Secure storage: Unlike paper documents or separate office software formats, an integrated document management solution allows you to easily back up all kinds of data in several locations. In the event of a disaster that takes out your main storage or an inadvertent mistake that deletes a file, information can be easily recovered from a back-up repository.

Embedded Good Practice: As well as secure storage, document management software allows you to embed ‘good practice’ in to the structure of your document storage. By establishing set frameworks for your client’s accounts your system will provide an infallible audit trail for regulatory and business efficiency.

Document distribution: If you hire freelance accountants to supplement your work or you have a standard complementary staff, document management software can help you make the most of your fee-earners. It allows you to share documents between different people whilst giving you full control over access rights, ensuring client confidentiality. It also lets you to monitor the progression of work, minimising delays and ensuring that deadlines are met.

Reduced storage needs: Massive improvements can be made to your working environment if you free yourself from traditional file storage. Accountancy is never free of the need to store records of past business and the problem only increases as time goes on. Document management allows you to continue secure records whilst ridding yourself of the burden of on-site filing cabinets or the hassle of travelling to off-site storage for older records.

Compatibility with Accountancy software: Not all document management solutions have this capability but it is one of the features that can have the greatest impact on your efficiency. By integrating the work you do on software products from companies like Sage, Iris or Digita into your document management system, you can make huge improvements in your rate of work.