Defining the problem: life without the right document management system for accountants
Typically, the most complimentary things we hear accountants say about their practice’s current Document Management system (DMS) are: “It's all right” and “It does the job.”
Many practices describe document management as among their most pressing problems:
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Consumes a significant amount of time filing and retrieving documents
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Presents a GDPR nightmare, along with governance and security concerns
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Application switching throughout a user's workflow, with a lack of clarity as to what needs to be filed and where it ought to go
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Lack of out of the box user experience
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Traditional practices still have a series of file servers, with a complicated historic folder structure to match.
That’s why you need to explore a more specific solution: a document management system for accountants that enables full functionality, productivity and efficiency.
One location
Modern solutions built within Microsoft 365 have solved the recurring issues for accountants, whilst simultaneously enabling advances in functionality and workflow efficiency.
Microsoft 365 is the easy-to-use place for information management and client engagement:
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Email and document management: SharePoint, Outlook
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Document collaboration: Excel, Word, PowerPoint
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Client engagement and management: Teams, Dynamics 365
The solution provides a joined-up view of all activities that collaborating teams can rely on as the definitive view of the status of each client account.
Building the ideal accounting experience in Teams
Empowering users to:
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Manage engagements using Teams with the same look and feel
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Easily search for clients, data or documents
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Easily access and edit documents from system of record
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Automate common actions and tasks
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See a 360-degree view within Teams and the Office 365 interface
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Automatically archive content within Teams
