We deliver complete solutions for bar coding, file tracking, color coding, records management, and records retention.

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Industry trends are changing the face of managing client records within the public accounting firm.
  1. The growth and globalization of the firm’s client base has increased the number of offices in which records for a specific client are housed.
  2. The growth in specialization of services has increased the interchange of staff among offices, and the need to access records information housed in multiple offices.
  3. The rapid growth in size of offices has increased the volume of folders and dramatically increased the difficulty of managing, controlling, and locating important file folders.
  4. The growing perspective of the work product as intellectual capital has increased the need for a comprehensive method to inventory and control records.
  5. An increase in the use of the work product as a reference source has created a need to be able to identify and locate records by client, file type, and descriptions of contents.

Records Associates addresses these needs with an integrated solution:

  • Flexible configuration allows records to be classified in terms of client, engagement, division, department, file type, partner, manager, tax/audit year, fiscal year-end, and office.
  • Bar code scanning automates check-in, check-out, and archiving.
  • Internet tools allow staff to search and request from client sites.
  • Active file tracking saves professional staff time.
  • Support for multiple offices on one shared system reduces cost.
  • Software applies standards across all departments and offices.
  • Firm-wide access to data enhances regional, national, or global Account Management functions.
  • Use of client/server databases, like SQL and Oracle, accommodate larger capacities with fast response over wide areas.
  • Powerful search tools allow all fields to be searched using keywords and boolean logic.

Please browse through our client stories for more information.