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 Partner Page: 
> Visit the Docupace website
Docupace Contact:
Joel Friedman
310-445-7722
Docupace provides a web based, integrated imaging and workflow platform delivered as a managed service. The Docupace Mobile Workflow Platform (MWP) and financial services architecture is specifically designed to meet the needs of the financial services industry. Docupace hosts the database, application, and image repository and end users have access to the system regardless of time of day or location.
The MWP is a way for you to increase your book of business and the value of your practice while decreasing security and compliance risk. Your integrity as a planner is highly reliant upon protecting your clients’ sensitive data. In today’s world, a filing cabinet or local computer hard drive is extremely susceptible to theft or physical destruction.
The Docupace MWP provides a level of security and disaster recovery far beyond that of an on-site solution. Docupace data centers have 24/7 armed guards, biometric entry controls, redundant connectivity, and back up generators. You can tell your clients, with confidence, that your firm is making the best efforts to protect sensitive data. Moreover, if there is ever a catastrophic event at your office, you will be able to serve them without interruption.
Companies choose Docupace’s web-based solution because it is cost and time effective, maintains expert level security, provides a disaster recovery plan, and adheres to strict compliance guidelines while delivering a higher level of process automation. Let’s not forget that you also enjoy a powerful enterprise document management system with unlimited access from anywhere, without the standard administrative headaches.
Other than a scanner, you do not need any special equipment or software – just a web browser, an Internet connection plus your secure Docupace account. In less than a day you are ready to access your information from anywhere: The office, at home, or on the road.
Docupace Technologies' state-of-the-art document management and workflow solution simplifies the process of capturing, organizing, routing, organizing and accessing information – delivering what you need whenever and more importantly, wherever you need it. Converting to a "Paperless Office" offers you the means to control the flow of information company-wide, providing superior and faster service, and most importantly gain and retain a competitive edge in the marketplace.
Leveraging the strength of its Software as a Service (SaaS) deployment, Docupace will keep you on-time and in control without the costs associated with traditional premise-based, locally hosted systems.
Key Features
- Document Storage and Retrieval
- Improved Customer Service
- Workflow: Effective Collaboration
- Improved Efficiency
- Simplify and reduce the costs of regulatory compliance
- Improved disaster recovery and business continuity
- On Demand, Web-based
New Integrations:
- SmartOffice
- Redtail
- Salesforce.com
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