ScanningDocument Management for Accountancy with Invu
We know accountants generate lots of paper. Internal documents and client files vie for space in over-filled filing cabinets, on desks, in in-trays and inconsistently-labelled computer files and even, less securely, in the boot of cars! Locating and retrieving them is time-consuming, which affects both the efficient running of the practice and the quality of customer service offered. In addition, space within the office is wasted and often costly off-site storage is sought for unused records which must nevertheless be kept for the requisite 7 years. Accessing these, should the need arise, can prove extremely difficult at short notice, particularly when more than one person needs to see the file.
Invu creates an infallible audit trail and integrates seamlessly with SAGE, IRIS and other accounting programs. Accredited by the Institute of Chartered Accountants in England and Wales, Series 6 helps accountants provide their clients with a faster, more accurate service, improving productivity and making regulatory compliance easy. What’s more, you need never worry about files getting lost, damaged or tampered with: everything is stored safely, made easily available to authorised staff, and old versions of documents are automatically saved whenever a file is updated.
Now there’s a formula for financial success.
Haslers
Leading chartered accountants, Haslers, streamline processes with Invu’s Digital Document Management System
BHG Case Study
BHG Chartered Accountants turn to Invu for document management