Document Management System for Accounting

  There are many different types of conversations that happen every day, and it is not always necessary to document every single one. But when we're talking about conversations that occur at work, it's vital to do just that. Here are many reasons why you should be documenting these exchanges. Providing Warnings Whether it's a warning about an employee's production or bad behavior, it is important for all reprimands to be recorded in an employee's HR file. Even if you believe a verbal warning will correct the situation, it must be noted in case another warning needs to be given. The accuracy of important workplace conversations can be a liability issue. Document those conversations to emerge evidence of a problem with that employee. This can save your company high legal costs if you're unable to prove the termination to be lawful. Mediating Conflicts Occasionally, an employee's personality or work habits can cause problems in the workplace. When fac...

  How Employer- and Employee-Advocacy Can Help HR Professionals Employer and Employee advocacy is a tricky issue for HR professionals. HR professionals often find themselves in a difficult position to balance the satisfaction of staff with the satisfaction of employers, which can be difficult to do. This article will discuss how HR departments can use DMS technology to work towards achieving employer and employee advocacy. Challenges for HR Professionals Being part of human resources for any company is a lot more than just doing paperwork and staying organized. The human resources department often finds itself playing the critical administrative role of overseeing management-staff relationships. The modern human resources department faces a difficult balancing act in advocating for both employees and employers, which is the uneasy balance that HR teams must find between satisfies, staff and employers. Employees often perceive HR as being a mouthpiece for management. If th...

  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...