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Regulated Professions

Your professions are subject to specific regulations (notably concerning the conditions of access to and practice of the profession and the ethical obligations controlled by your professional bodies such as chambers or orders. Your daily activity results in a significant number of documents whose security, traceability and control are essential elements for you and your employees. Zeendoc allows the dematerialization and the archiving of your numerous documents in complete security and simplifies the daily life of your structure includinglawyers, chartered accountants, clerks, notaries.

Zeendoc can support you in several GED approaches:

  • Dematerialize and archive your organization's administrative documents,
  • The dematerialized processing of your invoices: suppliers and customers,
  • Management of your expense reports.

Dematerialization and archiving of your administrative documents

You can store all your documents (paper or digital, including e-mails) in a single, secure document database, with data hosted and backed up in data centers in France. Paper documents of any format can be scanned into Zeendoc at upload from any scanner or copier, or sent by email or virtual printer from a computer, tablet or smartphone.

  • Your documents can be consulted at any time with a simple web browser, the documents are encrypted and time-stamped with a probative value
  • Archiving of all documents (minutes, expert reports, tax returns, articles of association, KBIS extracts, conclusions, court decisions, notes, legal reviews, case law, etc.) with automatic recognition and classification in the right file.
  • Fast and intuitive search of documents thanks to a multi-criteria search engine mixing classification index and full text (search by word, name of client or collaborator, date...).
  • Access to your documents in any place and in any mobility (computer, tablet, smartphone) in complete security: Availability (data stored in France, ISO 27001), confidentiality (SSL encryption , HTTPS://), integrity control, traceability (time stamping): Zeendoc ensures the durability of your information.
  • Control of the completeness of a file to verify the presence of all the documents related to a case, an estate...
  • Unlimited number of users with rights management with traceability of actions on documents and the possibility of simultaneous connections
  • Sharing with a secure link of documents (drafted acts, opposing conclusions, supporting documents, tax returns, VAT returns ...) with your collaborators and external stakeholders

→ The benefits of electronic signature integrated with EDM

The electronic signature integrated into the Zeendoc DMS through a trusted third party allows you to send your documents by email and have them signed electronically from a computer, a smartphone or a tablet. It has the same legal value as a handwritten signature.

Management of your invoices

The numerous invoices received and issued by your structure generate a very time-consuming activity. Zeendoc facilitates their management, increases your productivity and saves you time. 
On supplier invoices
  • upload your paper or digital invoices in Zeendoc
  • Automatic collection of invoices from your recurring suppliers (electricity, insurance...)
  • Saves time by avoiding entering relevant information (supplier, dates, amounts, reference) which are read automatically
  • Accounting allocation proposed according to your habits
  • Implementation of validation circuits for the processing and payment of invoices
  • Exports entries to your accounting software, which avoids double entry
  • Accessible to an external accountant if necessary
  • Management, archiving, saving and sending receipts
 
On customer invoices
  • Automatic invoice sending to your customer in digital or postal format
  • Possibility to add a background page, general conditions ...
  • Visibility on the receipt and opening of invoices to facilitate reminders
  • A deadline alert system can be put in place
  • Reliable audit trail or archiving with probative value (with RGS** signature), optional.

Managing your expense reports

The large quantity of expense reports linked to your activity can be managed very quickly with Zeendoc by reducing the risks of error and by allowing their assignment directly to the validators.

  • The receipts are taken in picture with a smartphone and avoids the losses in displacements,
  • They are sent automatically in Zeendoc with the recognition of the data (date, provider, amount),
  • Simplification of validations and controls of expense reports: Validation circuits,
  • Direct allocation of expenses and transmission to accountants.
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Get the most out of your business information!

Take advantage of Zeendoc, the EDM solution for VSEs/SMEs

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