Accountancy Workflow Software | Finance Workflow Software

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Finance Workflow

We have spent time talking to UK accountancy practices, to try and understand the
technology issues they face. We have found that many would like to find ways of improving
the way they work but are lacking the time or resource to do so, often fearing that there will be
big financial implications.

Security and compliance are also common issues in the sector - recent research found that 45% of
people working in accountancy firms are at risk of IT theft*.

Introducing Finance Workflow - our secure email, archiving and collaborative work solution

Take advantage of the latest Microsoft SharePoint and Exchange technology, on our Software as a Service (SaaS) platform, so that no capital expenditure or specialist technical knowledge is required.

Our Finance Workflow package is specifically designed for accountancy firms that want to keep ahead of their competition, providing improved access to information, reduced costs, increased productivity and enabling a delivery of a better customer experience by clients.

5 Microsoft Hosted Exchange 2007 mailboxes - 14 Day trial 5 Microsoft Outlook 2007 licenses with 4GB storage per mailbox Microsoft Hosted SharePoint 2007 for up to 25 users with 2GB storage - 14 Day trial MailSafe Email archiving solution Advanced Anti-Virus and Anti-SPAM protection Just £99.49 ex VAT per month

Request a call back to discuss your tailored solution

How SaaS technology can help Accountancy firms

Safeguard reputation
In the fiercely competitive environment of financial services, success depends on reputation. Efficient knowledge management is key to ensuring that whatever other challenges a business faces, its reputation for compliance and trust is not challenged. Finance Workflow introduces information flows and collaboration areas to enable financial firms to manage documentation more efficiently.
Cut costs and free up resources
Email has become the major tool for business communications, but managing emails is extremely resource-intensive. Business emails are business records - they must be secure, reliable and accessible. Managed services such as Finance Workflow put email administration in the hands of experts, so costs are kept low and internal IT staff can focus on more profitable tasks.
Improve customer relationships
Financial services customers are increasingly knowledgeable and have a growing number of choices. They expect higher levels of products and services, and are happy to switch providers if they are not satisfied. In order to attract and retain more customers, financial firms need to offer unique, differentiating products and services. Information management can give advisors a full picture of each customer's needs and help to bring products to market quickly.

Aid collaboration across borders and offices
Whatever the structure of your business, workers need to collaborate closely to maximize productivity and ensure efficient, effective service to customers - often from different locations or between client sites. Finance Workflow helps you improve business processes and workflows using templates to help you customise areas for specific tasks relevant to your business, e.g. Board of Directors, Compliance Process, Equity Research and Request for Proposal.
Improve compliance
The financial services industry is rife with regulations. Audit trails are crucial, and all communications need to be recorded, and archived in a way that preserves their integrity and makes them accessible. Finance Workflow ensures that all of your emails are backed up and archived in their original format, helping you with audits and compliance.
Preserve uptime
Customers quickly lose patience with a sporadic service and when it comes to trading, delays or interruptions are a serious challenge to competitive business. That's why all our SaaS products are supported by a standard 99.9% Uptime Service Level Agreement and access to 24/7 telephone support.


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Click here to view the full Citroën case study.

Click here to view the full Hames case study.