DocSnaps - Intelligent Document Management and Accounting Application
Accounting and bookkeeping solution for SMEs, accountants and bookkeepers. [Watch Video]
What is DocSnaps?
DocSnaps is an online application for small to medium sized companies. It is the quickest and most efficient way for you to perform virtual bookkeeping and accounting functions accurately and cost effectively. It enables you to capture all your documents - eFax, forward email, scan and upload or Snap with mobile phone camera and send - automatically index, create transactions, and search all your documents and map them directly to your accounting transactions. Several reports are included and it integrates with popular accounting packages such as Quickbooks, Simply Accounting, Freshbooks, and others.
Since DocSnaps incorporates the entire process of bookkeeping starting with the source documents and culminating in updated reports, it is easy to use and makes bookkeeping, auditing, and understanding your financials very intuitive. Several efficiencies and checks have been incorporated into the software to not only help you save time with your bookkeeping, but also to ensure that your books are accurate. DocSnaps is a multi-user software, meaning different employees and contractors from inside and outside your organization, with different access rights can work and communicate with each other. Logs and communication is maintained within the system which allows you to work with customers and perform office administration.
DocSnaps is a revolutionary application that changes the way bookkeeping services will be delivered in the future. It automates routine tasks and provides new tools for marketing, communication, and services delivery to companies, bookkeepers, and financial services providers.
How does it work?
It is online software just like Google or Yahoo mail. The first step is to setup your account with your own business rules, company logo and basic information. Secure logins are provided to people accessing the system.
Once it is setup, you can gather all your business documents (called source documents), scan them, name them appropriately, and upload them to the secure document repository in DocSnaps. This automatically categorizes them and provides transaction assistance for you based on your usage patterns. So when you login you will find that half your bookkeeping has already been done - especially the tedious data entry part! There are several reports that are updated automatically.
What are the features of DocSnaps?
DocSnaps has the following features and benefits:
- Easy to setup and import existing data - from Quickbooks, Simply Accounting, Freshbooks, NetSuites and others
- Secure online access for designated users - You can setup users with different permissions. This allows you to work with an online bookkeeper using their services remotely, and for short tasks which would be cost-prohibitive for you before.
- Document upload and storage - Documents can be uploaded by several methods - eFax, forward email, scan and upload or Snap with mobile phone camera and send. We regularly backup your documents which is your insurance against loss or damage. Documents are stored on our secure servers. You can download all your documents to your desktop at any time
- Document indexing - The biggest challenge when storing documents online is categorizing them effectively so that they can be recovered with ease. DocSnaps makes it easy to index them by entering search words automatically during document upload
- Document search and download - The advanced search feature, although easy to use, allows you to accurately extract information and documents that are several years old.
- Auto transaction entry - Using an ingenious method DocSnaps is able to assist you in creating transactions, eleminating the 80% of routine bookkeeping entries that represent the bulk of your effort.
- Auto error discovery - Intelligent error detection. If errors are made in data entry, then the application generates a warning.
- Online reports - Several online reports are available instantaneously for viewing or download.
Why should I use DocSnaps?
If you are a SME (Small to medium sized enterprise) then DocSnaps will help you to save at least 50% of the money you spend on bookkeeping. It offers you security to ensure that your valuable business documents are backed up regularly and are insured against loss and damage. Most of all it offers you the ease of doing your bookkeeping and working with your bookkeeper, accountant, or financial services provider. Document look-ups and getting your business documents to your bookkeeper or accountant becomes an efficient process.
If you are a bookkeeper then you have the opportunity to grow your revenue potential by 400%. How can you make 4 times what you are making currently? Firstly by introducing DocSnaps to your clients and helping them automate document scanning and upload, you eleminate the periodic trips to the clients' offices. Secondly DocSnaps has in-built intelligence to help you in creating transactions and automates several tasks. Thus instead of painstakingly entering the same transactions again and again, your work becomes that of checking the transactions to ensure that the right rules have been applied. This reduced work load allows you to take on new customers and thereby increase your earnings. You can also charge more since the 80% of the work which comprises only 20% of the value for the customer (viz. data entry) is now done by software, leaving you to offer advice and high value services.
For an accountant DocSnaps will make your work easy. You do not have to handle those heavy document folders and cross-check entries in them to ensure accuracy, because all your documents are online. Not only that, but you have ready reports and by clicking on the numbers you can drill-down to the source documents that generated those numbers. Therefore you can also quickly find errors and audit the account. DocSnaps ensures that entries are accurate, because routine transactions are automated using company business rules and human error is eleminated. Finally since all communication and comments are logged within DocSnaps you do not have to call the client for clarifications.
For more information about pricing, a visual tour of the product, and testimonials visit www.docsnaps.com.
Feel free to try out the service for yourself. Give us a call for a demo project- call 613-265-7472. Or email us at marketing@suitesonline.com.