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AdvanceDocs
Features & Benefits
With AdvanceDocs you can:-
  • Create PDF documents from any software program
  • Create one combined PDF using output from many different programs and scanned images easily
  • Set up integration to auto-save into Notes & Links in Quicken Elite (recommended), Advance and Act! software.
  • Send by email or desktop fax to clients
  • Add watermarks such as ’Draft’ or ‘Confidential’ to documents
  • Secure documents against unauthorised changes, printing and copying
  • Stamps and ‘Sign Here’ stickers can be applied to all pages or selected pages
  • Import other stamps such as company logos or scanned signatures and apply to pages
  • Create table of contents (Bookmarks) in final PDF document
  • Add page numbers to collated documents
  • PDF to Word® conversion with EDIT capability
  • Scanner to PDF
  • Redaction (find and hide) enables you to find text and either remove it or block it out
Consider the steps you may go through to collate a client’s tax return with supporting information before sending to the client and filing.

WITHOUT ADVANCEDOCS

To Create
  1. Print out Tax Return
  2. Print out Cover Letter
  3. Print out Financials
  4. Print out any supporting documentation
  5. Collate (manual)
  6. Put in envelope, stamp and send (post)
  7. File in paper file
 WITH ADVANCEDOCS

To Create
  1. Print Tax Return and all supporting documentation to AdvanceDocs
  2. Select Order of Documents
  3. Click Process to automatically create a single, secure PDF file and email or fax to client and save against client’s Notes & Links in Quicken Elite in one easy step.
To Retrieve
  1. Go to filing cupboard
  2. Locate file
  3. Search through file until document is found
 To Retrieve
  1. From your desk
  2. Select client in Quicken Elite Central
  3. Select file from Notes & Links

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.