Canada File Management Software


Joined
Nov 17, 2017
Messages
2
Reaction score
0
Country
Canada
Hi Community Members,

Are there file management utilities available that can be suitable for individual accountants or smaller practices? I understand that there are software suits available for this purpose, but quite expensive.

For example: what about attaching files to client profiles so that the clients and relevant files can be quickly and easily retrieved?

Thanks.
 
Ad

Advertisements

Steve-LevelUp

VIP Member
Joined
Jul 18, 2016
Messages
315
Reaction score
43
Country
Canada
I think any system would work, however it requires diligence in its use. Even something as simple as Dropbox could work, (or an expensive software). Both require that the users actually put the files in the correct place. So, don't necessarily think that software is the solution here, but rather a clear file storage plan.
 
Ad

Advertisements

Joined
Nov 17, 2017
Messages
2
Reaction score
0
Country
Canada
Hi Steve,

Thanks! I have started to research on building a solution targeting small firms. So, wanted to see what the professionals think about this. My thought is that the existing softwares are too expensive for small firms...

I would love to hear more about this...

Regards
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top