Client information, at your fingertips
MYOB Document Manager allows you to manage all your documents and communications – including faxes, phone calls, notes and emails – in one searchable, secure location.
View information the easy way
Now there’s no need to keep a paper or spreadsheet-based mail registry. Document Manager gives you full visibility over all your information and documents. You can quickly see ‘at a glance’ who has created a document, what date it was sent out and who’s responsible for the follow-up.
Capture and store email
With more practices conducting their business via email, it can be hard to track and control the information you send and receive. Document Manager treats emails as an integral component of your interaction with clients. It saves client emails in the system, allowing you to search and review any correspondence, fast.
Remove workflow bottlenecks
Any document can be used to initiate or track a task. You can send document links and associated information to anyone in the practice to read, review and approve. Recipients can then forward the information or delegate a task.
Keep practice standards high
Build a knowledge library where you can store news, standards, policy and procedure in one searchable place. That way all your staff can stay up-to-date with all industry and practice issues. Want more control? Document Manager even allows you to send out an automated summary when new items are added to the knowledge base.
Remove the need for paper files
Document Manager makes working with scanned documents easy, helping you save on office space, storage and photocopying costs. It allows you to create secure, transportable PDF documents and client files – including tax returns, letter and other financials.