As an accountant or auditor, your document workflow is your business. Invoices, tax returns, financial statements, payroll records — every file is sensitive, and every file needs to be findable, verifiable, and secure.
The challenges
- Volume: thousands of documents per client per year
- Formats: PDFs, Excel spreadsheets, scanned receipts, Word documents
- Retention: legal requirements to keep records for 5-10+ years
- Security: client financial data must be protected at all times
How DocInspector helps accountants
- Folder auditing — generate Excel reports mapping every document across your client folders
- Batch repair — fix corrupted PDFs from clients who use questionable software
- Metadata cleanup — before sharing reports with clients, strip internal metadata
- Secure shredding — when retention periods expire, properly destroy sensitive files
- OCR — make scanned receipts and invoices searchable
All offline, all local — exactly what you need when handling client financial data.