FormSuite and PrizmDoc for Finance
Streamline financial document management with FormSuite and PrizmDoc. From client forms to viewing and archiving, Accusoft provides the tools that help save time and reduce costs.
Form Processing
Simplify the way users manage forms. FormSuite is an easy-to-use solution for identifying, capturing, and extracting key information.
Scan
Quickly, scan forms onto the computer. FormSuite can handle a high volume of scanned forms quickly, saving time.
Enhance
Use FormSuite’s image cleanup features to straighten forms, remove noise, and improve text for easy extraction.
Capture & Retrieve
Use OCR, ICR, and Barcode to read client information. Save time by automatically capturing and extracting data without manual entry.
Merge & Convert
Convert multiple file types (CAD, Word, PDF, Excel) to PDFs and merge into a single document for easy sharing.
Document processing
From viewing documents to digitizing old files, PrizmDoc provides comprehensive financial document management solutions.
View
View dozens of document types (CAD, PDF, XLS, and more) within a browser without having to download additional software.
Search
Search by word/phrase, begins/ends-with, wildcard, and more. Persistent hit highlighting lets users see multiple search terms in one document.
Redact & Annotate
Auto-redact sensitive client information quickly and easily. Redactions are burned into PDFs to ensure privacy. Add notes and comments to documents for review and collaboration.
Metadata
Add metadata to document headers and footers. Easily tag documents with client numbers, names, and other information for quick search and sorting.
A comprehensive solution for financial document management. Spend less time on documents and more time on clients with Accusoft.
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