document management
Empower your digital office
Optimized for finance and accounting teams who need advanced document management tools.
Contact Sales
Document Management System
Designed to manage records
File Organization
Find your files every time
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Microsoft Office for the web
Work faster
PDF Web Editor
Work smarter
Client Sharing portal
Bridge the gap
Client Sharing Portal
Effortless document management with client sharing portal
File requests
reminders to your clients
File Sharing
File naming convention
Automation
We feel your frustration.
It takes a lot of time to archive digital documents.
Your clients are sending you hundreds of files every day without any sort of organization controls.
Some files arrive via physical mail and others via email. Many emailed files are named incorrectly, which makes it even harder to quickly organize.
We built Edi to eliminate this outdated process in a painless way. We're excited to announce a solution that can save you countless hours of manual labor. 😊
- Edi Team
Features
All-in-one
that enables a modern digital office.
customer success
We're here to help
Professional and trained support team to help ensure your success by phone, email, or directly through our Support Ticket Portal.
Our servers are located in industry storage data centers. Our data centers always stores multiple copies of your data so that it's protected from planned and unplanned events, including transient hardware failures, network or power outages, and natural disasters. Redundancy ensures that your storage account meets its availability and durability targets even in the face of failures.
We’re in the process of building a migration tool that can allow you to upload hundreds of folders and files.
We get it, you’re busy. Let our Customer Success team help you implement Edi.
We’re in the business of giving you the tools you need to succeed. Please reach out to our product manager with feature suggestions: info@cegsoft.com.
We have incident management playbooks in place to help prevent loss of sensitive information. CEGsoft is SOC 2 Type 2 certified. This audit tests the suitability of security controls in place.
