Document Management for Accounting and CPAs

Accounting and CPA firms are paper intensive and see immediate benefits from ViewWise. Whether looking to streamline operations, comply with regulations, or reduce costs, firms everywhere are trusting ViewWise.

How ViewWise helps the Accounting Industry

Computhink provides Document Management / Content Management Solutions for Accounting and CPA Firms. Computhink’s ViewWise® streamlines business processes, improves customer service, reduces costs, and
helps ensure compliance.

Accounting and CPA Firms are paper intensive environments that need to reduce costs, increase service levels and operational efficiencies, and also comply with various regulatory laws. Such regulatory laws include Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404 for public companies, IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342.

ViewWise has received the top ranking of 4.5 stars from CPA Technology Advisor, which speaks to the value the software can bring to Accounting and CPA Firms

Recognized benefits include:

  • Establish a central repository with access security privileges assigned
  • Automate business processes and route documents and files for further action
  • Apply retention rules to documents to save on data storage and comply with regulations
  • Review Audit trails for user and document activity performed in the system
  • Facilitate collaboration from remote sites by providing online access to information and resources
  • Provide complete document security and disaster recovery
  • Reduction of paper, copy and storage costs
  • Print, email, and fax right from ViewWise without the need for the native application which saves on license costs
  • Create annotations, redactions, revisions and versions to reliably retrieve current and historical information and prove its authenticity
  • Improve Compliance with federal regulations in document storage and retrieval
  • Provide online access of information and resources to branch offices, remote workers, partners, and vendors

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