Sageworks, provider of financial analysis solutions for accountants and business valuation experts, released a Document Manager enhancement to its Sageworks Valuation solution.
The document manager brings project management functionality to the web-based business valuation platform, offering time-stamping and a user signature so customers can manage and track delivery of documents across multiple offices and teams.
With the new enhancement, users can also upload documents to be automatically stamped with time of upload and users name, with the option to save each set of documents as custom templates to be reused for future valuations.
“Sageworks continues to introduce customer-driven enhancements that allow accountants and business valuation professionals to automate, standardize and simplify their work,” stated Brad Spence, vice president of the accounting market at Sageworks. “With the release of Document Manager, we’ve included an additional measure of security and accountability to the Sageworks Valuation Solution.”
More information on the Sageworks Valuation solution is available here.
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