Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Process Street Reviews & Ratings
    1,112 Ratings
    Company Website
  • Digital WarRoom Reviews & Ratings
    55 Ratings
    Company Website
  • Propel Reviews & Ratings
    204 Ratings
    Company Website
  • Filevine Reviews & Ratings
    574 Ratings
    Company Website
  • ContractSafe Reviews & Ratings
    293 Ratings
    Company Website
  • HR Partner Reviews & Ratings
    201 Ratings
    Company Website
  • AlisQI Reviews & Ratings
    96 Ratings
    Company Website
  • Paligo Reviews & Ratings
    99 Ratings
    Company Website
  • LegalEdge Reviews & Ratings
    17 Ratings
    Company Website
  • Filejet Reviews & Ratings
    38 Ratings
    Company Website

What is Carizma QM?

Carizma QM is a web-based tool crafted to help users manage the entire lifecycle of regulated documents, from the initial drafting and review phases all the way through to approval, release, and eventual archiving. It allows for the creation and oversight of crucial documents like Standard Operating Procedures (SOPs) via integrated workflows that promote efficient review and approval. Once a document receives approval, the system automatically triggers a training workflow, requiring users to confirm that they have read and comprehended the document. The application includes an electronic signature capability that adheres to 21 CFR Part 11 regulations, ensuring a record of users who have acknowledged their understanding of the documents. Furthermore, it provides a validated audit trail, which significantly aids users in managing regulated documents directly within Carizma QM. Authors have the ability to define important details such as the document type (including SOP, work instruction, form, or checklist), the title of the document, the process owner (designated department), and the applicable user groups, while also establishing a review cycle. Timely notifications are sent to users via email when their review of a document is necessary, and Carizma QM facilitates the creation of an initial document framework to make this process more efficient. By offering these extensive features, the software not only streamlines but also enhances the management of regulated documentation, ensuring compliance and efficiency throughout the entire process. Ultimately, Carizma QM serves as an indispensable resource for organizations seeking to maintain rigorous standards in their document management practices.

What is ApprovalMax?

Enhance your operational efficiency by reducing the frequency of emails required for the approval of accounting documents. Granting universal access to the accounting system introduces security vulnerabilities, complicating the management of user permissions concerning what they can view or modify. ApprovalMax addresses this by ensuring that approvers see only the relevant information tied to the documents needing their approval, eliminating the need to sift through the general ledger. You can customize approval workflows to suit your specific requirements, whether you prefer them to be simple or complex. Each stage of the approval process can feature its own tailored rules, and you can add as many steps as necessary to meet your needs. No matter how detailed your delegation of authority is, ApprovalMax can effortlessly automate the entire approval process. Furthermore, the tedious task of creating audit logs is no longer required, as ApprovalMax generates a detailed audit report for each approved document and attaches it directly within the accounting system. To improve transparency and compliance, auditors can be provided with read-only access to all approval workflows. This efficient method not only conserves time but also strengthens your organization's financial governance and ensures a more organized approach to document management. Ultimately, by adopting this system, you can significantly reduce bottlenecks and enhance overall productivity.

Media

Media

Integrations Supported

Adobe Acrobat
Microsoft Outlook
Microsoft Word
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

Adobe Acrobat
Microsoft Outlook
Microsoft Word
QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Axicos

Date Founded

2007

Company Location

Switzerland

Company Website

www.axicos.com/software-solutions

Company Facts

Organization Name

ApprovalMax

Company Location

United Kingdom

Company Website

www.approvalmax.com

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Popular Alternatives

Popular Alternatives

QM Reviews & Ratings

QM

SOLABS