AdvanceDocs - PDF Creator Simply print or scan to AdvanceDocs from any software application to create fast, accurate, permanent and secure documents in the Adobe® PDF format, then store PDF’s directly into the Reckon Elite document management system. Reduce the risk associated with sending unprotected documents to your clients. With AdvanceDocs, you can combine documents from multiple sources into one document, re-ordering whole documents or individual pages, and hide pages not required for distribution. Documents can be grouped, organised and encrypted, then simultaneously emailed or faxed to a client and saved as a permanent record. It’s as simple as clicking on the Print button to convert any document to PDF, including; cover letters, Tax Returns, Financial accounts, Depreciation Schedules scanned client letters; scanned source documents; scanned ATO assessments. Consider the steps you may go through to collate a client’s tax return with supporting information before sending to the client and filing:
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With AdvanceDocs |
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To Create: - Print out Tax Return
- Print out Cover Letter
- Print out Financials
- Print out any supporting documentation
- Collate (manual)
- Put in envelope, stamp and send (post)
- File in paper file
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To Create: - Print Tax Return and all supporting documentation to AdvanceDocs
- Select Order of Documents
- Click Process to automatically create a single, secure PDF file and email or fax to client and save against client’s Notes & Links in Reckon Elite in one easy step.
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To Retrieve: - Go to filing cupboard
- Locate file
- Search through file until document is found
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To Retrieve: - From your desk
- Select client in Reckon Elite Central
- Select file from Notes & Links
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AdvanceDocs reduces the number of steps and the time taken to perform each step as well as eliminating the paper trail by providing a capture and sorting mechanism which works like a manual "in-tray". This eliminates unnecessary printing (thereby reducing paper) and manual handling of documents. In addition, AdvanceDocs promotes better client service through faster delivery and response.
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