Tools Included with the Software: File Management: Import and move around files between clients with ease. Tag, description, date ranges, even attach an amount. Perfect for accountants, lawyers and personal computer users alike. Client Management: Create clients, keep detail information and dated notes, create groups, tag, attach and move around files, search and update. Optionally, work without any client. PDF Tools: Free tools to manage PDF files. Convert supported files into PDF, merge, page copy and split, password protect/unprotect PDF files. MS Office required to work with office files. Image to Text: Convert scanned images and PDF files into searchable text, manually or automatically, attended or unattended. Indexing of scanned contents to search and locate. Expense Management: Keep track of your incomings and outgoings. Upload receipts, attach amounts, dates and categories, display directly in the files and folders list, search, create downloadable reports. Tasks: Keep track of your simple tasks and reminders. Color coded urgency, attach files and clients, keep dated notes. Perfect for projects where you need to gather some documents. Easy Import & Search: Import files manually or automatically using custom tags, dates, description, automatic content indexing. Search through years of documents to find just the one you need.
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