Electronic Document Management

Electronic document management improves efficiency, profitability and client service in accountancy practices. How much does information retrieval cost your practice?

Practices face a veritable avalanche of documents and information: correspondence, emails, reports, spreadsheets and official forms, often in conjunction with weighty individual client files. The importance of this information to your business and the client, coupled with increasingly heavy regulatory obligations and scrutiny, make it vital that it is stored securely.

This whitepaper outlines the benefits and implications for practices who may consider going ‘paperless’ and provides top tips for practices.