PRODUCTS - Financial Documents Repository

PD Partner’s Financial Documents Repository module (PDP Docs) is unique in our industry.  Imagine being able to save and recall all pertinent documents from within your accounting system.  Consider the amount of time saved by not having to run to the file room to answer such questions as:

What were the original terms of this client’s engagement?
When did we first sign the lease for this copier?
What did my client’s November invoice look like?
Can I see their November Statement?
How many dependents did an employee claim on their W4?
Can I please see Invoice Number 12345 from Vendor ABC’s file?

With PDP Documents these questions can be answered with a few clicks of the mouse.  These files are stored as read- only and cannot be altered or deleted.

Here is how it works

In any program that is integrated with PDP Docs, such as the employee program, a button to access Documents appears on the main tool bar.  Click this button to see if any documents exist for the currently selected employee.  To add a new document, simply click the add button, navigate to the document, provide a document type and description and click OK.

That’s it.  The document is now a permanent part of your accounting system, stored in a central file on your server and may be recalled for viewing by anyone with security access to do so. 

The possibilities are limitless and the labor savings are real.  PDP Docs adds to your firm’s bottom line and eases the burden of your accounting department.