwork clutter – all documents are stored electronically and organized for quick retrievable by computer access - anywhere.
• Say no to repetitive time-killing paperwork retrieve and filing – share the same paperwork simultaneously among different people at their convenience via their own computers (but only with approved access credentials that you govern).
• Experience the convenience of remote access to paperwork from outside the office - where Internet access is available at a field location, a customer site, at home or even in a vehicle with cell phone based Internet access with a notebook computer.
• Save valuable office and storage space – substantially reduce the need for most filing cabinets, or in some cases, eliminate the need for filing cabinets on, or off, site with readily accessible copies of their paperwork stored in the electronic document management system.
• Effortlessly track paperwork flow and approval – know exactly who has the document, whether they have approved it, and upon its approval have it automatically presented to the next person in line for review or simply filed away.
• Cheap insurance against disaster - have duplicate, backup storage of all electronic documents off site to recover from natural disasters (hurricanes, tornadoes, floods, etc.) or building damage (fire, thief, water, etc.) affecting your business.
• Works with all your software - including QuickBooks (all versions from 2005), Word, Excel, Outlook, e-mail clients, drawing or charting software, and thousands more.

No matter what type of business you have, electronic document management is for you. It has made such a significant difference in our business that we want to help you get started with it at your business.

See for yourself - call our document management specialists toll free at 800-216-0763 or email gopaperless@qbalance.com for more information - and a quick demonstration via the Internet - today!