The Best Secure Record Keeping Software

Record keeping software for any-size business

Whether you’re running your business solo or with the help of an accountant or a bookkeeper, Bitrix24 is a popular free record keeping software for you.

It comes with unlimited client records, documents scheduling, and even time tracking.
You can securely create unlimited quotes, invoices, and online payments in a platform that’s available both in cloud and open source.

What’s more, you can even integrate Bitrix24’s CRM to world leading online accounting softwares like Xero, Freshbook, or Sage One.

With it, you have the option to synchronize your data between your accounting software and Bitrix24. Any changes made in your accounting software will be automatically reflected in Bitrix24, or vice versa.

Feature-rich CRM tool

While Excel and Google Sheets can be a great place to start with your record keeping, they lack advanced features for a smooth business process.
And make no mistake - inputting financial information manually can be tedious and time-consuming.

While other businesses turn to outsourcing or hiring virtual assistants to help with accounting, why not use Bitrix24’s online tools that allow you to keep things in-house?

Everything you need to manage your finances - entering income data, categorizing expense information, trying to determine which outgoing payments match up with the goods and services you bought, or aiming to pinpoint which bank payments you receive match the invoices you sent is now in one, secure place.

Secured external access and document lock

Bitrix24 offers plenty of storage space for all of your accounting documents.  And it even allows you to grant limited access to external users, especially to your clients.
This way, they can access their payment information without having to call or email you first.

Don’t want anybody to edit your documents? Use Bitrix24’s document lock feature.
While you’re giving access to others to your documents, you can actually “lock” these files so you are the only one to be able to edit them.

By doing so, you prevent creation of conflicting versions of documents or overwriting changes made by other users.

Get Bitrix24 today.