Document management software has to cater to the needs of the accounting professional, but in many cases it also needs to take the client into account, as well.
Because so many documents originate with the client, the software has to be easy to use, or firms will find themselves with noncompliant customers.
Hounding clients for receipts, invoices and forms is arguably an accountant’s least favorite task, so convenience and attractiveness is the No. 1 reason the three firms below selected their document management solutions.
Read the Accounting Today story here.