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Accounting and bookkeeping

38 articles tagged with "Accounting and bookkeeping"

Accountancy DMS Balancing Act: Access Vs Security In Client Data

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 โ€œon demandโ€ fashion. On the other, youโ€™re bound to handle this data in a compliant [โ€ฆ] Read Moreโ€ฆ

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Document workflow automation using MyDocSafe

Document workflow automation using MyDocSafe

Document Workflow automation ย  In this article I would like to explain how MyDocSafe helps automate document workflows. ย  Definitions Letโ€™s start with definitions since here we use a number of terms that may not be obvious. ย  Workflows. Workflows can mean different things to different people.ย  I will define workflow as โ€œa number of [โ€ฆ] Read Moreโ€ฆ

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