Accounting and Financial Services

Marco provides easy-to-use and affordable solutions that organize, manage and track important documents, information and processes for accounting and financial services such as banking, insurance, and wealth management. From tax returns, invoices, and receipts, to purchase orders, budgets, and numerous other documents, your business performance depends on how these documents are stored and managed. Our solutions allow you to improve operational efficiency, avoid risk and ensure accuracy of all financial decisions.

Features and benefits for your Accounting or Financial firm:

• Automate review and approval processes for tax returns, financial statements, and other financial documents.
• Complete history and audit trail assists with formal audits and maintaining compliance with financial regulations.
• Efficiently manage and track emails and scanned paper documents.
• Support for electronic signatures and redaction.
• Provide secure access to firm members outside the office, or to clients, to allow them to review and retrieve in-process and final documents.
• Store documents in a secure centralized repository.
• Organize and index documents by client, type, date, or other criteria.
• Search and retrieve documents instantly by typing in a tag or keyword or two, or by searching on any word in a document using "full-text" search.

Get started today.