Accounts Evolve Overview

Documatics provides the next evolutionary step for your office with our business management solution Accounts Evolve™. Designed in conjunction with qualified Accountants, our solution provides a complete Client, Document, Scanning and Workflow management solution. Applauded for its ease of use and contemporary styling, our innovative software allows you and your office to grow into a streamlined working environment.

Accounts Evolve™ has been created to meet the needs of your company and is ready to start working for you from day one. Accounts Evolve™ is a comprehensive management tool for Accounting Practices, allowing you to track documents, scan images, create reports and view correspondence from any location. Our Professional Services team are at hand to tailor Accounts Evolve™ to meet your exact requirements and adapt it to fit your specific business process needs.

Accounts Evolve™ contains all the tools and features you would expect to find in a high quality Document Management solution. However, it is the synergy of cutting edge technology and your domain experience that makes Accounts Evolve™ a powerful tool with which to manage your business.

Benefits of Accounts Evolve

Paperless Office
Easily Manage Clients and Contacts
Improve Quality of Service to Clients
Boost Productivity and Reduce Staff Turnover
Unify Procedures and Processes within the Practice
Lower Your Dependency on the Original Document
Secure Your Critical Business Information

Overview of Accounts Evolve Features

Complete Scanning & Search Facility
View All Clients, Documents & Images with a Single Click
Access Your Documents Anytime, Anywhere in the World
Auto-generate Documentation
Automatic Time Recording
Integration with Account & Digital Packages
Shared Office Calendar/Diaries to view all calls & appointments

Click here to see full list of features;

Why Accounts Evolve?
Accounts Evolve™ delivers a powerful set of features through an easy-to-use interface. Every mail, document & scanned image is securely stored and organised for simple, fast retrieval. This gives you more control over your business, ensures your office is more productive and relaxed and your clients more satisfied with your service.

It’s Your Complete File on Screen
Document management is one of the most vital activities in any office. Accounts Evolve™ saves you time by storing all documents, scanned, imported and generated, in their appropriate file for easy retrieval. Remember, a file that is not taken out of the filing cabinet cannot be misplaced!

Information at Your Fingertips
Consolidate all contact and client details in one easy-to-find location. Designed for ease of use, our sophisticated search feature ensures that you know where that information is when you need it.

Get the Complete Picture
Access your entire client history with just one click of a button. Here is everything you need to know about your client without needing the physical file in front of you. Several staff members can now work on one client at the same time.

Be Organised
Having the ability to access and view all staff calendars in real time is an essential element in gaining absolute control over your business. The Accounts Evolve™ calendar can be customised to each user’s preferred view.

Release Yourself from the Office
Now you can maximise time spent out of the office. Our remote access feature allows you access your office directly 24/7, wherever you are. Whether at home or meeting with clients, immediate access to your files means a better service for your client. You can increase productivity and you will never miss a call again coupled with complete access to all documents and post wherever you are.

"Documatics is the best value software that our practice has invested in to date. It has generated significant cost and space savings while resulting in much improved practice productivity and client service"

Ciaran Baxter, Managing Partner, Baxter & Associates.