tortoise it
DMS / Archive
Client documents, neatly and securely
Every invoice, statement and contract scanned, archived and searchable in seconds — separated by customer.
Each client's documentation is stored in its own, separate space — with access control over who can see and change what. Searching by account number, date or client takes a few seconds instead of searching through folders.
The history of changes and accesses is recorded, so you always know who opened a particular document and when.
01
Separately by client
Each client in their own, isolated space.
02
Search in seconds
By account number, date or client name.
03
Access control
Visible only to those who really need it.
04
Access history
Who opened or modified the document and when.
