Advice for office software?

[sassywalkerneo]

So, my wife works at a regular 9-5 accounting bureau, and they're about to update their entire office system. They prepare a lot of invoices in a day (obviously), so their primary aim is better software to organize scanned documents with. Built-in OCR is also a must, they want to be able to find the right document at the right time as clients can throw in a "special" request at the least opportune moment...
Any tips, preferably from personal experience?

 

[movingtoofast]

Yeah, clients tend to do as they please and expect prompt, super-accurate responses at all times, don't need to tell me about it... I interned at a law firm last summer, and we switched between a few apps that had automatic routing of files, OCR, cloud sharing, and version control, and they all integrated with Windows easily. So, if your wife needs something compatible with that OS, try out these few: NetDocuments, FileCenter, M-Files, Templafy... I think they offer free trials as well, should be enough to get an idea of how they work...

 

[sassywalkerneo]

Thanks for your reply! I've been also looking online for recommendations for scan organizing software, and am learning more and more as I go And yes, something that easily fits with Windows is preferred, the people at her office are not fans of long installations that lead to abrupt changes in the current workflow. So, I'll help her inspect the tools you pointed out, but it seems like they're inkling toward something that resembles Windows in structure and costs between $5-10 a month (and has the features I've listed above). FileCenter seems like a good candidate for a free trial so far, but time will tell