One key challenge facing accountants today involves modernising the practice to meet the needs for “Knowledge Sharing” and “Streamlining Processes”. The platforms required to deliver on these include Portals, Document Management Solutions, Customer Relationship Management (CRM), Workflow, Optical Character Recognition (OCR) searches, Document Controls, etc.
Docusoft deliver a suite of solutions for accountants to address these requirements and improve operational efficiency, enhance internal procedures and controls, and ultimately save money.
- Docusoft’s ICAEW Accredited Document Manager is a complete solution to capture, manage, secure, search and distribute (workflow) any document in any format. The benefits include savings on office space, increased efficiency, process controls, etc.
- Docusoft’s Portal provides a secure environment for 2-way document delivery and electronic approval processing. It is offered standalone or integrated with the Document Manager and will significantly speed up document approvals.
- Docusoft’s PDF Merge provides simple functionality to merge many documents into a single PDF. The newly created PDF can be emailed (with optional password protection) or published to the Portal.
- Docusoft’s new CRM Suite includes User Calendars, Task Management, Contact Management, Database Management (User Defined Fields), and a MailMerge facility. Together with the Docusoft Document Manager it delivers a comprehensive solution for contact, document and task management.
- Docusoft’s Accountancy Tools are a set of modules for generating quotes, tax tools and tips, and standard forms and letters.
To find out more and to see how we can benefit your practice, please contact us Tel: 0800 061 2515 firstname.lastname@example.org