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Document Management Software for Charities

Managing a Charity involves a lot of paperwork and record-keeping – most of which need to be kept securely, and in order, for tax relief and compliance purposes.

We understand that efficiency for Charities is key. Our document management systems help reduce admin costs, improve transparency, reduces environmental impact, and improves efficiency which means more funds for your cause. 

DocTech assist Charities' in their  Finance and HR departments. Our document management software specifically helps with processes such as the handling of Gift Aid receipts and expense claims.  We've improved the audit process at The Woodland Trust as Gift Aid forms and other important legal documentation are now securely stored and easily be found.

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Why do Charities use our software?

  • Reduce document retrieval and processing times meaning more efficiency and less opportunity for loss or confusion
  • Securely store gift aid declarations and easily confirm the declaration in writing and keep a copy of the confirmation
  •  Meet the legal guidelines set by UK law
  • To process volunteer expenses claims
  • Save time and money on manual processes and data capture by storing and organising any type of document in one common document pool
  • Create a digital document database where all documents are scanned and securely backed up
  • No more risk of loss, damage, or even theft. Documents are preserved and backed up
  • Free up valuable office space

Consider DocTech for your business process improvements

Wondering what success will look like with document management software?

From simple file management to full workflow solutions, document management software is the perfect solution for charities that face an ongoing battle with storing documents and information.

Our document management solutions are perfect for charities because they meet the legal requirements, help to reduce document storage space, and can be customised to each organisation’s unique needs.

Easy access to information can often inspire a charity to expand their use to include direct debit mandates and gift aid declarations. Gift aid allows a charity to collect an additional 25% of the value of the donation from HMRC and is an important source of additional revenue. DocTech solutions allows charitable organisations to store gift aid declarations securely. From this additional income stream, paperwork is managed and maintained correctly for future auditing purposes.

We can seamlessly integrate with a charity’s CRM or fundraising system. Take a donor charity, for example: Once a donor is located in the CRM system, every document related to that donor can be accessed by clicking the integrated DocuWare button. This integration has streamlined two databases into one system, simplifying information access and improving customer service.

Get in Touch by emailing info@doctech.co.uk or calling 0161 647 7040

Perfect Solutions For Your Business!

We are industry experts with over 75 years of combined experience on our team. We have delivered success for hundreds of businesses just like yours.

Document Management

With DocuWare all your documents are stored and shared digitally. It’s faster, more transparent, and more efficient than traditional paper-based methods.

Go Paperless

Accounts Payable

Automate manual data entry, provide accurate data capture of incoming invoices and get real time information. Ensure your team has full visibility of the process from start to finish.

Streamline Accounts


To comply with industry regulations, we can help to manage document version control, provide a clear audit trail and know who was the last person to amend what document and when.

Comply With Regulations


We create digital workflows to meet an organisation’s bespoke requirements. We can provide an electronic system to track, edit, store and manage all documents associated with any  process.

Digital Processes

Paper Heavy

Reduce all associated paper costs and digitally store your documents in a secure and centralised location. Documents cannot be lost or duplicated and are readily available when you need them.

Reduce Paper Use

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Contact us now for more information 0161 647 7040

Some of DocTech Clients

york college
Smithfields UK