Storing all types of activities related to a client in one central place means you can find it when you need it. Not only that, it leads to more efficient collaboration on files. eXpd8 also allows firm rely less on paper and focus more on giving their clients a services they can be proud of.
eXpd8 provides an effective scanning solution which permits scanned documents to become part of the client file without being attached to emails, leading to much easier retrieval.
Creating your own reminder types helps with stay on top of key dates.
In addition, eXpd8's unique file checkout tool, allows the user to check out selected content including excel, word, pdf, mail items and phone messages from company files to their laptop, overcoming the need to bring large amounts of documents to the clients site.
All in all, a simpler solution!
Have a look at how our 'file checkout' application works by clicking the image below
For more information call +353 1 8704 999 or email firstname.lastname@example.org
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 document management system, We researched the product providers and implemented eXpd8-it was the only solution provider that was willing to develop an integration with our existing client and practice management software. 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."
Neal Morrison, McInerney Saunders,
Chartered Accountants & Registered Auditors