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Accounting & Financial Services

Always locate the right document instantly when it is needed

Once stored in IMS all documents are indexed and searchable for instant retrieval, and access to the "right" document is assured due to IMS’
integrated version history that always provides access to the most up to date version, as well as older versions, should they be needed. IMS
eliminates the need for chaotic and hard to manage Windows folders with a flexible method of classifying and organizing documents by any
property or tag, such as client, document type, date, etc., literally any property can be defined and tagged to any type of document. No
more searching for where to save a file, just save to the vault and tag.

Automate financial document processes

Important processes affect almost all financial documents. Examples include routing documents for review, submitting them for approval,
filing them with federal and state agencies, disposing of them according to retention policies, and more. IMS can automate essentially any
type of business process from simple approval processes to sophisticated, multi-step workflows with multiple stakeholders, assignments,
notifications and electronic signatures that are audit-ready and compliant with financial regulations.

Comply with financial services regulations

The accounting and financial services industries have demanding regulatory compliance requirements including those associated Sarbanes-
Oxley (SOX), the SEC and IRS, and other laws and regulations, and maintaining compliance with these laws and regulations is of paramount
importance. IMS includes all the tools necessary to maintain compliance with financial regulations, including security, history and audit trails,
record policies, automated processes and backups, and more.

NEWS & Updates

Our Move is Complete!


We are excited to announce that we are all settled into our new office! We are in a prime location and the space is exactly what we need to scan a..

We're Moving!


IMS is transitioning to a bigger and better space! We are all excited about this move and look forward to being able to continue too provide excel..

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