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 utilised 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.

Accountants

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, an fast document viewer, and a whole host of other functions to improve efficiency and productivity. Users can fully customise 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 accidently 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.

 Accountancy

The benefits of Docusoft

Security

  • Controlled access to files and folders

  • All documents are in one location

  • Backup and recovery is easily managed

  • All activity is audited

  • Regulatory compliance is enhanced

Accessibility

  • Access to files by a variety of indexing fields

  • Filing/indexing is consistent

  • Secure, shared access to every document

  • Search by content using OCRd

  • Access to all information in any electronic format

Storage

  • Reduce storage

  • Release office space

  • Hard copy filing is reduced if not eliminated

  • Save money

Efficiency

  • Eliminate lost time manually searching for files

  • Increase response time to client requests

  • Manage and enhance business processes

  • Increase productivity

What our client says?

Get your office in shape with Docusoft, and join the gym…

“Data management will save you endless treks to the filing cabinet and hunting for documents on the desks of colleagues. So much so, that one peer with DocuSoft said he thought he had put on a couple of stone through being able to get everything at the click of a mouse.”

Kevin Salter, Glover Stanbury

Westbury, London EC1

Westbury is a firm of accountants and business advisers that has come a long way from humble beginnings in Holborn in the 1930s. Now the London City-based firm employs 50 staff and is proud of embracing change and technology. From blogs to Twitter, the Westbury partners are very enthusiastic about new ways of communicating what they do and how they do it.

Keith Graham, Westbury