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Description
Acct1st is crafted by CPAs specifically for the needs of fellow CPAs, functioning as a comprehensive document management system suitable for accounting firms of any scale. Whether you are part of a large CPA firm with over 100 employees or a solo practitioner, Acct1st provides an ideal document solution tailored to your requirements! This enterprise-level software suite boasts an extensive array of modules and features essential for securely managing electronic documents and workflows from any location around the globe. Reach out to us today for additional details and to connect with one of our document specialists, who will assist you in identifying the best solution to achieve your firm's paperless aspirations. Experience enterprise-level document management for just $1 daily per user, which encompasses unlimited storage and access to all software modules. Securely share files using password-protected hyperlinks, send NetMail to multiple third-party recipients, and seamlessly integrate DocuSign™ for digital signatures and electronic forms. Elevate your firm's efficiency and productivity with Acct1st, the ultimate tool for modern accounting practices.
Description
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Docusign
Salesforce
Yodlee
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Acct1st Technology Group
Website
www.acct1st.com
Vendor Details
Company Name
FutureVault
Country
Canada
Website
www.futurevault.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
