Workflow Automation Makes Accounting Easier
Reduce Costly Mistakes
Accounting professionals support clients with their expertise on taxes, estate planning, financial advising, and more.
Mistakes can happen in any field of course, but mistakes in accounting can be serious, since accountants are working with sensitive information like bank accounts, taxes, and forms of identification.
Avoiding costly mistakes like inputting incorrect client information or not sending forms in according to deadlines is vital for accounting firms that want to succeed. Unfortunately, these tasks while important, can also be time-consuming and tedious, making them prone to user error.
Why not make these tasks easier by automating your workflows?
Workflow Automation
Workflow automation helps take the “work” out of workflow, by automating certain tasks like document reviews, signature retrievals, email reminders, and more.
In an increasingly fast-paced world, accounting firms can’t afford to fall behind if they want to remain in the black. That’s why workflow automation is so useful. Streamline your processes throughout your accounting operations:
Ease Client Intake
Accountants can automate their workflows for client intake forms and information, ensuring all information is properly gathered and received, triggering timely responses and appointment scheduling, so fewer clients are left waiting.
Create Better Team Communication
Optimize your communication with workflow automation. Employees no longer need to chase each other down for signatures or reviews; instead, these tasks are done automatically, ensuring smoother communication.
Meet Deadlines
Workflow automation helps accountants meet important deadlines with notifications and reminders, ensuring that signatures and reviews are obtained, documents are shared and approved, and forms are submitted on time.
There are many workflow automation solutions available, but there are a few things accountants should consider when looking for a workflow automation system that meets their needs.
What Accountants Need in a Workflow Solution
Saves Time
Accountants are busy, especially around tax season. Workflow automation solutions should save time by allowing automation for reminders, signatures, and more.
Saves Money
Workflow automation should save money by reducing mistakes and errors and helping accountants meet deadlines. Workflows should be able to be reviewed to address gaps, update steps, and for audit purposes.
Secure Software
The types of information accountants work with make it vital for any software to have top-notch security for compliance and protection of sensitive information.
FileCloud is Trusted by Accounting Professionals
FileCloud is a secure file sharing and storage system used by many accounting firms. It is valued for its hyper-secure system that helps users maintain compliance while sharing information with ease and precision.
Workflow automation is another feature within FileCloud’s already stellar system. It allows users to cut down on administrative tasks with a simple, no-code workflow builder and a drag-and-drop design.
Anyone at your firm can create workflows to reduce administrative work and lessen errors with ease.
Workflows can be created in minutes for tasks like:
- Client intake forms
- Deadline notifications
- Staff communication
- Invoice follow-up
- Client communication
FileCloud’s Workflow Automation ensures that administrative tasks are checked off without wasting your CPA’s time on office needs that don’t require a CPA degree.
In addition, all workflows are available for review in a simple dashboard. This dashboard can help users correct oversights in automation while also offering reports for audits and oversight purposes.
In case of error or legal issues, admins can see who did what and when.
FileCloud’s Workflows Work for Accountants
FileCloud is trusted by the accounting industry for its hyper-secure file storage and sharing. Now, workflow automation makes it even easier to work in accounting, with solutions that save time and money and reduce costly errors. Get a free trial today!