We all hope for lockdowns to end soon and life to go back to normal by the summer. We will not miss the isolation and closed pubs but we might fall in love with some of the tools that made our professional life possible. Digital signatures are an example of such a tool which has […]
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 […]
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 […]