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UBiQuati's document management solution helps accounting professionals increase profit, operate more efficiently and reduce paper. UBiQuati provides document management solutions that streamline office procedures and make it easy to find and process information. . UBIQUATI’s Filing Environment provides an electronic filing system structured to handle all the documents used in your office with a choice of six methods of retrieval.
With UBIQUATI, you can efficiently manage expense reports, tax documents, invoices, purchase orders, delivery receipts, balance sheets, income statements, standard forms, contracts, phone messages, email communications and more.
Ease of use
Everyone will tell you their product is user friendly, we have hundreds of customers who will attest to this fact. Users tell us our software is easy to understand and is quickly adopted by even those who lack previous computer experience. UBIQUATI can transform manual filing processes into a digital filing environment to fit the needs of your business.
Compliance
A key concern of any business is meeting compliance mandates. With UBIQUATI, you have the tools you need to control access, enforce document retention policies and audit file activity.
UBIQUATI plays well with others
With UBIQUATI documents are filed electronically directly into the system in the native format of whatever application you are using. This means there is no need to create extra printing or scanning steps into your routine. The files from all your applications can be saved directly into the system’s filing environment where they can be quickly recalled and revision securely managed.
- Record Level Security
- Tree Structure Security
- Document Level Security
- Image Level Security
- Hide Record Level Security
- Customized Integrations with connections and integrations with customer CORE applications
Security that Scales
If you are a two-person office, security is likely not a concern; however, if you are growing, you will need a solution that can scale and control access to sensitive data. UBIQUATI provides a platform that can grow with your business and extend across your entire operation.
A decision you can live with
UBIQUATI has provided document management solutions to the industry for more than 15 years. We guarantee your success and will help you every step of the way. Our experts will assist you during the installation, train your people, and provide on-going phone and internet support. When you call us, a human answers the phone and directs your call. Your office will save time and be more efficient:
- Find client records within seconds
- Electronically route files and documents for further action
- Track where files are, when they were accessed and by whom
- Enforce security by guarding access to private files
- Use electronic signatures or PIN codes to speed the approval processes
- Easily back up your files to protect your records from catastrophic events



