5 Reasons Accounting Firms Need a Cloud Document Management System
For modern accounting firms, providing exceptional client service while maintaining rigorous security and compliance standards is the key to success. Clients today are tech-savvy and expect 24/7 access to their documents and anytime communication with your team. At the same time, going paperless is becoming essential for increasing efficiency.
The answer? Implementing a robust, cloud-based document management system (DMS).
Used by over 3 million people, SmartVault provides centralized, secure storage for all your client files, tax returns, financial statements and other critical documents. With features like automated backups, granular access controls, audit trails, robust search and more, a DMS simplifies compliance while enabling seamless internal collaboration and client file sharing.
Here are the top 5 benefits of using SmartVault for your accounting firm:
- Elevate the Client Experience
With SmartVault’s integrated client portal, customers can securely access their files 24/7 from any device. They can easily upload documents, review records, sign forms electronically, and more on their own schedule. This self-service convenience boosts satisfaction and enhances your reputation for responsiveness.
- Maximize Productivity and Mobility
Ditch the hassles of physical filing cabinets, misplaced folders, and wasted time searching for documents. Your team can instantly access any file from any location and seamlessly collaborate across offices. With automated workflows and less administrative busywork, staff stay focused on higher value work.
- Bank-Level Security and Compliance
Financial data requires maximum protection. SmartVault provides bank-grade encryption, granular access permissions, detailed auditing, and other safeguards to lock down sensitive records. Automated backup and retention policies help you easily meet regulations as well.
- Scalable and Cost-Effective
SmartVault’s cloud document management is highly scalable compared to rigid, on-premise systems. You can rapidly provision new users without major hardware/IT investments. And with unlimited guest users, storage, PDF form fills, proposals, eSignatures, KBAs, and more, you can grow without constraints.
- Anytime Data Recovery and Business Continuity
Files are redundantly stored in secure data centers, protecting you from disastrous data loss events. In an emergency, you can instantly access backups remotely and have your business back up and running in no time.
By consolidating documents into SmartVault, a centralized, accessible and tightly controlled DMS, your accounting firm can provide the modern convenience and exemplary service today’s clients demand, all while ensuring bulletproof compliance and security.
Ready to see SmartVault in action? Schedule a demo with us today.
