Around 20% of the top 100 UK practices use Invu to deliver increased efficiency, lower costs and enhanced client service. Compliance is aided with full audit trails and versioning whilst you’ll be able to find information at rapid speed no matter how deeply it’s buried in a client file. Permanent records, correspondence, compliance forms, working papers and technical knowledge articles can all be available – either in immediate client context or via rapid, accurate and powerful search capability.
Invu Document Management has been selected by both Sage and IRIS as its document management partner of choice. In 2010 IRIS signed an exclusive deal to white label Invu Document Management. This included integration with the IRIS practice suite, proving Invu’s adaptability for collaboration with key practice applications. As well as this level of integration there is also general purpose quick-link technology which enables Invu to work with other practice products.
Invu also works with PracticeWEB to deliver a seamless link between your secure document repository and your clients. No more sending confidential documents via email where you risk interception. Sharing documents securely gives you and your clients peace of mind.
Firms tell us that ROI on their investment is positive within months. Efficiency savings not only increase client profitability but also create headroom for more value-add services. You’ll find a number of testimonials here and we can provide many more from a wide range of practices. Click here for more.
We also include a number of white papers which you may find of benefit – from a positioning piece on the general benefits of eDM to accountants through to a series of papers on how to make your eDM project a successful one. Click here for more.
Invu is proven and ensures that you can deliver high service quality. The Invu product set is flexible and capable of handling both simple searching and complex extraction and outputs. It’s scalability is proven with major deployments. However, we don’t pretend to be a heavyweight enterprise level solution. Invu products work best up to the many hundreds of users and in accountancy the product finds its sweet spot. Hundreds of practices use Invu solutions, from sole practitioners through to partners with tens of partners. Millions of practice documents are stored in Invu and accessed by fee earners.
This is reflected in the work we do with accountants to drive the product forward. Our ongoing reviews with customers and partners led us to introduce new email management functionality in December 2010. At the forefront of this demand was the accountancy community. That same community continues to drive our product roadmap.
If you're interested in discovering how Invu could transform the way your practice performs please get in touch using our contact form or call 01604 859893.