Document Management For Accountants

In the fast-paced and detail-oriented world of accounting, managing a vast array of documents efficiently and securely is crucial.

File Stream offers a range of benefits that can transform how accountants handle their documents and streamline their workflows.

How Document Management benefits Accounting Firms

From internal documents and client information through to external documents and audit trails, paper files are still evident where they could be beneficially reduced.

Much of that paperwork could be stored digitally with all the advantages of enhanced security and access control. Improve customer service by having client files and information accessible within seconds.

Utilise workflows to generate task lists and email notifications to help team members manage daily their daily workload. Allow key decision-makers to approve, reject, or request additional information along the way.

Improve security with document encryption and use RBAC to restrict access to confidential client documents. Ensure compliance with document retention schedules and prompt access to information for urgent requests and audits.

Advantages of EDMS for Accountants

Faster Filing and Accessing of Documents

Accounts deal with vast amounts of documentation. By making this digital, both the filing and the accessing of documents is simplified. There’s no need to search through paperwork to find a particular document. With document management, files and client documents are neatly organised. Whether in or out of the office, documents and files are always immediately available whenever required.

Security

Sensitive information must be kept safe and secure and one of the biggest benefits of File Stream for accountants is improved security. Documents stored digitally in File Stream are fully encrypted as well as being much less likely to be lost or stolen. RBAC prevents access by unauthorised users. Accountants can send vital information through an integrated client portal.

Accessibility

Accountants also need to ensure that documents are accessible whenever required, regardless of their location or device. Cloud-based document management systems provide secure, remote access to files and documents from any computer or mobile device.

Collaboration

Accountants often work with clients and other professionals, making it essential to have a document management system that allows for easy collaboration. Cloud-based systems allow accountants to share business documents securely with external parties, giving the ability to collaborate on projects from anywhere in the world.

Organization

customisable enabling you to generate task lists and email notifications to help team members manage daily their daily workload. Allow key decision-makers to approve, reject, or request additional information along the way.