Search Keys

Use search keys to locate specific documents, in case you forget where you stored them.

Inbox

The inbox function scans multiple documents at once and saves them into different client drawers. You can also set up multiple inboxes.

Audit Trail

Did I email that document to my client? The audit trail displays functions that were performed on each document. Every action is recorded here.

Maturity Dates

I only want to keep this document for a year, but will I remember? The maturity date feature allows you to apply a maturity date to each document. When the maturity date is reached, ArkWorks will prompt you for action. Delete the document, assign a new maturity date, remove the maturity date or burn the document to a CD for permanent archival. Set automatic reminder periods so you can deal with mature documents when it is convenient.

Annotate

What if I want to send a document to someone but 'white out' key information? Using the ArkWorks Edit and Annotate tool, you can add annotations to any PDF file saved in ArkWorks. You can also whiteout or blackout sensative data. When emailing documents, you have the option to include or exclude any page mark-ups.

Import Helps

ATX

  • ATX Import
  • ArkWorks Drawer Import Utility-ATX

  • Drake

  • Drake Import
  • ArkWorks Drawer Import Utility-Drake

  • Intellitax

  • Intellitax Import
  • ArkWorks Drawer Import Utility-Intellitax

  • Lacerte

  • Lacerte Import
  • ArkWorks Drawer Import Utility-Lacerte

  • ProSeries

  • ProSeries Import
  • ArkWorks Drawer Import Utility-ProSeries

  • TaxWise

  • TaxWise Imports
  • ArkWorks Drawer Import Utility-TaxWise

  • TaxWorks

  • TaxWorks Integration
  • Prior Year

  • TPS

  • TPS Imports
  • ArkWorks Drawer Import Utility-TPS