Accountancy
We know accountants generate lots of paper.
Internal documents and client files vie
for space in over-filled filing cabinets,
on desks, in in-trays and inconsistently-labelled
computer files and even, less securely,
in the boot of cars! Locating and retrieving
them is time-consuming, which affects both
the efficient running of the practice and
the quality of customer service offered.
In addition, space within the office is
wasted and often costly off-site storage
is sought for unused records which must
nevertheless be kept for the requisite 7
years. Accessing these, should the need
arise, can prove extremely difficult at
short notice, particularly when more than
one person needs to see the file.
Invu creates an infallible audit trail
and integrates seamlessly with SAGE, IRIS
and other accounting programs. Accredited
by the Institute of Chartered Accountants
in England and Wales, Series 6 helps accountants
provide their clients with a faster, more
accurate service, improving productivity
and making regulatory compliance easy. What’s
more, you need never worry about files getting
lost, damaged or tampered with: everything
is stored safely, made easily available
to authorised staff, and old versions of
documents are automatically saved whenever
a file is updated.
Now there’s a formula for financial
success.
To download your free copy of our special
report, ‘Seven key questions
any accountant must ask before they choose
a document management solution – and
the home truths you need to know...’
click
here
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