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Sage Document Management (powered by Invu)

A simple, easy-to-use, and yet extremely powerful way to store, retrieve and collate all the information that is key to any accountant's business

Looking for ways to improve productivity in your practice? Struggling to keep track of all client correspondence? Need a simple way to ensure staff have access to client information as and when they need it?

Sage Document Management (powered by Invu) enables you to tap into the huge knowledge base of information locked in your practice's files, saving you time, boosting productivity and raising responsiveness.

Typically, the software pays for itself in less than six months. On average, each fee earner saves three hours a week, providing you with a significant increase in potential chargeable time.

Sage Document Management (powered by Invu) is a feature-packed tool designed to give your accountancy practice the kind of functionality normally associated with heavyweight enterprise applications:

  • Keep on top of the document mountain: Provides simple scanning functionality available to all in the office, so all documents coming into the office can be easily tracked and available for use throughout the practice
  • A powerful data resource at your fingertips: Instantly access all documents relating to a particular client
  • Add value to your client relationships: No more wasted time for you or your clients - staff can respond to enquiries quickly and accurately with instant access to all previous client correspondence
  • Simple and flexible: Has a simple to use Microsoft® Outlook-style interface aiding familiarisation for users, and is also fully integrated with Microsoft Office and all your existing applications including your Sage products
  • Help when you need it most: All Sage Practice Suite software is supported by a dedicated telephone help desk so if you have any queries or need advice, our experts are ready, willing and able to assist.

Sage Document Management (powered by Invu) is exclusively sold, implemented and supported by LindenHouse software. Visit our Next Steps page to sign up to receive more information.

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