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DOCUMENT MANAGEMENT (ECM)

ECM (Enterprise Content Management) are technology system solutions designed to manage, store and organize business documents in real time, this will allow your organization to streamline business processes and make your day-to-day operations more efficient. CPA by Choice will help your team leverage the best technology to deliver value to your clients. 

Suralink

Suralink is an intuitive web-based platform that functions as audit dashboard software for the nations leading accounting firms. Using this platform accounting firms are able to streamline the PBC audit process.

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SharePoint

SharePoint empowers teamwork with dynamic and productive team sites for every project team, department, and division. Share files, data, news, and resources. Customize your site to streamline your team’s work. Collaborate effortlessly and securely with team members inside and outside your organization, across PCs, Macs, and mobile devices.

Google Drive 

Google Drive is a cloud-based storage solution that allows you to save files online and access them anywhere from any smartphone, tablet, or computer. Create and share content with your team and collaborate effectively in real time.

 
 
 

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