Efficiency is at the heart of any successful business, but for accountants who wish to maintain clients, speed can never take priority over accuracy. With automated document software, like TheFormTool PRO and Doxserá, time and energy currently spent on paperwork can be diverted to more important tasks. This increases productivity and ultimately generates savings, which can be invested in growing your practice and delivering greater customer satisfaction levels.
In Accountancy, Accuracy Means Business
There are few other office-based professions that demand a higher level of accuracy than accountancy. The bottom line for all companies is money, and any business lacking accurate accounts will find it impossible to show shareholders and staff how business is going, or make credible future plans.
Accounting firms therefore must maintain the highest possible level of accuracy throughout their operations if they are to deliver results for their clients. 82{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of TheFormTool PRO users said the reduction in errors in their paperwork was one of the main benefits from using the software.
Automation Means Greater Efficiency
TheFormTool PRO can compute hundreds of mathematical equations and thousands of variables to perform complex calculations, which are presented in a straight forward way.
Users can create forms which derive answers by computing new information automatically, using answers to previous questions, for example discounts on a given quantity.
Meanwhile, form filling gets simpler using easy-to-use lists, text selection, multiple choices and Yes/No logic. Document automation or assembly proved to be a favorite feature of 85{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of TheFormTool PRO users.
Time Saved Is Productivity Gained
Automated document software saves time, according to 88{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of surveyed users of TheFormTool PRO. The software allows you to create personalized documents in 90{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} less time than it would take to do so manually.
One user commended the user-friendly nature of the software: “It has also surprised me with the absolute minimum amount of time it takes to create an application for an individual with little or no programming experience.”
A Little Investment Goes A Long Way
TheFormTool products are constantly being improved and the benefits are passed on free to all users. Version 2.8b of TheFormTool PRO and version 2.2b of the document automation software Doxserá were released at the end of November. Versions are available for Microsoft Word for Windows only.
As one user said of TheFormTool PRO: “It has a low cost per license, is easy to use, and is extremely flexible. The customer service and constant improvements are great.”
Collaboration Is Key
40{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of business managers plan to increase collaborative working between their staff. Alongside this, companies are increasingly taking advantage of technological developments, allowing employees to work remotely, while still delivering the high standards their customers expect.
These changes are being facilitated by high-quality automated document software with network support. This allows employees to share information, files, lists and tables with others, along with functions to copy and save changes across documents in a particular account. The end result ensures that all employees are working with the most up-to-date information, no matter how complex that particular account may be.
Consistency Breeds Confidence
Every company needs to speak to its customers in its own “voice” – and while communication may come in different formats from different members of staff, the tone and language used should remain consistent. This helps to maintain a strong, trusted company identity in the minds of both current and prospective clients.
Automated document assembly ensures that communication meets the high standard expected from your company in the style you have chosen to use.
The popularity of this kind of automated document software is clearly spreading, with 88{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of users stating they would recommend using TheFormTool PRO to people they know.
Discover how your accounting business can improve customer satisfaction levels by using document automation software.
For more information, click here.
Image: Bigstock
