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782Finance and Accountancy Briefings

Document Management

Found 32 briefings

Document Management

Managing without Excel: Consulting firm Quintiq makes the switch to improve company-wide visibility and efficiency

Previously, contract management at IT company Quintiq was mainly based on Excel. However, with rapid growth the situation would become untenable in two or three years' time. This article examines how Quintiq remodelled its administration and the key requirements addressed during software selection.

Company: Deltek | Published: 11 April 2013 | Business Area: Project Management

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: 27 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 Accountancy Solutions | 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 Accountancy Solutions | 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 Accountancy Solutions | 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 Accountancy Solutions | Published: 23 August 2012 | Business Area: Document Management

How to Improve the Speed and Accuracy of the Financial Close

In this paper, AutoRek look at the ways in which your company can improve its financial close.

Company: AutoRek | Published: 10 July 2012 | Business Area: Finance and Accounting

Rating: 2 people found this useful

10 FATCA Facts All FFIs Must Know

In this paper, AutoRek discuss the 2013 implementation of FATCA, the US Governments Foreign Account Tax Compliance Act. They provide 10 key things you should know in order to ready your business, and achieve compliance.

Company: AutoRek | Published: 26 March 2012 | Business Area: Finance and Accounting

Rating: 6 people found this useful

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: 10 people found this useful

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