Using Document Automation

In The Accounting Industry

Contents

3 – Accounting Roles That Manage Documents

4 – Types Of Accounting Documents

5 - Manual Data Entry & Repetitive Documents

6 – 7 Problems For Accountants

8 – 9 The Automation Solution

10 - Be Consistent, Accurate & Elegant

11 – Fully Scalable Software

12 - 13 The Key Benefits

14 – The Easiest Learning Curve

15 – Find Out More

16 – Image Sources

Accounting Roles That Manage Documents

Within the vast accounting industry, there are numerous roles which create, update and manage documents both within accounting firms, and in-house organizations. These roles include, but are not restricted to: • Certified Public Accountant • Credit Controller • Audit Manager • Payroll Manager • Purchasing Manager + many, many more.

These individuals and teams operate using the following documentation: • Confirmations • Valuations • Engagement Agreements • Credit Reports + much, much more

Types Of Accounting Documents

Manual Data Entry & Repetitive Documents

A significant amount of accounting paperwork is repetitive. This means that the majority of the text stays the same, but the minute details will change in every document.

Due to the need for consistency and high levels of accuracy, it is important to ensure that each document is correct.

Completed manually, this results in:

• Additional Spend (staff time)

• Reduced Speed

• Lower Levels Of Accuracy

• A Drop In Service Delivery

Problems For Accountants

Needless to say, this can have a huge impact on your business through loss of clients, as well as time and money wasted - which can in fact be saved.

Problems For Accountants

So how can these problems be solved?

The solution that more and more businesses are adopting is document automation software.

The Automation Solution

Customers of TheFormTool save on average 71% of their time that would have otherwise been invested in manual document assembly.

This means that not only is your business or firm able to operate more efficiently, but your clients or stakeholders will also receive a much more effective service.

The Automation Solution

Consistency – Easy to build document templates allow for full appearance control

Accuracy – Zero error rate across all documents no matter the location, user or time

Elegance – Choose a modern document management system which does not require any professional installation or expensive consultancy

Be Consistent, Accurate & Elegant

Fully Scalable Software

No matter the size of your accounting business or firm, TheFormTool is fully scalable. • From one-to-one, through to large

enterprises • From 200 word confirmations to

50,000 word reports • From ten variables to 5,000 • From one document at a time with

TheFormTool PRO, to 1,000’s at once with Doxserá

TheFormTool surveyed its customers to find out the key benefits of utilizing their software.

• 88% stated that the time-saving qualities were a top benefit

• 82% rated TheFormTool’s ability to reduce error rate

• 73% believe that TheFormTool is easy to use

The Key Benefits

The Key Benefits

TheFormTool will help you create personalized

documents 90% faster than

manual creation.

The Easiest Learning Curve

TheFormTool is known as the easiest and most powerful document automation software in the world® for a reason!

With TheFormTool PRO, the learning curve is just ten minutes. Plus, you will receive enviable support and regular updates to keep your software up-to-date.

Find Out More

Click here to read more about how Accounting professionals can benefit from our software

Download Our Limited Feature Version Of TheFormTool For Free

Our most powerful software:

www.theformtool.com | 866 311 6000 | info@theformtool.com

222 N. Capitol Way, Suite 108, Olympia, WA 98051

Image Credits

• http://www.bigstockphoto.com/image-70313641/stock-photo-financial-accounting

• http://www.bigstockphoto.com/image-4291445/stock-photo-empty-folder-icon

• http://www.bigstockphoto.com/image-64912252/stock-photo-female-accountant

• http://www.bigstockphoto.com/image-38861248/stock-photo-file-folder-with-documents-and-documents-storage-contracts

• http://www.bigstockphoto.com/image-4220476/stock-photo-stack-of-papers

• http://www.bigstockphoto.com/image-48069425/stock-photo-businessman-look-at-his-watch

• http://www.bigstockphoto.com/image-40006738/stock-photo-freaked-out-businessman

• http://www.bigstockphoto.com/image-16955600/stock-vector-vector-green-positive-checkmark

• http://www.bigstockphoto.com/image-51872998/stock-photo-online-survey-concept