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Customer management in the Cloud. These are The Challenges.

Customer management in the cloud. These are the challenges.

More and more accountancy firms are opting for customer management in the cloud, for example using Unit4's PSA Suite software. To make a smooth start in the cloud, it helps to keep an eye on three aspects: the transition, document management and automation of document creation. We help you in all these areas.

With the transition to the cloud, a whole new world of customer management and business automation is opening up. Working in the cloud enables organizations to better monitor projects and work more efficiently. And this in a wide range of areas: from creating sales opportunities to optimizing time registration.

Transitions present challenges

At the same time, accountants have their hands in the hair because of the switch from the local server to this new environment. For years they have kept documents locally, in all sorts of places. So how do you ensure a quick and smooth transition? And when the transition is complete, will the files be in a workable environment or has all the work been in vain?

These questions are central to our collaboration with accountancy firm Witlox VCS. For this party, we have developed a method that will ensure a smooth transition to the cloud for accountancy firms. Our solution, which is now used by a wide range of offices, takes this into account. This is how we make the transition fast and simple.

Customer files complete and easy to find

A new environment is one, easy retrieval of your files is another. We make sure your customer files are ready and complete - from mail exchange and annual accounts to order confirmation. And that you can easily find everything based on metadata. We do that using our software dStyleDMS, which connects to the PSA module. This also gives you a better grip on project files in SharePoint and Teams, about which we wrote earlier.

We would also like to point out a missing link in all of this. As a small office, you can quickly provide an order confirmation for around a thousand clients. For large offices, the numbers are much higher. What if you automate all the steps in creating these documents? It doesn't just mean that you save a lot of time. It also means you don't have to walk on eggs when you - with all the regulations in mind - create the file.

Of course, the automation also applies to other documents, such as a letter to the Tax and Customs Administration or a tax return, and can even extend beyond the documents themselves. Now that you are working in the cloud, you can also start working with digital signing and simplify these steps with software.

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