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.