Overview

Access documents from anywhere

OpenEngagement DMS provides a web browser interface, allowing you to work on client engagements from anywhere.

Get up and running quickly

Open Engagement DMS is easy to install and does not require hiring consultants. Hosting options are also available.

Easily manage permissions

Control staff access to documents through one central location, where firm managers can create user accounts and control rights to view, edit, review, delete and perform other tasks.

Quickly pinpoint documents

With advanced, extendable searching, you can easily find documents of a particular type, e.g. all engagements for a particular client over the past year, all engagements assigned to a specific staff person, etc.

Comply with your firm's retention policy

Documents are automatically deleted after completing retention periods defined by the firm.

Features

Open Engagement comes fully-equipped with an extensive feature set including:

• Integration with Working Papers
• Accessible from anywhere in the world
• Easy-to-define permissions
• No restrictions on what types of documents or data may be stored
• Advanced change tracking
• Optional email notifications
• Retention schedules
• Scheduled mass backups
• Simple installation
• Hosting available

Add-Ons

	Go-Between Connect Working Papers with OpenEngagement.
	Quick Upload For quick and easy uploads.