Easy to use online document management system purpose built for accountants.

This Docxone Android app assembled on a Microsoft SharePoint platform. It is a comprehensive document management system that simplifies the creation, management, storage, retrieval and sharing of records and information assets.

Office 365

Everything is stored within your allocated Microsoft Office 365 storage, which means data is accessible from anywhere, anytime.DocXone can also automatically store all assets on your server or hard-drive if it has sufficient space.

Migration

Simply set up your ideal file structure within DocXone, then drag and drop from your existing storage. We’ll show you how. The entire migration process takes less than 30 minutes.

Security & Backup

DocXone comes with Microsoft-level security because it’s part of your Microsoft 365 environment. In Microsoft’s words, that means: “a defense-in-depth approach to provide physical, logical, and data layers of security features and operational best practices”. It doesn’t get any better.

Docxone Advanced Search

DocXone’s advanced search feature makes it quick and easy to find the files you’re looking for. You can search for text content in the document, the client’s name, document type, and document date. Your people will love the time-efficiency of DocXone because they’ll have more time in every day to focus on client’s needs.