… from onboarding, to accounting and tax, and beyond
The problem: Accountancy firms struggle to drive a fluid flow of information around their organisation. This can become worse when team members and clients want information on the go. Their technology is often unlinked, and processes can be both manual and inconsistent.
The solution: Cloud-based workflow solutions are able to communicate, share, approve and signoff on information/documents and more – all in a paperless environment. This could be from client onboarding; to managing their compliance needs; through to analyzing client information to provide more valuable, forward-looking, services.
These tools provide accountants:
Ease of access
They don’t require accountants to be in a specific location or environment, and information can be available on any device – mobile or desktop.
No upfront or high overheads
With the cloud there is no pricey, one-time or high overhead cost. It’s a ‘pay as you go’ model.
Low monthly access fees
You can access the appropriate resources for your need at an appropriate monthly fee. You’re not spending excess money on superfluous accessories and applications.
Cloud tools are ‘responsive’ to a practice’s needs
This model allows for constant upkeep and improvement. Moving away from a hosted solution means that clients can expect good service and improving product features.
The outcome
As you look to transform your accounting practice, look for an affordable, flexible and scaleable digital transformation tool.
One Paper Lane is helping accounting firms of all sizes digitise workflow and automate their client work, with little coding required and deployed rapidly. Data and real-time analytics can then be accessed to improve business performance.
Who we are and what we do
We are One Paper Lane, the digital process automation and collaboration platform of the future. We are launching in the UK at Accountex on stand 490.
Our technology will enable you to streamline, automate and improve your processes. It can work together with your existing software, apps and tech tools.
We have already helped accountancy and other professional services firms increase productivity and improve both the client and team member experiences.
Visit us and our UK partner, practice advisers Foulger Underwood, at Accountex. Alternatively, for more details, contact Julia Whistler at [email protected]