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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?
Requirement to store and index correspondence and documents relating to client matters. Paper records become cumbersome to access and impossible to access once out of the office and recording and storing fact-find, research, reasons for recommendation, quotation and on-going correspondence with customers is central to an IFA’s ability to serve customers well. The extra burden of regulatory inspection also requires customer files to be reviewed, ideally without disrupting on-going business.
How can we help?
DocuSoft iFA template provides a 'fast-start' filing system out-of-the-box. Specially designed for Independent Financial Adviser professionals, the template cuts project and implementation costs and allows the process of moving to a less-paper office as quickly and painlessly as possible. The integration with Microsoft networking and file-system security provides a hugely strong 'vault' for storing of confidential client information meeting FSA and data protection guidelines.
With links with a variety of systems including Microsoft Office and Adviser Office from First software you can have confidence of working with a highly efficient document management solution.
Benefits of DocuSoft
DocuSoft comprehensive document management solution is cost justified because of the numerous benefits it delivers to Insolvency Practitioners.
Significant benefits to Insolvency Pratitioner include:
| Security |
Accessibility |
Protect fees 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 |
Carry client files on laptop
Access correspondence from anywhere.
Powerful search engine
Consistency in case filing
Eliminate misfiling of documents
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| Storage / Efficiency |
Integration |
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Increase productivity and services
Enhances Business Processes
Release expensive Office space.
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Advisor Office - First Software
Microsoft Office Suite
TWAIN Compatible Scanners
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What our client says?
"Let us ensure that you are secure"....Read More
DH,Surrey
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