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 DocuSoft deliver solutions that can save time and money for businesses in all industry sectors. It provides comprehensive email management, powerful paper capture, electronic file capture, storage and retrieval functions which can be seamlessly integrated with back-office systems. It provides customisable search screens, a secure document store where no information can be deleted, and a comprehensive audit trail to maintain compliance.
What are your information management issues?
Accountants have traditionally been very dependent on paper and are well aware of the inherent issues surrounding paper - access to and management of the paper store. In addition email has become the communication tool of choice and therefore creates another source of information, practice management and accounting systems generate a significant amount of client documents, and other documents in a variety of formats are stored on network drives.
Accountancy practices are increasingly 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 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.
How can we help?
DocuSoft provide ICAEW accredited document management software that delivers a single database environment, based on Microsoft architecture, to manage paper, emails, and any electronic file.
DocuSoft is feature rich and includes a fully customisable Accounting template, developed for and enhanced by our Accountancy clients. This allows us to significantly speed up the implementation process and provides very powerful search, retrieval and display options for all client documents, including emails, scanned paper and electronic files.
The DocuSoft solution provides all the functionality required for Accountants to deliver against compliance and data protection regulations. It can significantly reduce storage costs by relieving the dependence on expensive in-house or off-site paper storage, freeing up valuable office space. And it provides a secure and comprehensive audit trail, allowing shared and authorised access to all client files whilst protecting against loss or damage. DocuSoft stores all documents in the native formats and is very easy to use.
Benefits of DocuSoft
DocuSoft comprehensive document management solution is cost justified because of the numerous benefits it delivers to Accountants.
Significant benefits to Accountant include:
| Security |
Accessibility |
Access to files and folders is controlled
All documents are in one location
Backup and recovery is easily managed
All activity is audited
Regulatory compliance is enhanced |
Access to files by a variety of indexing fields
Filing/indexing is consistent
Secure, shared access to every document
Search by content using OCR
Access to all information in any electronic format
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| Storage |
Efficiency |
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Reduce storage
Release office space
Hard copy filing is reduced if not eliminated
Save money |
Eliminate lost time manually searching for files
Increase response time to client requests
Manage and enhance business processes
Increase productivity
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What our client says?
“The introduction of DocuSoft for Accountants has distinctly improved my working life."....Read More
Andrew Bodkin, Haines Watts (Kingston)
“...ability to access all client correspondence from whichever office we are in, thus enabling us to more efficiently respond to queries without having to wait to return to our own office to look up a paper file” ...Read More
Martin Ward, Dodd & Co
“A recent ICAEW QA inspection visit resulted in our practice being given a top mark...”...Read More
Jeff Warin, Conor Warin
“..so get your office in shape with DocuSoft, and join the gym!”...Read More
Kevin Salter, Glover Stanbury
“..So document management, using sophisticated scanning techniques, was the first step in both removing paper and increasing our ability and speed to find documents that we require”...Read More
Keith Graham, Westbury Chartered Accountants
Our Partners
Laest News
DocuSoft announces new Document Management Conversion functionality Read More
Haines Watts Group-wide announcement. Read More
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