Digitally store and archive critical financial records
DynaFile™ is the ideal document management solution for accounting and bookkeeping businesses and can transform your website into an online portal system for your clients to access and view their financial and tax documents.
DynaFile™ is a cloud-based software as a service (SAAS) that uses the internet, technology and robust networking to facilitate the transfer information in real time and on-demand. It gives businesses the flexibility and infrastructure to go from paper filing cabinets to an electronic file system without having to build the framework from scratch.
Accounting and bookkeeping document management lets you:
Automate file archiving with Barcode Scanning
Unlimited Storage Space to accommodate your clients’ needs
Grant limited or full access to tax files to allow clients to manage or view their past returns
One-click retrieval gets you ready for tax preparation and audits
Try DynaFile™ free today and see how easy it is to archive your accounting and bookkeeping documents.