The movement toward all-electronic bookkeeping continues to simplify life for accountants and their clients. Aside from conserving physical storage space, the electronic approach enables accountants to work with their clients remotely and to achieve better communication and customer service with them. By nature however, an accountant’s work requires special attention to certain things like confidentiality and security when handling client records. Therefore, a safe and reliable system for exchanging electronic data between both parties is imperative.
You and your clients can access accounting records at any time from any location. Clients can even view their files directly from their Web browsers without the need to download them.
Only authorized persons have access to your files. You always maintain control over your content by determining the level and duration of access to each file for each user.
A single subscription is all you need for all your data rooms. You don’t need a dedicated computer to manage files. There’s no hardware or software to purchase, and nothing to install or setup.
Data encryption, intrusion prevention, automatic data redundancy, access-rights management, and SAS 70 Type II-certified protection keep content safe.
Having noted the steady rise of electronic information-exchange with their customers, associates at votrecompta.com decided to leverage this service to its fullest and take advantage of its benefits.
With ftopia’s solution, the firm now has a separate data room dedicated to the permanent disposition of each client, and each client can add his or her own accounting records as necessary. Remote employees are able to safely access and work on company files from any location with an Internet connection.
Dematerialization is a strategic issue for the accounting profession. With ftopia, we are able to approach it with confidence.
With the need for such great care and caution when exchanging confidential data between accountants and their clients, traditional document management and sharing methods are insufficient. Many accounting firms utilize email, file transfer applications, and specialized accounting software programs; but none of these provide the ease, security, and reliability needed.
Network File Servers
Document Management System (DMS) Software for Accounting and CPA Firms
Discussing your clients’ profiles with them has never been simpler: grant them direct access to their records from any Internet device! Exchanging information via ftopia’s secure, user-friendly online collaborative service is faster, safer, and more convenient than other means. Tax returns, pay slips, legal records, and other sensitive documents can be stored and kept confidential in as many compartmentalized data rooms as you need, all with one affordable account. With remote accessibility, you and your employees can even access clients’ records when meeting with them outside the office!
You’ll also save valuable time by allowing clients to upload invoices, bank statements, and proof of expenses directly to their rooms while retaining the hard copies. Uploads are accessible immediately, and each party receives automatic email notifications regarding additions and changes to room content. ftopia’s solution makes it easy to increase productivity, improve communication, and achieve quality customer service with clients.