CPADocument Manager is an electronic file and information storage system. An essential tool for catastrophe management planning, data stored in CPADocument Manager can be archived directly from CPASoftware products, 3rd party software products, or scanned-in and other outside documents.

Features of CPADocument Manager include:

• Archive directly from CPASoftware products including:
  • CPAPractice Manager
  • CPAClient Write-Up
  • CPAPayroll
  • CPAAccounts Payable
  • CPADepreciation
  • 1040 Tax
  • Business Tax (1120, 1120S & 1065)
  • 1041 Tax
• Archive directly from 3rd party software such as:
  • Microsoft Word
  • Microsoft Excel
  • accounting software
  • tax software
• Attach scanned-in documents such as bank statements & credit card statements
• The client list in CPADocument Manager can originate from:
  • The client or firm employee list from CPAPractice Manager
  • The client or firm employee list from Visual Accounting & Tax Suite
  • Any user-defined source including 3rd party software

Main File Cabinet
Fast, flexible and easy-to-use, CPADocument Managers offers a desktop solution to managing and storing all your client and firm-related documents. As an electronic file cabinet, you can organize and store archived information for any list of clients, vendors, employees and more.