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Document management is key to the efficient workflow within any practice. |
So you’ve chosen the cloud through a hosted desktop to enable you to concentrate on your practice, giving you the ability to work anywhere, but you’re asking yourself the question of: ‘What do I do with all the hard copy paperwork?
Here at Hosted Accountants we have teamed up with Lindenhouse Software, who develop and implement their own market leading document management solution for accountancy practices across the UK – Virtual Cabinet. This combination will provide accountancy firms with a cutting edge document management solution sat on a secure hosted desktop. Virtual Cabinet is a fully integrated document management system with full version control and audit trail to provide peace of mind for those wishing to destroy their paperwork and create a paperless office while adhering to standards for legal admissibility. Virtual Cabinet through a hosted desktop will enable you to be anywhere in the world to have quick access to your post through secure and efficient post distribution. Post routing to in-trays allows fast audited distribution of daily documents. Documents can be simply dragged and dropped into other individual/group in trays and an additional “Sticky note” can be added for comments.
Whether you are running a hosted desktop with Iris, Sage, Digita, CCH or Star to name but a few, Virtual Cabinet offers seamless integration to capture and control all documents. Users can index, retrieve and share information such as emails, Word, Excel, post and scans centrally from their current core application, which is in the hosted desktop environment with just a click of a button. All the integrations are designed for ease of use, enabling users to become more productive in a matter of minutes.
Using ground breaking technology you can help your accountancy practice to not only save time and money but also leverage the cloud to further improve efficiencies. Virtual Cabinet has a fully circular integrated client facing Portal. Virtual Cabinet document management users are able to publish documents to clients notifying them via an email address. The document is securely uploaded to a hosted environment and an email notification sent to the client advising them that there is a document for their attention. Clients are then able to access and view documents published to them via the portal website. The Portal even allows your client to sign-off documents that need approval with a fully legal digital/electronic signature, which once approved by them, delivers it straight back to your in-tray in Virtual Cabinet. No need for hard-copies in the post anymore. All these things combined give your practice and your clients an easy to use, state-of-the-art experience that truly represents ubiquitous access to world class customer service. To read about how a mutual client of Virtual Cabinet using the integrated Portal through his hosted desktop completed this years tax returns using electronic sign-off, click here.
You can arrange a free demo to gain a thorough understanding of how the Virtual Cabinet software works on the hosted desktop. Alternatively please contact us on 0800 440 2282.