Essential basic office functionality — things like word processing, spreadsheets and presentations — are usually bundled in a suite of solutions, so it is important to consider what does and does not integrate with it, with major providers usually having the most integrations. Add on to this something that can read, edit and create PDF documents, which accounting firms deal with on a regular basis. Certain applications allow for e-signatures on PDF documents as well, which can be useful for smaller firms that may not have access to a dedicated e-signature solution. Finally, firms should have a document management system that allows for the secure transfer of files both within the firm and between the firm and its clients. Having such a system can also make it much easier to comply with record retention rules.
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