Post Pandemic Business Operations: What’s Changed Forever? Even as life, for many of us, returns to relative normality, the aftershocks of the global Covid-19 pandemic continue to be felt within the professional sphere. In the space of a year, the way that we work was completely deconstructed and reassembled. As a result, certain expectations and […]
Accountancy DMS Balancing Act: Access Vs Security In Client Data
As accountants and bookkeepers, you walk a tightrope. Every day you deal with engagement letters, annual reports, payslips, payroll reports and more. On one hand, you want to give your clients easy access to their data, in a clear and “on demand” fashion. On the other, you’re bound to handle this data in a compliant […]
Document workflow automation using MyDocSafe
Document Workflow automation In this article I would like to explain how MyDocSafe helps automate document workflows. Definitions Let’s start with definitions since here we use a number of terms that may not be obvious. Workflows. Workflows can mean different things to different people. I will define workflow as “a number of […]