One thing that was much easier in the days before laptops, emails, shared servers and the Internet, was filing. There were pieces of paper, and you put them in a drawer. Document Manager restores the simplicity of those long forgotten days of straight forward filing, pulling all the modern communications of today neatly together.
*Please note, an active subscription to Microsoft Office 365 is required.
The floor space you’ll save using Document Manager in your office is just the beginning. Every single soft and hard copy is stored in one single, electronic location, which is user friendly and easily accessible to even the most non-tech savvy of staff. And the super-quick, super-simple search function optimises your office efficiency.
With Document Manager underpinning your filing system, every piece of information, every set of data, every email conversation and every date is easily accessible with the touch of a button. So too are things like document templates and standard text, which promotes consistency and efficiency in your communications.
Traditionally, creating templates is difficult and time-consuming. With Template Manager, this is a thing of the past. Now you can increase productivity and produce documents in seconds with an easy-to-use template builder.
One of the most painful things is to record emails and attachments sent by a client. Mail Manager allows you to file emails against a client with a single click and more.
Reduce the cost of scanning and filing physical documents – simply save them to the cloud! The documents upload automatically in the background so you can keep on scanning, meaning a single staff member can file thousands of documents in a single work day.
Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.
You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.
Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.
Learn more about Practice Manager, Intranet, iFirm Documents, Document Manager, Contacts and eMarketing.
Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.
From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.
Learn more about Tax, Client Accounting, Web Manager and Client Portal.
Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.
Call us toll free on: 0800 94 65 35
or click here to send us an enquiry.
