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.

Real World Examples of Financial Services Companies Using File Stream