MYOB Document Manager is built especially for accounting firms to move to a less paper practice. It captures all client communications, including email and scanned documents, into one organised, searchable and secure space. Beyond this, Document Manager uniquely
delivers the on-line review and approval of documents without having to leave your desktop.
- The ability to store, retrieve & collaborate on all documents and communications including letters, faxes, phone calls, file notes, scanned files and emails
- Create documents using practice templates, with the client information pulled through into the document automatically from the client database
- Allows firms to build a library of information that everyone can use, such as industry bulletins and updates; HR policies; working practices; news; industry knowledge, and more
- Provides a structure for managing tasks across the whole practice. Any document created within MYOB Document Manager can initiate, or be used to track, a task.
MYOB Document Manager has not been reviewed by any customers.
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