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
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 staff 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.
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.
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 organise a free
demonstration.