EDM Pack Accountants
The solution integrates a preconfigured filing plan for the firm’s core activities, meeting the requirements of the Conseil Supérieur de l’Ordre des Experts Comptables (French equivalent of the National Association of Chartered Accountants), a secure extranet for your clients, an automated storage engine for documents created by your production systems, your scanners, emails sent or received, all fully configurable and accessible via a web browser.
This package meets the needs for electronic document management by client directory for accountants working on one or more site and off site. Thanks to the input from several accounting firms of all sizes, the EDM Pack Accountants turns out to be the reference EDM in the profession. It provides designed ergonomics, automated document classification, functions of cooperation, exchange and collaboration with clients, generation of significant productivity increases, etc.
Furthermore, the French Accountants professional association "IFEC" has referenced EDM Pack Accountants as the first choice EDM software for accounting companies.
This package meets the needs for electronic document management by client directory for accountants working on one or more site and off site. Thanks to the input from several accounting firms of all sizes, the EDM Pack Accountants turns out to be the reference EDM in the profession. It provides designed ergonomics, automated document classification, functions of cooperation, exchange and collaboration with clients, generation of significant productivity increases, etc.
Furthermore, the French Accountants professional association "IFEC" has referenced EDM Pack Accountants as the first choice EDM software for accounting companies.
EDM Pack Accountants
It helps you with the filing of all your client or in-house documents, collaboration and information exchange in real-time in your different offices. Thanks to a secure and powerful platform in SaaS or licensed mode, you have the advantage of a system that offers new services to your clients. Through the EDM Pack Accountants, you can meet the following challenges:- Find the relevant information for better use of information
- Organise inventories and flows of past, present and future documents
- Share and distribute your client directories to your staff and clients
- Dematerialise, manage and archive documents and their metadata within your firm
- Automatically file your documents, editions, scanned documents and emails...
In order to meet your strict constraints in terms of security and data control, Knowings offers this solution in Licensed mode or in SaaS (Software as a Service) hosted mode for firms that want to focus on their core business, or that do not have the technical resources necessary for daily management of their platform and servers. In both modes of use, licensed or SaaS, the functional and technical scope is identical.