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Remote Support

We now use Teamviewer to provide you with remote support. A quick connect application is included in Fiscal Finance v6.11 and greater. If you need remote support then either download and install the latest version of Fiscal Finance or download the quick connect application here.
Home arrow News arrow Latest arrow Document Manager Coming Soon
Document Manager Coming Soon PDF Print E-mail

Whilst it is still a little way off being released,  we thought you might like to see how our new document manager is taking shape.

It does not have an official name yet, and there may very well be a competition to let you choose the name, but we can report that it  is presently in productive use within our office, and new features are being added all the time to make it  suitable for your office. It will not be long before your can add it to your productivity tools as well.

There is more about the product on this page, but at the present time you can -

  • Scan incoming documents
  • Mail out standard (and customized) letters
  • Manage documents associated to a client
  • Copy and Paste and append between documents
  • Time stamp document for audit purposes
  • Search the PDF file and client data bases
  • OCR layers for text search (coming soon)
  • Sort, move, and export pages in files
  • Over type pages with text, graphics, or stamps
  • much much more....

There is a lot more to the program, and more is being added including some addition productivity and practice marketing tools.

We have created some real live videos for you to have a small peak at what is going on.

If you want to make comment or give us some ideas or feedback, please use the contact form or email us direct at This email address is being protected from spam bots, you need Javascript enabled to view it

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