Any Document | Any Department | Any Process
How many enterprise document management systems do you need? ONE
KwikTag is the enterprise document management system gold standard for professional services processes. You need instant access to critical documents - from client requests to paid invoices. Examples include client contracts, partner agreements, and statements of work, process workflows and all of the financial documents that need to follow them. And they should all be at your fingertips. Eliminate the stress and frustration associated with being late to deliver client projects and chasing paper. Accelerate delivery schedules, while adding efficiency to the back-office processes that support your client projects - with KwikTag.
A/P Automation in GP
Invoice Workflow Automation
Processing and paying vendor invoices is time-sensitive and often project deadline critical. Differentiate your business by being ahead of schedule with client project deliverables. The most streamlined processes take care of everything in the project delivery schedule, particularly invoice payments for goods and services that are needed to meet your clients' requirements.
KwikTag can automate your accounting processes so that your professional services consultants and finance managers have access to digital invoices and their workflow, so you're no longer chasing paper and hunting in file cabinets or mail rooms. Accounts payable automation makes invoices and other documents instantly available, with complete audit trail, in KwikTag. Learn more.
Professional Services Forms Management
Professional services forms can pile up and easily get lost. For printed forms, this is certainly the case, yet even digital forms can be hard to find because they are stored in disparate environments, on remote workstations, desktops and different shared drives. Client-focused services forms need to be easy to find, share, track and manage once they are completed, so they are instantly available for internal retrieval or audit purposes.
KwikTag can manage any form, in any department across the organization. You can use your own templates, no additional software required. Simply send the form for products, services or other client project materials directly from KwikTag to the consultant that needs to complete it. Once complete, it can be emailed back to KwikTag for secure storage and access. If it needs approval, KwikTag can manage the workflow. Learn more
Professional Services Consultant Expense Management
When you have professional consultants, whether full-time employees or independent contractors that submit expenses, it is difficult to keep up with the paper trail of receipts, expense reports and mileage tracking. Yet, your organization and reputation depends on these professionals to deliver your products and services on time. So, it is essential that you pay them quickly with expense reimbursements.
KwikTag makes expense submission and expense report creation easy. Simply take a picture of the receipt with a smartphone and email it. Expense reports are created automatically and routed for approval. The accounting team's credit card reconciliation is a snap, too. Learn more.