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What is TriDoc?

The TriDoc system provides a secure and traceable solution for storing electronic documents alongside their relevant information. With advanced database technology, TriDoc effectively safeguards documents intended for long-term preservation. The system's workflow module streamlines the processes of document creation and approval, making them more efficient. Thanks to the recently upgraded approval workflow, users can design complex approval routes that cater to different types of documents! You can easily determine who is authorized to perform specific actions on selected documents using the integrated authorization management feature. Furthermore, TriDoc supports the establishment of both data-level and functional authorizations to bolster security measures. Incoming documents are automatically sorted through group filing channels, and documents received via scanning, faxing, or emailing are incorporated into the TriDoc system automatically, adhering to predefined parameters without needing human intervention. This level of automation not only enhances efficiency but also significantly reduces the likelihood of errors during the document entry process. Overall, TriDoc stands as a comprehensive solution that combines security, organization, and efficiency in document management.

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

Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$10.22 per month
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

Trilobita Informatics

Date Founded

1997

Company Location

Hungary

Company Website

www.tridoc.eu

Company Facts

Organization Name

ApprovalMax

Company Location

United Kingdom

Company Website

www.approvalmax.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
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

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