Document Management for Accounting
Streamline the Accounting Office
With each passing year, physical storage demands steal productive office space and document retrieval requires more time, more money and more staff. The paper based filing system that met your needs when you started your practice prevents you from delivering outstanding client support, and it may be preventing you from taking new clients.
Future Perfect Solutions helps accounting firms of any size reclaim productivity and lost time. Our solution provides your instant access to all your documents and meet client’s request for information with click of a mouse ease. Our solution is not linked to your accounting software, so you are not tied down to a proprietary system should you need to change accounting software.
Our Document Management for Accounting solution provides a simple to use, cost effective system to streamline your document storage and management challenges. Paper documents are scanned, stored and managed digitally, allowing firms to dramatically reduce costs and improve service. The software we use is the trusted solution for thousands of accountants nationwide.
Read how one CPA firm successfully eliminated paper and improved customer service.
Accounting Solutions for Today's Highly Regulated Environment
Development of compliance strategies to meet the requirements of IRS Rev Proc 97-22, eSign Act, Department of Labor 29CFR-2520 and other regulations can be complex and demanding. Our Document Management for Accounting solution effectively categorizes your records with the appropriate security controls and audit trails to ease compliance burdens and ensure business continuity.
All your documents, emails, hard copy files are logically integrated. Your records are managed according to a retention schedule and plan you establish. The complete records lifecycle is easily maintained from capture to behind-the-scenes storage, to permanent archives and ultimately, for some items, to destruction.
Respond Quickly to Customer Inquiries
The speed of doing business is increasing – your clients expect you to respond quickly to their inquiries and requests for information. When a customer calls in a panic needing a copy of their tax return from 5 years ago, you can find and email the return within seconds and without getting up from your desk.
Security and Disaster Recovery
Our solution helps you establish a method of identifying files so they can be easily located by anyone in the firm and stored in a way that limits access only to those who should have it. Our solution features a progressive security infrastructure that safeguards business data with role based security, administrator controlled permissions and advanced file encryption. In addition, every file is backed up and fully secured so the danger from hacking diminished, you are protected from natural disasters and fire sprinkler mishaps.
Firms with Multiple Offices or Advance Workflow Needs
Our Document Management for Accounting solution helps you control the flow of work through your office, including remote offices, so everyone who needs input into a document can have it and in the sequence needed. You will know who is working on a document, who has worked on it and who is scheduled to contribute down the line. The result is a highly efficient, streamlined process that serves both your firm and your clients well, and assures greater compliance with stringent laws impacting the accounting field: i.e. Graham-Leach-Bliley, SEC 177a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404, IRS Rev. Proc. 97-22 and NASD 3010 and NYSE 342.