How Accounting Firms Benefit from SharePoint Use
Jan
11
Written by:
1/11/2012 9:19 AM
Provide client and project-centric views of information from multiple sources
It’s no secret that CPA firms handle large quantities of electronic and paper documents. The need to process them efficiently as well as retrieve them when required is key for firms to stay competitive. There are best-of-breed solutions for niches (tax, audit), but using a niche product can lead to silos of information and prevent a holistic look at data.
The biggest goals of the CPA firms we have spoken with are as follows:
- Increasing the ability to be in compliance
- Reducing the amount of labor involved in storing and handling documents
- Reducing the storage space required for paper documents
- Allowing employees to collaborate and work remotely
Many firms find themselves seeking a robust document management system that far exceeds what comes with the niche solutions.
They need a solution that can:
- Provide a method for putting the documents into a defined workflow
- Maintain a repository of electronic documents
- Provide a mechanism for securing the documents
- Supply audit data providing the required information
- Comply with regulatory requirements (retention, back-up, security)
- Integrate with other software solutions being used
Microsoft Office SharePoint Server can help firms leverage information from their line–of-business applications and provide a flexible delivery mechanism. SharePoint enables them to provide information to firm members so they can better provide services to their clients. This integration allows CPA firms to function in a more unified, professional manner—as well as finding information quickly.
If you are interested in finding out more about how SharePoint can help your CPA firm, contact us via email or by phone at 585-466-4662 to find out more.
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