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.
About The Author
Providing insight into technology and innovation in the legal, accountancy property and consultancy sectors. Alternative Insights brings together news, commentary and thought leadership about digital transformation across the entire professional services industry. We collate industry stories on innovation, technology and transformation in the legal, accountancy, management and property consultancy sectors, giving you access to the latest thinking about tech and innovation in the professions.
September 27, 2019
June 7, 2019