AdvanceDocs

Overview

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 Quicken Elite practice management system, practice document or electronic file store.

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, 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 Inland Revenue and ATO assessments.