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eXpd8 File Management

eXpd8’s file management software covers all the functionality required by an accountancy firm. From file management, document management to time and billing, we’ve got it all. eXpd8 allows you to keep all of your key information in one place.

eXpd8’s simple and familiar design make it the most intuitive and user-friendly option when it comes to file management software. That’s why we have over 500 clients using our software today.

First time file management users can make a time saving of up to 60%

Features

File Management

File management is simple and easy with eXpd8. From the initial contact with the client to closing, archiving or deleting the file, our software enables you to have all your file and client details in one place.

Regulatory Compliance

eXpd8 is compliant with Law society regulations. Our team are also committed to developing a GDPR compliant version of eXpd8 by the May 2018 deadline.

Search Functionality

Search by File Name or Account Code directly from eXpd8’s homepage. By typing in the first couple of letters into the search bar, the system will auto-select all files containing or beginning with those letters.

Scanning

The eXpd8 Scan Watcher allows you to allocate scanned items to their relevant files. Allowing you to view your post even when out of the office.

Alarms & Alerts

Create alarms and alerts on a file to ensure that you never miss a key date or a deadline.

Address Book

One centralised address book used by everyone in the office, ensures that everyone in the office has the latest contact details for all clients.

Reporting

eXpd8 has a comprehensive reporting function that provides you with options to create report on File Creation Date, Files by Owners , Categories or File Status.

Templates

One central area accessed by all users ensures only the latest version of standard templates are used.

Time & Billing

Everything you do within eXpd8 has an associated time and therefore a cost. Record your time against each activity and ensure that you never miss a billable second.

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eXpd8 Mobile App

The eXpd8 mobile app gives you access to all your firm’s information from wherever you take your mobile device.

At the push of a button, you can view your files, contacts, scanned documents, phone messages, and alarms while on the go, allowing you to connect to your office no matter where you are.

Save Time
Increase Productivity
Lower Costs

Cloud vs Dedicated Server

Depending on your firms set up and needs eXpd8 can allow you to keep your data on your own personal server or move to the eXpd8 cloud where your data is stored in Microsoft Certified data centres providing you with enterprise-level security. Our team of technical specialist can help you determine the most suitable option for you and your firm.

Request a demo now

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Please complete the form below and one of our representatives will be in touch with you shortly.

By requesting a demo, you agree to our Terms of Service and Privacy Policy.

What our customers say

Neal Morrison, McInerney Saunders, Chartered Accountants & Auditors

“At McInerney Saunders we are working hard to reduce costs to our clients- to achieve this, we have had to adapt and drive efficiencies within our firm. We identified the need to implement a file management system, We researched the product providers and implemented eXpd8. With over 30 staff, knowledge and information is communicated faster, easier and in real time. All team member can now access a client file and see all communications, emails, records of phone calls, inbound and outbound post-whether in the office or offsite.”