FINANCIAL DOCUMENT MANAGEMENT SOFTWARE
SECURELY ACCESS YOUR ELECTRONIC FILING SYSTEM FROM ANYWHERE
Eliminate the Risk of Losing Files
Go Paperless with PinPoint DMS
Document Management
Use PinPoint's Financial Document Management Software to capture any and all records whether paper or already electronic. Store and edit any file type in our electronic filing system with built-in PDF tools that allow for markups, annotations, redactions, etc. without having to leave the application.
On-the-Go Mobility
Access your files and data whether you are in the office, at home, or on-the-go. PinPoint is compatible on any device including smartphones and tablets.
Security and Compliance
Set security access and permissions for individual or groups of users. Users will only be able to see and do what you allow them to. LSSP Corporation follows all certification specifications with DOD, HIPAA, ISO, OSHA, SOX, FACTA, FDA, SEC, ADA.
Collaboration
PinPoint Financial Document Management System allows your business to communicate, set up workflows, and securely store documents. Collaborate with other departments as well as any external parties using our built-in Public Portal.
Filing and Retrieving
Store any and all file types (.PDF, TIFF, .JPG, .PNG, XLS, .DOC, including audio and visual files) by directly scanning/importing, or simply drag-and-drop them in to let our automated robot, A.R.I.E., file them for you. Searching and retrieve files and data within seconds. Simply search by keyword, full-text, phrase, document name, date, metadata and more.
Integration
Integrate with other applications including but not limited to: MS Office Suite, QuickBooks, Great Plains, Sales Force, Sharepoint, and OneDrive. Capture data elements from your documents and move to your accounting system for automatic posting of transactions, invoices, etc.
Workflow
Automated workflows to ensure tasks are completed on time. Assign tasks to individual or groups of users.
On-Boarding
Automatic tracking for late or missing files with alerts. Use on-boarding to ensure all records are kept on file.
Retention
Customize retention schedules with ability to archive or purge files.
Run retention checks and generate Certificates of Destruction for compliance.
Versioning
Complete version control with comparison tool built-in.
Ability to revert to old versions, or continue to add new.
To Learn More About PinPoint and All of its Features,
To Schedule a Free Online Demo,
