Document Control System
for Accountants

Micro Minder’s document control system for Accountants enables you to control both paper and electronic documents resulting in a more efficient organisation and reduced costs.

Storage requirements (and associated costs) for paper just keep growing, and many hours of expensive staff time is spent looking for documents that have been physically misfiled, 'lost' under a pile of papers on someone's desk or just plain lost.

Micro Minder’s document control system provides a secure method of distributing documents to authorized staff and clients when appropriate. It enables you to manage millions of documents and retrieve the one you need in seconds. It lets you share documents while protecting confidential information.

The system conforms to the way you work, rather than forcing you to change. It allows you to e-mail or fax files with the click of a mouse. Archival and retrieval of documents is a smooth process instead of a chore. Accounting firms can use Laserfiche software to combat identity theft, improve organisation, and serve clients faster whilst providing an easily-portable record of their financial history.

All client letters, correspondence with the Inland Revenue and tax offices, support documents for accounts and balance sheets are stored, automatically indexed and made available for rapid retrieval. With the automatic audit trail facility, complying with FSA and other regulatory bodies becomes much simpler.

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AVN Picktree, offers accountancy and business services to owner managed and family-run businesses across Hampshire and Surrey and has over 150 clients on its books.

Managing director, Richard Peet has the following to say :

“The system is working extremely well. It is an efficient and painless way to store all our documents and its introduction has been completely snag free. It is pretty fool-proof as the search options mean that even if a document is accidentally put in the wrong file it can still be found pretty quickly. It has definitely improved our efficiency and made life a lot easier for us all. I would certainly recommend it.”


Download
the AVN Picktree case study