Source Document Transformation Services
Achieving the Paperless Bookkeeping Process
The Key: Making Transaction Source Documents Available---Online
QuickBooks-Integrated, Portal-Based Document Management System (DMS)
All Document Users have Shared, Secure, Anywhere, Anytime Access
No More Constraints due to the Physical Location of Documents
No More Costly "Filing Cabinets" (i.e., Paper-Shuffling, Locating, Filing, Storing, Archiving)
Versatile Document Handling
We Receive, Scan & Deliver Your Documents to the Portal
Your Personnel may also Deliver Documents to the Portal (Scan, Email or Fax)
Custom Document Handling Processes to Match Your Requirements
Proven, Market-Leading Scanner & Portal Technologies
Transaction Source Document Processing
Original Source Document Receipt & Triage (at EPM's facilities)
Scanning & Indexing on Alliance's High-Capacity, Commercial Scanners
Optical Character Recognition (OCR) Applied to Scanned Documents
Deployment of Documents in PDF Format to the Cloud-Based Document Management System
Documents become Accessible to All Authorized Personnel
Enabling Full Document Life-Cycle Management
Certified Shredding & Disposal of Source Documents
Financial Management . . .
Overview
Features & Benefits
Core Bookkeeping & Accounting
Source Document
Transformation
Controllership &
CFO Services
Markets Served
E
nterprise
P
erformance
M
anagement
Measuring to Manage
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( Not a CPA Firm )
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Entrepreneurial, Growth-Oriented
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