A lot of people who work in an office are familiar with the filing clerk. This person organizes files and keeps them in order to be available whenever they’re needed. They spend countless hours making sure that everything is as it should be, even in a digital filing system, so that the accountants and management in the office don’t have to do it themselves. Accounting practice software allows offices to keep files organized and in order automatically. The file clerk spends less time keeping things neat and available or may be unnecessary altogether, as is the file room itself.
In this world where every second is important, you don’t want to waste any of them looking for the file you need or going down to the file room to get it.
Accounting practice software keeps everything ordered in a database that you can search with a few short phrases and get what you’re looking for in seconds.
You won’t have to wait for a file if a client needs help in an emergency situation or if they have to change their meeting time unexpectedly.
You’ll be able to search for the documents you need in mobile format or at your desk, giving you the flexibility to do your job no matter where you are.
A file room where servers or paper files are stored can take up a lot of space in the office that can be used for better things, like offices for new accountants or expanding your business in some other way. Accounting practice software stores all of your documents in a secure cloud so that everything is available at the click of a mouse or the tap of a screen. You will never again have to walk down to the file room and look for what you need or deal with keeping a server for your digital files on the premises.
Keeping files organized takes labor hours and that is money you have to spend on a file clerk (or clerks) to keep things in order and keep track of which files are out of the file room. Accounting practice software allows you to keep things organized automatically, giving you the tools to order your files within a cloud-based system that you can access from your desk at home or in the office.
Convenience in Training
There will be less to teach any new accountants who come into your practice because they will all operate off of one system within the accounting practice software. They won’t have to learn how to sign out files or how the organization system works because it will all be within one system that they learn upon entering your office. You can train each new accountant in just a few hours!
Instead of reorganizing your files by hand or combing through a digital database every time you want to update your system, you can simply update your accounting practice software and rest assured that your data will be integrated into the update. You won’t have to shut down your filing system for maintenance for an entire day and you’ll still be able to access everything you need.
Easy Client Tracking
Track the work your accountants are doing in an instant with the reports generated by your accounting practice software. See which of your employees is bringing in business that keeps coming back and who needs to work on bringing in more. You’ll be able to see where you stand with easy searching and include notes and memos in client files for those who are working on them.
Ultimate Client Service
When you order your client files well and reduce the time it takes to administrate, you’ll have more time, money and space to service your clients better than ever. Your accounting practice software will allow you to expand your business, give your loyal clients more, and make sure that the best accountants are assigned to the most important clients, giving you the tools to provide ultimate client service and ensure that your practice flourishes.