Accountants document management system

As an accounting firm, you handle paper documents from hundreds of clients. Usually you store them in drawers, filing cabinets, desks and computers. Even if you have good storage practice, their volume keeps growing. It is a hassle whenever you want to find a particular document.

How can you overcome this? The answer is document management system. But off the shelf document management systems have some inherent problems.

What is the problem with off the shelf document management systems?

Document management systems are NOT exactly designed with accounting firms in mind. They are built for a general purpose for several industries and so with lots of features. (Many of them are not really useful for accountants). Often you end up buying a cumbersome system which is difficult to use.

They are typically designed for desktops. With the software upgrades, patches and maintenance it becomes prohibitively expensive. So we have thought of an affordable alternative solution. That is online document management system. System specifically designed for accounting firms.

Online document management system (Designed for accountants)

One-click windows style file up-loader
Full featured paperless office solution
24/7 on-line access, fully managed with back-ups

You can control the system including creating users, their access and much more. Access to multiple clients and colleagues can be easily created. All of them will be assigned a unique log-in and will be allowed to access their individual documents.

You can also send documents to us (or any third parties). We will stay completely in the background working under your instructions. All the access, mails and reports will happen under your own company name and brand. Besides setting up the system for you, we will also manage the system.

Some features of the DMS

Centralized files and documents with windows explorer style folders
128 bit encryption with USA based servers
Multiple user groups & access controls to ensure absolute security
Easy search and retrieval of documents
Share documents with clients, colleagues and others using web browser
Industry standard software technologies - .Net and MS-SQL

How much does it cost?

For storing record for every 100 clients the price is just £50 per month. (You get upto 10 GB of space or approximately 50,000 pages). This price is a great bargain when you consider other commercially available general purpose document management systems.

Alternatively, just spend a minimum of £1000 per month on our accounting outsourcing services and get the document management system for free. It is too hard to believe. Isn’t it? Sign up to find out.

Next step: Book an online demo of DMS >>

“We were convinced that it will not work…”

I have been discussing about outsourcing with my partners for the past few years. But, all of were concerned about communicating with a company 1000's of miles away. Finally we gave it a try. We all were silently convinced that it will not work.

But we were made to eat humble pie by Integra's excellent team. It is easy for us to communicate with Integra than our clients. They are always with us on instant message or just a phone call away. They are our trusted allies. Now all of us wish we had known them before. Our aim is to hide Integra, from our competitors.

Mark Peasley,
Accountant, Kent

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Virtual accountant – How to get it right?

Virtual accountant for UK businesses and accounting firms, give an added dimension to cutting costs and growing business. Though using virtual accountant has lots of benefits, there are good chances of the experience turning out to be very frustrating when you don’t get it right. How to get it right?

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While deciding to use the virtual accountant for your business, then you must clearly decide weather to go for an individual virtual accountant who is geographically closely located to you or if this does not matter. If geography does not matter, then it is better to go for a company that provides virtual accountant, than an individual virtual accountant. This is because, as individuals they will have limited scope for expansion and often there is no backup or additional hands to review and quality check the work.

Virtual accountants from Integra work from our offices in India and none of our virtual accountant work from home. This way we will ensure that the work produced by one virtual accountant is reviewed by another person before it reaches you. Also it gives tremendous scope for you to add in more heads during busy period of business. You can also assign the jobs on the fly, without having to worry about the work load of your virtual accountant.

If geography is very important and you want the virtual accountant to be able to visit you in person, then better go for some one near your offices. The rates could be more expensive, as you have to pay the local rates. But you can still save on the overheads. If you analyse your requirements properly and then plan, you will definitely get it right.

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