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AdvanceDocs PDF CreatorClick image to zoom in
Simply print or scan to AdvanceDocs from any software application to create fast, accurate, permanent and secure documents in the Adobe® PDF format, then store PDF’s directly into the Advance practice management system or practice document or electronic file store. With AdvanceDocs you can:-

  • Create PDF documents from any software program
  • Collate multiple documents into a single PDF
  • Auto-save into Notes & Links in Advance
  • Send by email or desktop fax to clients
  • Add watermarks such as ’Draft’ or ’Confidential’ to documents
  • Secure documents against unauthorised changes, printing and copying
  • Stamps and ‘Sign Here’ stickers can be applied to all pages or selected pages
  • Import other stamps such as company logos or scanned signatures and apply to pages
  • Create table of contents (Bookmarks) in final PDF document
  • Add page numbers to collated documents
  • PDF to Word® conversion
  • Scanner to PDF
  • Create one combined PDF using output from many different programs and scanned images easily
  • Redaction (find and hide) enables you to find text and either remove it or block it out
  • Edit PDF’s in Word

AdvanceDocs can help ‘reduce the use of paper’ and benefit your practice by:

  • Saving substantial collation, filing and document retrieval time using electronic PDF documents;
  • Lower costs on paper, toner and postage by directly emailing documents to clients and using PDF file copies.

Click image to zoom inReduce the risk associated with sending unprotected documents to your clients. With AdvanceDocs, you can combine documents from multiple sources into one document, re-ordering whole documents or individual pages, and hide pages not required for distribution.

Documents can be grouped, organised, then simultaneously emailed or faxed to a client and saved as a permanent record.

It’s as simple as clicking on the Print button to convert any document to PDF, including cover letters; Tax Returns; financial accounts; Depreciation Schedules; scan client letters; scan source documents; scan Inland Revenue and ATO assessments.

Consider the steps you may go through to collate a client’s tax return with supporting information before sending to the client and filing.

WITHOUT ADVANCEDOCS
To Create
1. Print out Tax Return
2. Print out Cover Letter
3. Print out Financials
4. Print out any supporting documentation
5. Collate (manual)
6. Put in envelope, stamp and send (post)
7. File in paper file
To Retrieve
1. Go to filing cupboard
2. Locate file
3. Search through file until document is found
WITH ADVANCEDOCS
To Create
1. Print Tax Return and all supporting documentation to AdvanceDocs
2. Select Order of Documents
3. Click on Process to automatically create a single, secure PDF file and EMAIL or FAX to client AND save against client’s Notes & Links in Advance in one easy step.
To Retrieve
1. From your desk
2. Select client in Advance PM
3. Select file from Notes & Links

AdvanceDocs reduces the number of steps and the time taken to perform each step as well as eliminating the paper trail by providing a capture and sorting mechanism which works like a manual “in-tray”. This eliminates unnecessary printing (thereby reducing paper) and manual handling of documents. In addition, AdvanceDocs promotes better client service through faster delivery and response.

Seamless Integration to Advance Notes & Links
Click image to zoom inAdvanceDocs seamlessly integrates to your Advance Practice Management System to give you a simple and secure electronic filing solution. Your users no longer have to remember which drive or folder belongs to the client they are working on with easy find capabilities direct from Advance.

Always Available
To ensure that your important client documents are correctly filed, AdvanceDocs’ “Save into Advance” allows you to save files directly to the Advance Practice Management Notes & Links document store system from within MS Word, Excel or Outlook and even from the Windows “Send To” menu.

The “Save into” button in Outlook allows one or more emails (and their attachments) to be saved against the client or matter in Notes and Links.

Edit PDF’s in Microsoft Word
AdvanceDocs has a unique ability to convert any unencrypted PDF document to a fully formatted Word document for full editing control.

In addition, AdvanceDocs seamlessly integrates to Notes & Links in your Advance Practice Management system and Interwoven (iManage) Document Management Systems to give a simple and secure electronic filing solution.

AdvanceDocs is not limited to working with Microsoft® Office applications. PDF documents can be created from any of your line of business windows applications such as your accounts production, tax, corporate secretarial and many more.

Document Scanning
AdvanceDocs can help. AdvanceDocs works with ANY scanner and software combination and simply captures scanned documents into your electronic in-tray. Once there, scanned documents are just the same as any other document and can be collated with other files, emailed, faxed and saved in the same manner.

Of course the document created is fully text searchable, unlike scanned documents.