Interwoven Solutions for Accounting Firms
Interwoven helps accounting firms of all sizes improve productivity, comply with regulations, and enhance client service. Interwoven solutions manage content across the firm and provide full visibility into client engagements in a centralized, shareable workspace. Interwoven solutions are currently used by over one-third of the top 30 U.S. accounting firms, half of the top 20 Australian accounting firms, and other leading firms globally.
* Improves efficiency and productivity with firm-wide Document Management
* Provides a mobile workforce with anywhere, anytime access to client files
* Enforces firm policies to minimize risk and ensure business continuity
* Enhances customer service with secure client portals
Accounting firms can't afford to do business the old way
Accounting firms face a number of obstacles to improving the bottom line and providing excellent customer service. Among them are the increasing number of regulations, a shrinking professional workforce, and an explosion in client-provided content and e-mail. In addition, distributed and mobile workforces make costs, compliance, and quality more difficult to manage. Once the engagement is complete, there is also the challenge of managing the long- term storage of client information while maintaining easy access to it.
Interwoven helps firms do more with less through electronic client files
Interwoven Solutions for Accounting Firms give accounting professionals an easy, cost-effective way to manage, access, and share critical information. A centralized workspace, accessible from desktops, laptops, Web interfaces, and mobile devices, provides comprehensive document management capabilities and visibility into current engagements. An electronic client file provides a common work area and a unified view of all content pertaining to an engagement, including documents, e-mails, and scanned paper. In addition, clients can be granted secure encrypted access to their tax returns, financial statements, and reports over the Internet 24x7 through a client portal.
* Improves efficiency and productivity with a paperless office
* Provides anywhere, anytime access to a unified view of client content
* Ensures business continuity with views into past engagements
* Supports mobile workforces with online and offline access
Easier to comply with regulations
A secure archive for content both during and after engagements makes it easier to comply with retention policies. Integration with work paper management and other accounting applications makes it easy for users to access and manage client content.
Easier to access content for tax and other practice areas
A work-in-progress repository for content during engagements, plus integration with Microsoft Office and tax applications, makes it easy for users to access and manage client content
Easier to drive archival and disposition policies
Policy-driven processes help you manage closed client engagements and older documents. Firms can migrate and keep older content available while maintaining security and activity audit trails. Firms set and execute retention policies for final content disposition or accession.
Promotes consistent, firm-wide practices
Manages content in a consistent manner based on firm policies and best practices with firm-wide applications, including client portals, knowledge repositories, intranets, and workflow.
Interwoven helps accounting firms of all sizes improve productivity, comply with regulations, and enhance client service. Interwoven solutions manage content across the firm and provide full visibility into client engagements in a centralized, shareable workspace. Interwoven solutions are currently used by over one-third of the top 30 U.S. accounting firms, half of the top 20 Australian accounting firms, and other leading firms globally.
* Improves efficiency and productivity with firm-wide Document Management
* Provides a mobile workforce with anywhere, anytime access to client files
* Enforces firm policies to minimize risk and ensure business continuity
* Enhances customer service with secure client portals
To View Interwoven Live Demo of the Solution for Accounting Firms, Click Here Interwoven Products for Accounting Firms
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