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Make your information work for you
with Electronic Document Management Software
File Stream Document Management working with Accountancy
Accounting Practices today are under as much pressure as any other Industry sector. Their clients are looking for a competitive, fast and accurate service. Gone are the days when Accountants were revered and called the tune according to their terms. The current environment is much more competitive and clients know it.
The very nature of the job means accountants have to work with mountains of paper generated by their clients and their own subsequent processes such as the Audit function, tax planning and consultancy.
Key objectives are to produce information for their clients as quickly as possible but at the same time as efficiently and cost effectively as they can. File Stream Document Management Software can make both very achievable.
All documentation (Office docs, scanned paper images, emails etc.) concerning a client, whether it be related to their Audit, Tax Planning, VAT or PAYE bureau, can be filed under one umbrella in this document management system. This allows the Practice Manager or individuals involved to see at a glance what has been happening. File Stream Document Management becomes a very resourceful tool for management teams as any search can be filtered by a date range. Imagine being away for 2 weeks, coming back and by selecting a very simple search criteria being able to see everything that has happened concerning client ABC Ltd over the period you were away. Alternatively, search for all “New Instructions” received during your absence. In the past, Electronic Document Management has been considered only as an archiving tool. Most of our clients now use it as a live filing system, capturing information as it happens.
Our Searchable CD Module proves very useful in the accounting Industry. Any information stored in a File Stream Document Management system can be easily exported to a fully searchable CD which can be taken or sent to clients.
It’s a straight forward conclusion, if your information is easily accessible:
- your customers will receive a better service
- your staff will work more efficiently
- you will save space and therefore money
- your documents are safeguarded against any disaster
We have spent time working with several industry sectors and have many proven cabinet setup ideas that will serve as a good starting point for a newcomer to the electronic document management arena. Many of our existing customers are already working with these electronic filing cabinets.
Please follow the link to see document management cabinet structure ideas relevant to your profession... document management cabinets for accountancy. (Problems viewing the video? Video help here.)
It is likely that you will be using software that is specific to your own industry. With this in mind, our API (Application Program Interface) tool makes it possible to link these programs to File Stream Document Management. Our advanced modules allow documents and associated information to transfer between systems using CSV / XML format.
It is worth mentioning that a lot of customers take the opportunity to reappraise their current software requirements. In many cases, the flexibility offered by different filing methods and the wide range of tools available in File Stream Document Management has meant that at least one or more existing packages can be dropped. Savings are made in both time and money. Staff members have fewer products to master and expensive annual support contracts can be cancelled.