DocMoto Wins High Praise from UK Accountancy Firm
Figures UK, based in Peterborough, is a new, fresh thinking accountancy practice started in 2007. Managing Director Jason Cannon wanted the company to be leaders in technology in the accountancy market and made the choice to use Apple computers across the firm, not only because they give stable performance but because they are faster and more secure than most PCs. His only problem was finding the right document management solution that could cope with indexing and storing large amount of files and data.
As Jason explains “We were looking for a system that would give us the cutting edge over our competitors. Our online research led us to CHL software in Cheltenham and their new solution called DocMoto. We knew we wanted our clients to be able to access their own files and data remotely, from anywhere, but we also wanted a system that would be like a giant, clever filing cabinet with which we could interact, allowing clients to scan and upload letters from HMRC as well as other accounts information. The system would have to notify us automatically when a client had added new information and tell us what needed to be actioned.
What we got from DocMoto was much more! Not only have we managed to go paperless in our office environment, we also have a system that is very easy to use. In just 3 weeks DocMoto has given us a new workflow and automated our interaction with all our clients across the UK. It’s amazing how powerful the tagging and search system is: we can create new client folders in minutes with everything we need already in place and give access to new clients straight away, which has cut down all our admin costs. Also, ‘search by client’ and ‘date modified’ means we know who we worked for, when and if they have paid! I know DocMoto will expand our business over the next year.”
Neil Cameron of CHL software said: “These are exciting times for us... we are always amazed at how companies use our software and after seeing what Figures UK are doing with DocMoto, it seems the possibilities are endless.”
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12th October 2011
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Founded in 1996, CHL Software develops business software primarily for use in file publishing and management. Development of DocMoto started in 2006, it was beta tested in 2009/10 and released July 2011.
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