Products

eXpd8 Product features

Feature-rich solution

eXpd8 has a number of features which will give you the necessary tools to manage your clients while assisting you in having a productive working day.

To give you a quick view of some of its key features:-

Clients and Contacts Assists you in managing your clients, files and contacts digitally. Watch video!	Phone messages All phone messages are captured, and can be linked to the relevant files, creating a searchable phone log for the office. Watch video!
Alarms All deadline and actions dates are recorded on the file, and assigned to the relevant Responsible Partners. More collaboration on files with an overview of other users activity and inactivity!	Office integration All types of activity, emails, diary, word, excel, fax can be added to files and recorded. Makes it easier to identify items by types. Watch video!
Templates & Contracts All template and precedent documents ie letters of engagement, can be automatically generated including all file, client and additional information and data. Minimise copy and paste or possibility of mistyping. Watch Video!	Reports Daily time sheets, file costing, actions dates, file activity more importantly file inactivity and many more reports can be run within the system.
Scanning and indexing Scan post and documents to any case or cases. Watch video!	File Checkout Allows accountants to check out their files when going on a client’s site that may not have Wi-Fi, when job complete you can check in all the updated files.

For more information call +353 1 8704 999 or email sales@expd8.com

At McInerney Saunders we are working hard to reduce costs to our clients- to achieve this, we have had to adapt and drive efficiencies within our firm. We identified the need to implement a document management system, We researched the product providers and implemented eXpd8-it was the only solution provider that was willing to develop an integration with our existing client and practice management software. With over 30 staff, knowledge and information is communicated faster, easier and in real time. All team member can now access a client file and see all communications, emails, records of phone calls, inbound and outbound post-whether in the office or offsite."
Neal Morrison, McInerney Saunders,
Chartered Accountants & Registered Auditors
Dublin
www.mcinerneysaunders.ie

Tel: +353 1 870 4999

Tel: +61 3 8612 3309

Tel: +61 3 8612 3309

Tel: +353 1 870 4999

Tel: +353 1 870 4999

Tel: +1 905 876 1791

Products

eXpd8 Product features

Feature-rich solution