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Accountants
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.

Security
  • View Activities with a full audit trail
  • Controlled access to files and folders
  • Central location for files
  • Backup and recovery is easily managed
  • Regulatory compliance is enhanced
Accessibility
  • Carry client files on laptop
  • Access correspondence from anywhere.
  • Powerful search engine
  • Consistency in case filing
  • Eliminate misfiling of documents
Efficiency / Storage
  • Increase productivity and services
  • Enhances Business Processes
  • Release expensive Office space.
Integration
  • Major Accounts Production Application
  • Microsoft Office Suite
  • TWAIN Compatible Scanners

What our clients say?

“The introduction of DocuSoft for Accountants has distinctly improved my working life." Andrew Bodkin, Haines-Watts (Kingston)

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“...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” Martin Ward, Dodd & Co

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“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” Keith Graham, Westbury Chartered Accountants

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“..so get your office in shape with DocuSoft, and join the gym!” Kevin Salter, Glover Stanbury & Co

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“The use of technology in the office has significantly increased the efficiency of our practice...” Sean Farnell, Burgis & Bullock Chartered Accountants

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“Maybe not paper-less, but very much ‘less-paper’, all thanks to the use of...” John Wells, Mossgroves LLP

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“A recent ICAEW QA inspection visit resulted in our practice being given a top mark...” Jeff Warin, Connor Warin Chartered Accountants

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Latest News
DocuSoft announces new conversion functionality Read More
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**The Institute of Chartered Accountants in England and Wales has accredited this software under the terms of its Accreditation Scheme. Purchasers should ensure that the software, its security features and related support meet their own specific requirements, as the Institute will not be liable for any damage whatsoever, incurred by any person, occasioned by the use of the software, or any related products or services howsoever caused.