Document Management System for Accounting

  The Corporate Finance Strategy Webinar, presented by Birst and hosted by Paul Staelin, is a must-watch for anyone in the finance department. This webinar will provide insight into how your company can use analytic technology to make your strategic planning process more effective. You will also learn about ways that analytics can help take any company and give it an important competitive advantage. Using Data Well Zynga is the company that produces games for Facebook, including Farmville, Mafia Wars, and Words with Friends. Fumigation is a successful video-game company with many competitors who struggle to compete in the industry. The reason Zynga could move so swiftly was because of their ability to take the data they collected and compute it in a way that aided their financial strategies. After analyzing the products of Farmville, they were able to change its search and purchasing format for better service. They used this information to create products that would serve d...

  Paperwork is the key to compliance. If it's not filed correctly, your compliance could be at risk. dms for accounting firm like Docupile can help by automating much of that work for you. Find out how cloud document management for accountants can simplify record-keeping standards so that you stay compliant with government and industry oversight. Keeping compliant requires careful file categorization and letting the paperwork know where to be stored in order to stay compliant. In order to stay compliant, there are also security precautions that need to be taken. The step-by-step filing process that is the lifeblood of insurers should be available to auditors, with additional documentation that provides the history of certain documents available. The compliance officer at your company probably deals with paper records in a filing room. Compliance is an important part of business for all organizations, but it can be especially challenging for small businesses without enough on-st...

  Docupile is excited to announce that FINRA has now listed us on their Compliance Vendor Directory. They are not a government entity, but they work closely with the SEC to enforce important regulations and protect investors. FINRA's Compliance Vendor Directory lists all of the vendors who offer products or services in support of FINRA's regulatory compliance objectives - which includes Docupile! Docupile is listed in the FINRA Compliance Vendor Directory as of June 5, 2019. For organizations and businesses seeking compliance-related service providers, the FINRA Compliance Vendor Directory is an invaluable resource. With several tools to help keep businesses compliant with different regulations, Docupile is the place to go for all your regulatory needs. If you work in the financial industry, staying compliant can be a source of stress that's always on your mind. The Financial Industry Regulatory Authority (FINRA) provides auditing and regulation enforcement services for t...

  With ECM, the banking industry can better manage ethics in its organization. ECM allows for banks to safely store and distribute information internally and externally without risk of it being compromised. ECM has been proven to help with compliance efforts by giving organizations a single place to store content that is easily searchable across all of its departments. Challenges of Ethics and Moral Philosophy in Banking The financial industry as a whole exists to provide and protect people's money. This includes the finances of shareholders for publically traded institutions. It is easy to see how ethics and morals guide these two, sometimes competing, goals?  How much should a financial institution charge its customers? Is the ethical line of lending crossed when a mortgage APR becomes too high? — The public needs to be protected and supported by financial institutions. Banks face ethics issues, as opposed to ethical failures, of balancing fairness with the law. Th...

  That is the question that many business owners ask themselves when they are deciding what to do with their website. Customer acquisition should be a priority, but customer retention is just as important. In this blog post, we will discuss 3 of the fastest ways to drive away your customers and how docupile can help! Fortunately, you can generally do something about these common customer drivers. Here are the top 3 reasons why customers leave and how to prevent these pitfalls. Provide Poor Customer Service Good service should be a priority of any business, but it is particularly significant when you are selling products or services. Many businesses don't know what is driving customers away--until they're gone. Poor customer service can lead to a decrease in repeat customers. Before you speak to a representative on the phone, make sure that you know what is driving your customers away, failing to return customers' phone calls, not listening to their concerns. One o...

  Technology makes it possible to do business in different ways. In more ways than one, and Accountants are no exceptions. Accountants used to be seen as an integral part of any company's success, but now they are being replaced by technology that can automate much of their workload. In this blog post, we will discuss how Accountants have shifted roles over time and what they currently do for businesses today.  The technology is new, and it has changed the way accountants do their job? Computers and the internet have made accountants be more efficient at their job. They can make budgets and taxes for people, Calculate the projections with fewer errors and expand your methods of communication. However, new ways of looking at data have created better ways to do things than before. For example, they have found a way to make it easier and faster to do the everyday tasks they needed to do in the past.  Today, with the internet, it is easier to find information. Information...

  For accounting firms, retaining clients is an ongoing battle. Accounting firms are constantly trying to generate new leads and increase their client base in hopes of increasing profits. However, the old saying "you have to spend money to make money" rings true for many businesses. The problem is that it's not always easy or cheap to retain a customer when they're dissatisfied with your services. Is there anything you can do if this happens? It is frustrating to feel confident in the quality and output of your firm yet, see a plateau or drop in growth, increasing revenue by adding new services, hiring new employees, and improving customer relations. Retaining clients is a valuable part of the equation but not always as advantageous as expanding your clientele. This is about putting Retention in the Spotlight. Attracting new clients is important to help your business grow. But it is more important to keep the ones you have. Acquiring a new client is meaningless ...

  Rene Velazquez CPA is a CPA and PA firm owner with more than 15 years of experience. He has seen many changes in the world of accounting, but none as dramatic as Docupile's DMS software. Velazquez says that he was "blown away" by how easy it was to use Docupile and how intuitively organized everything became. Velazquez now uses DMS for all his client work, from C-Corp clients to individual self-employed people (1099). He loves that he can see every single document in one place without having to go digging through folders or scanning paper copies. His favorite features are the ability to create custom fields on Velazquez's office has been paperless for a few years. They use the cloud to store their files. This means they don't have to keep paper around. He and his employees would share documents in this space. They would work on them together. The benefits of a digital filing system were similar to the benefits of paper documents but also came with inefficien...