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 […]

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Client onboarding in the time of a pandemic

Coronovirus forced a lot of professional services firms to rethink the way they onboard their clients.  Due to social distancing rules, face-to-face interactions are no longer the preferred way of conducting KYC checks, renewing contracts or selling.  These processes have to migrate online for a business to continue growing and retaining its customer base.   Digital transformation is […]

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