Document Management Software for the Accounting Profession

KnowledgeTree™ is the leading commercial open source electronic document management software designed for teams and small to medium-sized organizations. With no vendor lock-in, KnowledgeTree provides a more flexible, cost-effective alternative to proprietary applications.

Sign-up for a hosted KnowledgeTreeLive trial or trial KnowledgeTree on your own premises

Why Accounting Practices need Document Management Software

• Compliance with regulatory frameworks requires more rigorous records management.
• Physical storage and retrieval of hard copy documents becomes increasingly problematic and risky as practices grow.
• Customers are demanding faster turnaround times.
• Practice managers are looking for additional revenue streams e.g. self-service
• Practices require improved security and traceable document audit trails.
• Storage, processing power and application costs are affordable
• Auditors require secure and remote access to client documents

Document Management Requirements for Accounting Practices

• Structured document taxonomies and metadata structures to ensure efficient data categorization and accessibility.
• Automation of document process through workflow.
• Security and audit trails for traceability
• Document retention periods to satisfy regulatory requirements and compliance
• A secure and scalable document repository
• Remote access to client information
• Ease of use to shorten the learning period
• Integration with Microsoft® Office® to ensure compliance with existing processes
• Flexible and customizable folder classifications
• Powerful search, storage and high-volume scanning capabilities
• Custom numbering to cater for a firm’s unique naming/numbering conventions
• Speed of implementation

View White Paper: How does document management software solve Accounting and Auditing document management challenges?