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SourceLink

A software system designed by Personable.
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Gold Certified and award winning, SourceLink is a powerful document management program that gives you the ability to easily file, retrieve and organize your source documents associated with each QuickBooks record! With complete access and ownership of your company records, you can take control of your documents with the following benefits:

  • No Required Internet based document storage to slow down document retrieval
  • No On-going Monthly or Per Document Fees to add to your business costs
  • No Proprietary Filing system giving you the flexibility for future growth

You can attach, detach, view and email linked documents in Quick- Books with a click of the mouse — the process of linking documents is as simple as adding an attachment to an e-mail. Just click and link files already stored on your computer or scan additional files directly into SourceLink Also, SourceLink offers management solutions that feature controls such as centralized management and visibility, rule- and role-based operation, and strong authentication

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