RedGear Technologies — ArkWorks

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From the July 2010 Review of Document Storage Systems.

ArkWorks is designed to serve as an integrated document storage solution for the TaxWorks tax prep software. ArkWorks is also marketed as a standalone product, which is compatible with all tax and other software programs. The company noted that 40 percent of its current ArkWorks customers are non-TaxWorks users.

CORE FUNCTIONALITY:
ArkWorks’ value is based in its integration for TaxWorks users. The interface is pretty straightforward and intuitive. Files are organized using the cabinet > client > folder > sub-folder model. The client list displays along the left side of the screen with the selected client’s folder structure along the top, along with a thumbnail preview of the currently selected document.

You can establish a unique folder template for each cabinet, i.e., clients, vendors, HR, etc. You can lock the folder structure so that individual users cannot change them in order to provide greater consistency in your document organization.

An ArkWorks PDF print driver generates PDF documents from any Windows application and will display a “Save Document” window to select the appropriate cabinet, client and folder to which to save the document. A feature called QuickSet lets you pre-define the folder/subfolder and the document title associated with specific document types to streamline the file saving process.

INTEGRATION:
The integration to TaxWorks is embodied in a toolbar button that will save the currently displayed tax return to the appropriate client folder in ArkWorks. You can also drag and drop files from Windows Explorer to ArkWorks, and you will have the option to convert them to PDF format or save the file in its native format.