Accounting Firms
Our experience in servicing some of the leading Australian
accounting firms has enabled us to enhance our products and
solutions with functionality and integration specific to the
accounting applications, like MYOB Accountants Enterprise
(Viztopia), MYOB Insolvency, and other similar applications used by
accounting firms and other professional services
organisations.
We have designed, developed, customised and implemented products
and other third party solutions to deliver enhanced functionality,
benefits, and integration with existing systems used
by accounting and professional services firms,
namely:
inMailX -
intelligent eMail eXtension for Microsoft Outlook
DigitusNet
- corporate intranet platform
Document
Management - third party document management
solutions
inMailX is an intelligent eMail eXtension for Microsoft Outlook,
providing a rich set of email management and productivity tools to
help users create, file and organise emails, tasks and
appointments; schedule follow-up tasks and/or appointments when
reading/sending emails; convert to PDF and/or compress email
attachments when composing messages; manage corporate email
signatures using Active Directory; deploy corporate email forms,
provide quick text functionality; etc.
We have developed optional inMailX Connectors for
integration with specific applications used by the accounting and
professional services industries. These
inMailX Connectors provide integration with MYOB Accountants
Enterprise (Viztopia), MYOB Insolvency, and any other accounting
applications saving client documents under a client directory
structure.
inMailX Connectors for accounting
applications, provides each member of a team with
the ability to easily save emails in specified folders under
the client directory structure, and have the emails accessible from
inside the client view of the accounting application (e.g. MYOB
Accountants Enterprise) by other team members working with the
client
With inMailX, accounting firms will ensure that
complete email communication with clients is
stored and preserved under under each client file,
rather than being left in each user's mailbox.
inMailX makes it easier for accounting firms to meet
their legal obligations by saving email records of
client specific advice under each client folder. This
prevents important client email communication from being
deleted when staff leave the firm, and their mailbox gets
deleted with all the client emails inside.
Instead of spending hours going through other user's
mailboxes to locate an important client related email, by
storing all emails under the client specific directories you will
be able to find emails quickly and efficiently.
Saving emails under each client file, at the time of
being sent, would ensure that, for any client,
the assigned partner will always know what
the various staff members have been advising their
clients.
DigitusNet is an intranet platform, built for easy internal
information publishing, control and navigation, which
enables users to share, co-ordinate and communicate staff details,
available internal expertise, news, announcements, and electronic
documents. It enables individuals to share and build on
intelligence across departments and between different
locations.
A wide variety of internal information can be stored, streamlining
internal operations and centralising resources for regular use.
Staff details, individual expertise, current news, internal
documents, financial reports, guidelines, resource libraries,
document indexing, company directory can all be fully managed by
the user.
As an internal forum DigitusNet enables and encourages interaction
amongst colleagues. As well as informing day-to-day business
decisions DigitusNet also fosters a sense of community amongst
disparate departments across the business structure.
The aim of DigitusNet is empower staff with the information
and communication tools they need to better achieve their
professional objectives. Staff and client contact details and
professional particulars can be sorted for fast and easy retrieval
and a tiered security structure ensures that specific information
is only visible to those with access.
As more corporate memory is captured through email communication
and electronic documents, more firms are recognising the importance
of a suitable email and document management system for its daily
operations.
Accounting and professional services firms, which generate
a large number of documents and invest valuable intellectual
capital in their content, would highly benefit
from implementing a document management system, such as WorkSite or Worldox.
To fully experience the advantages, flexibility,
features and benefits of our solutions for accounting firms, please
feel free to contact us, and we will be
glad to organize a free demonstration.