Document Management


Business document management and workflow solution

Discover how easily your team can implement a modern, cloud-based document management solution to digitize your paper documents and let your remote employees easily access information when they need it.

ZeoSuite delivers two critical capabilities to small businesses: world-class document management in the cloud to securely capture and organize the information you use every day, and process automation to replace cumbersome manual methods with simple, instant, digital workflow. All in a cloud-based, highly usable interface designed for both casual users as well as demanding power users.


Organize and secure documents

  • Drop in files and watch key index data get extracted and organized automatically
  • Archive any document with access rights and state-of-the-art encryption
  • Instantly retrieve any document to share, edit or annotate

Automate workflows and tasks

  • Assign tasks and alert team members with instant email notifications
  • Automatically send key stakeholders documents to review and approve
  • Design workflows that carefully align with your existing processes

Connect distributed teams

  • Team members that are working from home or traveling can instantly retrieve documents from one central repository to share, edit and annotate
  • Access information from any device, anywhere, any time with a browser-based client and mobile apps

How small and mid-sized businesses use ZeoSuite


Accounts payable and other finance processes - ZeoSuite document management simplifies and expedites the entire process of incoming invoices, it can be used in accounts receivables, expense management, tax, operations and budgeting.

Contracts, Quotes and Estimates - Carefully organizing and collaborating on crucial sales documents can unlock a serious competitive edge when you’re able to send product information, estimates and contracts instantly to your customers without tedious searching.

Employee records and other HR processes - Centralizing and securing your company’s employment records enables your HR team to get rid of archaic paper documents and start automating the manual processes that suck up their valuable time like performance reviews, time-off management, and more.

Secure document archiving - Shared drives and paper files are no place for sensitive documents. ZeoSuite can securely archive vast amounts of digital information to protect against unauthorized access or natural disasters — and safely get rid of boxes, filing cabinets and other paper expenses.