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