OpenBooks

OpenBooks was developed by Wall & Associates P.C.,C.A., a Chartered Accountant company based in Toronto, Ontario.

OpenBooks is document management made simple. Secure, share, track and manage the documents and records your organization depends on with ease. OpenBooks provides an easy to use and production-ready enterprise document management solution for use by corporations, government institutions, small to medium sized business and many other organizations. OpenBooks' architecture allows organizations to easily customise and integrate their document management system with their existing infrastructure, providing a more flexible, cost-effective alternative to proprietary applications.

OpenBooks Features

Access OpenBooks from the Web, Windows, and Microsoft Office

• Easy to use web interface accessible from current versions of Mozilla Firefox and Microsoft® Internet Explorer®
• Drag and drop access to the document repository from the Microsoft® Windows® desktop
• Access to the document repository from within Microsoft® Office® applications via Office® toolbars and menu items
• Automatically store Microsoft® Outlook® email messages and email attachments to the document repository

Share, control and protect

• Document storage on web-based intranet/extranet platform promotes collaboration
• Search document contents (Microsoft Office, OpenDocument, PDF, XML, HTML, RTF, text) and metadata using simple single string search or create complex boolean search criteria
• Sophisticated but easy to use document version management using well known "check-in" and "check-out" concepts
• Powerful group and role-based security model allows for document access and action control management
• Granular and detailed auditing of all document activities
• Ability to bulk load documents using ZIP files or from server file-system
• Scan documents directly into the OpenBooks repository
• OpenBooks Desktop Imaging allows you to capture documents using a TWAIN-compliant imaging device, review the capture results, add metadata to the document and upload the document to OpenBooks, all within one easy-to-use wizard
• The OpenBooks Desktop Imaging Scan Wizard allows reuse of metadata from previous runs of the Scan Wizard, ensuring that capturing large numbers of documents is as easy as possible
• OpenBooks Desktop Imaging uses OCR* technology to convert the contents of your captured document into PDF metadata, allowing your document to be indexed by OpenBooks and easily found in document content searches
• OpenBooks Desktop Imaging supports TWAIN-compatible imaging devices, allowing devices ranging from desktop scanners to high volume scanners with automatic document feeders to be utilized

* requires Microsoft Office 2003 or higher installed on the client workstation

Create and collaborate on content generation

• Build sophisticated workflows that manage the generation of documents and notify certain roles or groups when they are required to act
• Limit document access during the workflow process to only users who require it
• Assign automatic workflow triggers to specific document types or folders
• Link documents together allowing documents of similar concepts or subject to be easily managed as groups
• Discuss documents using built-in discussion forums
• Controlled emailing of documents held within the repository
• Document and folder subscription technology allows users to receive notifications when document actions are performed
• Save standard searches so that users of the system have access to them from the system dashboard

Exclusive accounting and bookkeeping portal

• Documents can be uploaded directly to the OpenBooks application or delivered to our head office for scanning (additional charges apply).
• Documents uploaded or delivered to OpenBooks are categorized and processed by accounting professionals for the purposes of financial reporting.
• Data is validated by patent pending “Integrity Checker” software that reconciles and links Bank Statements, Cheques, Expenses, Invoices and Deposits.
• Patent pending “Export” software creates financial reports with hyperlinks to supporting source documents. This hyper-linking feature provides an un-paralleled level of transparency and the financial reports can be accessed by authorized users via the internet 24/7 from anywhere inteh world.

About Wall & Associates P.C.,C.A.

Wall & Associates P.C.,C.A.created OpenBooks after two decades of successful business. Chartered Accountants at the Toronto-based professional services accounting firm designed OpenBooks so that organizations like yours are able to reduce costs, better utilize resources, and provide a higher level of service and transparency. For further information about Wall & Associates, including our professional accounting and business services, please see www.wallca.ca.