1542Finance and Accountancy Briefings

Document Management

Found 26 briefings

Document Management

Going beyond the basic client portal: Six things a client portal should do for your accountancy practice

For an accountancy practice, client portals offer significant advantages over email and public file-sharing websites. This short guide explores 6 things you should expect your client portal to do for you and your clients.

Company: CCH, A Wolters Kluwer Business | Published: 18 June 2014 | Business Area: Practice Management

Rating: 1 person found this useful

Document management uncovered

Document Management is one of the easiest and most effective ways of reducing costs. Document management not only has the potential to deliver a good ROI, it is also relatively affordable. If your organisation has not already adopted a document management system, this guide is for you.

Company: Exchequer | Published: 03 February 2014 | Business Area: Document Management

Rating: 1 person found this useful

CCH survey: What SMEs expect from their accountants?

What online services are accountants already providing their SME clients? What more do these clients want and when do they expect it to be available? Read a summary of our survey results to find out - some findings may shock you!

Company: CCH, A Wolters Kluwer Business | Published: 06 March 2013 | Business Area: Finance and Accounting

Rating: 26 people found this useful

IRIS OpenApps solutions help Bon Accord Accountancy to improve efficiency and communication

This case study looks at Bon Accord Accountancy Ltd's use of IRIS OpenApps solutions. Martin Watt, a Partner at Bon Accord says “We’ve experienced a 50% increase in fee income over the past year, a large part of which can be attributed to using IRIS OpenApps solutions.”

Company: IRIS | Published: 15 November 2012 | Business Area: IT Products and Reviews

Webinar: IRIS OpenDocs - the key benefits of going paperless

Considering a document management solution? This webinar highlights the key benefits of IRIS software, including seamless email management and new document retention control. Find out how you can save time, space and money. Required software for this webinar: WebEx Player and Java.

Company: IRIS | Published: 24 September 2012 | Business Area: Document Management

Enterprise Performance Management for SMBs: Aligning People, Process and Tools to Ensure Success

True enterprise performance management is not just about leveraging data and analytics technology to drive business performance, but about aligning people, processes and tools to achieve strategic objectives. This paper looks at how SMBs can improve decision making by accessing the right data.

Company: Prophix Software | Published: 17 September 2012 | Business Area: Business Performance Management

Rating: 2 people found this useful

IRIS Software Group launches IRIS OpenSpace, a cloud-based file sharing solution, available free to all UK accountants and their clients

IRIS Software Group, has launched a new cloud-based product, IRIS OpenSpace, to help accountants work more collaboratively with their clients. The file sharing system is designed specifically for accountancy practices, to help them access their documents anywhere and securely share documentation.

Company: IRIS | Published: 10 September 2012 | Business Area: Document Management

When time is money, how much does information retrieval cost your practice?

Electronic document management improves efficiency, profitability and client service in accountancy practices. This whitepaper outlines the benefits and implications for practices' who may consider going 'paperless' with IRIS OpenDocs.

Company: IRIS | Published: 23 August 2012 | Business Area: Document Management

iXBRL survey: one year on

This paper from CCH looks at the findings of their tax and accounting survey, and how iXBRL has been received in its first year.

Company: CCH, A Wolters Kluwer Business | Published: 09 March 2012 | Business Area: Finance and Accounting

Rating: 7 people found this useful

Weseminar- Closing the loop on records management and data security risk

Here, Iron Mountain prvide a registration form to join their upcoming webseminar about document management and data flow.

Company: Iron Mountain | Published: 07 March 2012 | Business Area: Finance and Accounting

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