For any financial services company or finance department, a client’s financial data is at the heart of its operations, making it crucial to invest in a digital document management system (DMS) and the tools and processes it entails. A good DMS can drastically improve the workflow for accounting firms and clients alike, while reducing the odds of human error and wilful interference. Digital documentation also enables companies to create an electronic audit trail automatically that maintains document accuracy, and clearly records access by person, time and activity, in compliance with industry standards.

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