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ACCOUNTING
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Industry trends are changing the face of managing client records within
the public accounting firm.
- 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.
- 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.
- 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.
- The
growing perspective of the work product as intellectual capital has
increased the need for a comprehensive method to inventory and
control records.
- 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.
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