Industry Solutions

Accounting

Some accounting firms and organizations can passably justify the cost of an electronic document management system based on the “potential risk” and the dollar cost of said risk associated with non-compliance. For most smaller firms though, that doesn’t actually translate into a positive return on investment or ROI in terms of hard dollars and cents. By making a firm’s practices become more compliant through active document management and document controls, partners can reduce more than risk—they can actually bring forth a very real positive return on investment. Able to now handle more business with lesser resources, firms in today’s competitive environment must learn how to make the most of inexpensive, all-in-one document management solutions like FileBound Express.  

Several Types of Documents You Can Manage using FileBound Express:

Accounting Practice

• Audit worksheets for each client
• Audited accounts and reports
• IRS tax forms such as 1040, W-4, and W-9
• Documents relating to tax consultancy services
• Accounting records relating to the practice itself

Financial Accounting

• Sales and Purchase Invoices
• Evidential documents for cash receipts and payments
• Documents supporting accounting adjustments
• Contracts, agreements and correspondence
• Transaction records like Purchase and Sales Registers, Cash and Bank Books and General Journals
• Accounts lists such as Trial Balance, Accounts Receivable and Accounts Payable
• Summary results such as Profit & Loss Account, Funds Flow Statement and Balance Sheet

Management Accounting

• Cost estimates by product, department and cost element
• Cost allocation documents
• Cost reports that compare actual costs against original estimates
• Analytical reports
• Break-even analyses reports