Document management technology has many benefits and they are applicable tc accounting firms and by extension their clients. Some of key benefits include: 1.Once documents are electronic, back up is relatively simple 2.Finding documents is easy and efficient 3.Customer service is more efficient as personnel can find client's documents while on the phone and directly answer questions resulting ir happier clients 4.Sharing documents is simple with a document management system. Hardcopy sharing incurs more cost 5.Document workflow matching your firm's business processes is simple to install and insures the same process is repeatedly used resulting in productivity gainsprovide your firm (or your client's firm) with the most precious commodity— more time! If you can extend your technology platform to integrate with your other software packages such as accounting system, CRM, email applica- difficult as one would have thought. The lumber company developed a script for their accounting system that allowed them to export the data with the associated image file which was then sent to the home builder.
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