Scattered Emails and Documents Create Risk
Payroll stubs. Tax withholdings. Expense reimbursements. Compliance certifications. Vendor contracts tied to staff roles. Financial records frequently pile up in disjointed spreadsheets and email threads, complicating reconciliations and year-end closes. At Indus Books, our document management service integrates directly into your workflow. We create a seamless system for small businesses that keeps personnel files organized, linked to your ledgers, and fully compliant, freeing you to prioritize revenue over record-keeping.
Payroll stubs. Tax withholdings. Expense reimbursements. Compliance certifications. Vendor contracts tied to staff roles. Financial records frequently pile up in disjointed spreadsheets and email threads, complicating reconciliations and year-end closes. At Indus Books, our document management service integrates directly into your workflow. We create a seamless system for small businesses that keeps personnel files organized, linked to your ledgers, and fully compliant, freeing you to prioritize revenue over record-keeping.
What We Handle
â—Ź Dedicated Bookkeeping Inbox
We can establish or maintain a common mailbox address for all kinds of accounting emails, including bills, receipts, statements, and client payment notices.
â—Ź Document Sorting & Tagging
Every incoming file is assessed, renamed, labeled, and systematically organized in a meaningful way in secure cloud folders (Google Drive, Dropbox, or your platform of choice).
â—Ź Receipt & Invoice Matching
 We align receipts with corresponding transactions in your books, ensuring expense accuracy and audit protection.
â—Ź Automated File Requests
Need a W-9 from a contractor or a missing invoice from a vendor? Of course, we will follow up on your behalf and obtain it.
â—Ź Secure Digital Storage
We use cloud storage encryption and follow a set of guidelines when dealing with financial information, which ensures your information remains protected.
Dedicated Bookkeeping Inbox
We can establish or maintain a common mailbox address for all kinds of accounting emails, including bills, receipts, statements, and client payment notices.
Document Sorting & Tagging
Every incoming file is assessed, renamed, labeled, and systematically organized in a meaningful way in secure cloud folders (Google Drive, Dropbox, or your platform of choice).
Receipt & Invoice Matching
 We align receipts with corresponding transactions in your books, ensuring expense accuracy and audit protection.
Automated File Requests
Need a W-9 from a contractor or a missing invoice from a vendor? Of course, we will follow up on your behalf and obtain it.
Secure Digital Storage
We use cloud storage encryption and follow a set of guidelines when dealing with financial information, which ensures your information remains protected.
How We Work With You
Setup & Audit
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We will begin with an evaluation of your current document workflow, inboxes, folders, and any current storage you may have in place. Then we organize what’s salvageable and set up a better system.
Centralized Email Handling
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You forward all financial emails, and we handle the rest, including sorting attachments, filing receipts, flagging bills, and tagging documents for future use.
Structured Folder System
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We create folders by month, vendor, and category so you can find anything in seconds.
Monthly Clean-Up & Backups
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Every month, we conduct an audit to eliminate duplicates, save old files, and backup all information into a secondary safe location.
01
Setup & Audit
We will begin with an evaluation of your current document workflow, inboxes, folders, and any current storage you may have in place. Then we organize what’s salvageable and set up a better system.
02
Centralized Email Handling
You forward all financial emails, and we handle the rest, including sorting attachments, filing receipts, flagging bills, and tagging documents for future use.
03
Structured Folder System
We create folders by month, vendor, and category so you can find anything in seconds.
04
Monthly Clean-Up & Backups
Every month, we conduct an audit to eliminate duplicates, save old files, and backup all information into a secondary safe location.
Why Clients Trust Indus Books
Small business owners establish a business to create innovation and serve customers, not to get buried in paperwork and constant financial deadlines. Our document management service offers the most effective document management system for small businesses, providing a complete solution that adds increased accuracy and efficiency. Our clients come to us for the benefit of synchronized records.
Ready to integrate your documents with simplified bookkeeping?
