Financial documents are just as critical as case files, and now they’re just as easy to manage. One Step Save connects Unity Accounting to NetDocuments through Microsoft Print to PDF and Export to Word, allowing firms to file trust reports, billing summaries, and accounting records directly into the correct workspace without extra downloads or manual uploads. By linking your accounting workflow to your document management system, firms gain a seamless process that keeps financial documentation organized, searchable, and securely stored alongside the rest of the client file.