Tuesday, 25 August 2015
PaperLess tips for Sage - Sage Accountants Go PaperLess
One of the many challenges accountants have to face is how to improve both the efficiency and profitability of the work they do for their clients. Another challenge is how to enable clients to share documents with them online in a secure way and within the data protection legislation. If your clients are using the postal system to send documents for processing, you will have to cope with duplicate invoices, documents getting lost in the post, storing the documents when you process them, risk of losing documents in your office, which are time consuming, frustrating, and costly.
PaperLess helps Sage accountants work with their clients more efficiently and securely. PaperLess takes all the hassle away because clients can now use PaperLess ClientAccess to add documents and transfer them to their Sage accountants via the Internet, so there are no more documents getting lost in the post. PaperLess also checks for duplicate documents, so accountants are able to manage their clients’ paperwork in a more organised way. In addition to ClientAccess Transfer, clients can approve documents and see all documents and transactions in the Accounting Archive. Archiving all your documents in PaperLess saves your office spaces and prevents the risk of losing documents in your office. Clients enjoy using PaperLess ClientAccess with their accountants because they are able to get rid of paper, speed up invoice processing, and at the same time keep track of their business processes and documents.
PaperLess integrates seamlessly with Sage 50, meaning Sage accountants can complete the entire workflow process without giving up their accounting application. PaperLess automatic invoice recognition reduces manual data entry and human errors by extracting the relevant data from invoices and enabling accountants to edit accounting voucher without leaving the accounting lines, so Sage accountants can spend more valuable time on higher priority tasks and meeting deadlines.
PaperLess Accountants are using Sage to work with their clients so that clients can upload files and scanned documents, add comments to document images, run invoice recognition on invoices, approve documents and transfer them to PaperLess Accountants for processing. Accountants can then post the transaction into Sage with the relevant documents directly from PaperLess. Their clients are happy as they now have a full approval system for their purchasing and have access to all documents via the Internet. PaperLess is a comprehensive document management solution that improves practice efficiency and increases accountant’s client loyalty.
Become a PaperLess Accountant for Sage today and learn how PaperLess can help you work more efficiently and securely with your clients.
What our clients say about PaperLess
Chris Houghton, Eventura’s Owner
“They provide invoices digitally that we put into UNIT4 Multivers PaperLess and the software automatically fills in the different fields…"
Jeffrey Summer, Mulderij’ Relationship Manager
“…due to the perfect integration with Sage we can post invoices directly from PaperLess into Sage and find those documents in a matter of seconds…”
Pradip Shah, Ashgoal’s Business Consultant
Phone Number: +44 (0) 207 135 2007