What are Accountants looking for?
Accountants have traditionally been highly dependent on paper. And they are becoming increasingly aware of the high costs of managing paper-based files and the limitations associated with the processing inefficiencies. In addition, email has become the communication tool of choice and it is extremely inefficient to print off all emails to keep a client file up to date. Practice Management, Tax Software, and Accounting Systems are utilized to generate client documents and in many cases duplicate documents are created for filing purposes. And there are numerous documents stored on network drives which need access and filing too. This all adds up to having to support a variety of documents in various locations, with inherent duplication, security, access, and inefficiency issues.
Accountants are now looking at solutions to increase their productivity and efficiency by reducing their dependence on the paper store and by maintaining a single storage environment for all client information in all formats. In addition, information needs to be available both locally and remotely, and access to the information needs to be provided when visiting clients.
How can we help?
The Docusoft DMS is an ICAEW accredited document management solution that will manage all your paper, emails, and all other documents in a single environment.
The Docusoft DMS is a comprehensive solution for capturing, managing and processing documents. This core software includes a wide range of integration options, email management, extensive paper capture options, integration with MS-Office for document filing, file capture and import options, extensive search and retrieval, a fast document viewer, and a whole host of other functions to improve efficiency and productivity. Users can fully customize the filing structures to meet specific requirements which also enable access controls to be applied. The Docusoft DMS is a secure document store where no information can be accidentally deleted, also included is a comprehensive audit trail to maintain compliance. The secure Docusoft Portal and the Docusoft PDF Merge tools are just two of the added value products provided to deliver enhanced document processing and delivery capabilities.
