Finance and Accounting

How does it work in real life?

When it comes to your accounting and finance needs, you need to be fully in control, minimize and if possible eliminate risk, but at the same time be proactive and maintain forward momentum. This is an area OrganizedDocs really has its strengths.

As you use OrganizedDocs, the system optimizes your accounting and finance document management and processes by routing your documents through consistent and defined processes that allow you and your team leaders to:

• Monitor document activity with audit trails and electronic signatures to ensure compliance.

• Lock documents and prevent further changes once terms are agreed upon

• View ongoing feeds of the actions and discussions around each document

• Receive notification on your dashboard and by email that action is required, or “subscribe” to folders for notification whenever changes have been made.

• Respond with calls to actions that are immediately seen and actioned by your management and team members.

• Accurately file the full document version history that you create and log the audit trail if requested by authorities or regulators.

• Implement electronic signatures that record the reason for every change made to the document to ensure compliance.

Finally, with OrganizedDocs, you can also completely eliminate the need for paper-based signatures by using the likes of eFax and EchoSign.