Defining the problem: life without the right document management system for accountants
Typically, the most complimentary things we hear accountants say about their practice’s current Document Management system (DMS) are: “It's all right” and “It does the job.”
Many practices describe document management as among their most pressing problems:
Consumes a significant amount of time filing and retrieving documents
Presents a GDPR nightmare, along with governance and security concerns
Application switching throughout a user's workflow, with a lack of clarity as to what needs to be filed and where it ought to go
Lack of out of the box user experience
Traditional practices still have a series of file servers, with a complicated historic folder structure to match.
That’s why you need to explore a more specific solution: a document management system for accountants that enables full functionality, productivity and efficiency.