Workflow Automation Makes Accounting Easier

Using Workflow Automation as an Accountant

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Save Time and Money with Workflow Automation

Save Time

Use workflow automation to save time on tedious but important tasks like client onboarding, signature retrieval, and more with workflow automation.

Avoid Mistakes

Financial mistakes can cost time, money, and a firm’s reputation. Instead, automate important tasks to make sure they’re done accurately and on time.

Save Money

Workflow automation helps accountants and accounting firms meet deadlines and communicate with clients, saving money spent on mistakes or missed clients.

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92% of our customers would recommend us to a friend.

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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!

Drag-and-Drop Design

FileCloud’s drag-and-drop design makes it easy for anyone to create workflows, even if they have no IT experience.

Reduce Admin

FileCloud’s workflow automation cuts down on the need for accountants to focus on paperwork by automating tasks that are tedious but necessary like emails, document review, and more.

One Dashboard

Running workflows can be viewed in a simple dashboard. Workflow processes can be reviewed and allows users to correct oversights in automation.

Compliance Center

FileCloud’s compliance center makes it easy to meet compliance regulations for ITAR, HIPAA, GDPR, and more with best practices, already-created rules, and notification of violations.

Audits Easily Available

Audits of your entire FileCloud system are available so that admins can see who is doing what, when, and where. These audits are available in CSV files that make auditing easy.

Hyper Secure

FileCloud’s hyper-secure system ensures the security of important financial paperwork with encryption for data at rest and in-transit, 2FA and SSO, DLP, ransomware and antivirus protection.

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Create a Client Portal

Users can create a client portal for their clients within their secure FileCloud system.

This portal can be branded with your messaging and photos for brand continuity and gives clients 24/7 secure access to sensitive information like tax forms, messages, and more.

This means accountants don’t need extra software just to share sensitive information. They can share files and folders with granular permissions, all within FileCloud’s hyper-secure system, ensuring both accountant and client ease-of-mind.

Retention Policies

FileCloud has a robust retention policy system available that allows admins to control information in the system, including when that information is removed/deleted/changed. FileCloud has five main retention policies including:

  • Admin Hold
  • Legal Hold
  • Archival
  • Retention
  • Trash Retention

 
These policies allow admins to restrict certain activities on files/folders (with a specified expiration date). This helps ensure that users can’t delete or remove files that are needed for audits or financial reviews. To learn more about FileCloud’s retention policies, click here.

Digital Rights Management

FileCloud’s robust DRM (or digital rights management) system protects important documents with sensitive information (such as tax forms, forms of identification, and financial documents) from being stolen or leaked (whether maliciously or accidentally).

Admins in FileCloud can revoke a user’s access to documents/files and shares at any time and can also remove and delete devices from the system in case of lost or stolen devices. FileCloud’s DRM also prevents unauthorized sharing/screenshotting/printing/copying of documents and files.

Lastly, FileCloud’s DRM lets users export documents in an encrypted document container that requires an access key to be seen.

Worldwide

FileCloud
13785 Research Blvd, Suite 125
Austin TX 78750, USA

Phone: +1 (888) 571-6480
Fax: +1 (866) 824-9584

Europe

FileCloud Technologies Limited
Hamilton House 2,
Limerick, Ireland