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CBP's Managed Paperless Office Solution
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Helps Create a Paperless Office by using a Virtual Shared-Access Filing Environment
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"The time and cost saving benefits of Virtual Paperless Office were staggering, and enabled us to carry through on a new business strategy."
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Have you ever: |
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- Placed a customer on hold while you hunt down their file?
- Spent more time looking for information than it takes to read?
- Worried confidential information could fall into the wrong hands?
- Become landlocked by stacks of paper?
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DOCUMENT MANAGEMENT |
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- Create an electronic filing cabinet
- Eliminate filing mistakes, lost and misplaced files
- Recapture floor space for growth
- Improve overall business processes
- Highly intuitive and user-friendly interface
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This unique process reduces overall workload and consolidates information into a multi-user workflow environment that is secure and highly efficient.
Unfortunately, the very documents used to transact business cut profit in one way or another.
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FORMAT INDEPENDENCE |
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- Work with documents in their native format and application
- Consolidate documents from multiple applications in a single folder
- Preview documents created in other applications
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WORKFLOW ACCELERATION |
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- Improve efficiency and access information instantly
- Route folders or documents for action
- Communicate and share files using standard applications and email programs
- Preserve and capture your business processes electronically
- Scale business with existing head count
- Instant access to remote files
- Improve records quality and accuracy
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"Virtual Paperless Office gives my small company the same kind of document management capabilities that large companies use." |
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UNITING DOCUMENT MANAGEMENT WITH ACCOUNTING |
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Virtual Paperless Office streamlines QuickBooks data entry and document filing into one consistent and efficient electronic process. Vendor bills, customer payments, and credit card expenses can be locally scanned or faxed from remote locations to a fax server
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Key Benefits |
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- Save time and increase productivity
- Reduce data entry and filing errors
- Find and file documents quickly
- Support your existing accounting and filing procedures
- Route documents with manual and rules-based workflow
Send and share documents to any other user within the organization.
- Automatically pre-fill new bills with data from historic bills
- Make both credit and bill entries, and support multiple accounts payable and allow charges against multiple accounts.
- Open a full range of file formats including PDF, Microsoft Word, Microsoft Excel, text documents, and scanned or faxed images
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Powerful hedge against being exposed to the liability of "prying eyes".
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SECURITY AND TRACKING |
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- Critical tool for achieving regulation compliance (HIPAA, SEC, etc.)
- Create audit trail reports
- Secure with 250 customizable security levels
- Security at the cabinet, folder, and document level
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"If I knew then what I know now, about all the ways it would help my business, I would have gladly paid more." |
