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Abstract: This white paper explores the advantages of adopting a cloud-based Document Management System (DMS) compared to using SharePoint for document management purposes. While SharePoint offers certain features, a Cloud DMS provides unique benefits such as enhanced accessibility, scalability, security, cost-effectiveness, and simplified collaboration. This paper aims to assist organizations in making informed decisions when choosing a document management solution. Introduction: Document management is a critical aspect of modern business operations. Many organizations rely on SharePoint, a ..read more

Cloud document management offers membership associations a range of benefits, transforming the way they work. By migrating from traditional paper-based systems or SharePoint to cloud-based document management solutions, associations can enhance accessibility, streamline collaboration, ensure data security, and reduce costs. In this blog post, we will explore the features and benefits of choosing cloud document management over SharePoint for membership associations. Enhanced Accessibility: Cloud document management enables secure access to files and documents from anywhere, at any time. This ac ..read more

In today’s digital age, how we handle documents and information has evolved significantly. With the advent of Document Management Systems (DMS), businesses, law firms, and professionals can streamline their document-handling processes and enhance productivity. These systems provide enormous advantages, from secure document storage and access to efficient collaboration and electronic signatures. In this blog, we’ll explore the various benefits of a Document Management System and how it can help you revolutionise the management of documents in your working environment. 1. Accessibility Anytime ..read more

For an organisation to be successful it’s not only important to acquire a talented workforce but also to ensure that the talents of the workforce are put to use. Ensuring employees meet expectations and contribute ideas to help an organisation’s growth is vital. One way is to encourage employees by improving employee satisfaction is by reducing repetitive tasks and automating workflows. Automation has become a life preserver In order to keep up with both customer and employee expectations in competitive markets, automation has become a life preserver. In fact, 95% of IT and engineering leaders ..read more

A short definition of the problem We all manage documents during a significant proportion of our working hours, searching through folders for documents or email accounts for email correspondence. A Document Management System can simplify the organisation and retrieval of electronic documents. A DMS cut down the time of search operations considerably. By creating a structured filing system with which your business is familiar, these systems help make it easy to file and archive documents, and you do not have to remember how to navigate to a folder in the file explorer. Validating and approving ..read more

Organising documents accurately and being able to keep them safe for future reference is not only important for your business but there are also legal requirements that necessitate companies keep documents and records for set periods. Although the duration may differ from country to country and industry to industry, managing documents in a professional manner is very important. Among others, financial service providers contend with some of the most stringent regulations when it comes to managing data and documents. These regulations are compounded further by general data protection rules and t ..read more

We are excited to let you know that Docusoft has launched a ZAP!  If you haven’t heard of Zapier, it is the easy way to integrate with 1000’s of web applications! Zapier moves information between your web apps automatically, letting you concentrate on your most critical tasks. Docusoft AddClient ZapWhen a new client record is added in your practice management system, Docusoft’s AddClient Zap will add the same company and contact details to Docusoft’s client manager. This lets you file any new documents directly against the newly created client immediately. The zap will then kee ..read more

Implementing a formal document management system should be a priority for companies in 2022! Every business process is affected by IT, so use it to transform how business information is stored and how records are made available to users and external stakeholders. Establishing a central document repository will enable the efficient storage and distribution of your firm’s documents and records. It will help you organise your business files and make them available on-demand, allowing users to find the information they need; quickly and with minimal effort. A document management system is a vital ..read more

With the ongoing challenges in the tax & accounting industry, many firms are looking for new and innovative ways to improve efficiency in their accountancy practice! Under normal circumstances, accountancy businesses have enough to deal with: • Accountancy is a highly regulated business • There is high competition when attracting and acquiring new clients • It is a fast-moving technology sector • Additional challenges created by Covid and a post-pandemic economy have added further pressures. These numerous challenges offer opportunities for accountants to stand out among the competition, a ..read more