Ferret Document Management

Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.

Sentry File allows you to integrate paper documents and electronic documents into an online filing system. It has all the tools that today's digital office demands, in a single, web-based package. Quickly create a complete digital library of all your important business documents. Easily integrate your paper documents by using any Twain, Scan-To-Email, Scan-To-FTP or Scan-To-Folder compatible scanning devices. Upload electronic files such as Microsoft Office, Audio, Video and virtually any other file format. Sentry File simplifies management with an ultra-intuitive graphical user interface. ​ Professional and Small Business Editions excel at meeting the needs of small and midsize businesses that want to protect valuable paper-based documentation at an affordable price. The highly scalable Sentry File Corporate and Enterprise Editions are ideal for large organizations that want a simple and effective way to distribute documentation across the office, or across the world.