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Digitalization encourages accounting firms to begin a transition to digital and to offer new ancillary services in order to be ever more efficient.

La digitalisation, processus de numérisation progressive des documents, des Digitalization, the process of progressive digitization of documents, tasks and professions, provides numerous advantages in the organization of accounting firms:

- increased speed of various tasks - simplification of tasks leading to improvement of work - security and better control (of fraud) by the authorities - financial gains because the use of software can be less expensive than using a third party

In this context, the accountant must himself be up to date with the latest digital tools both in order to meet customer expectations and in order to comply with new legal and regulatory obligations. It now becomes necessary for accountants to provide their clients with a set of software and applications that will help them optimize the management of their activities.


Three main new tools are offered by accounting firms:

- Online SaaS accounting software

The accounting software being online, in le Cloud, the client and the accountant can directly access their accounts and update them via a web browser. No need to download it and the cost is much lower than if you were trying to acquire it. Online software is accessible on all media (smartphone, PC, tablet) and data is secure and synchronized on different media. Finally, the automated aspect makes it possible to gain productivity , helping to quickly focus on more complex tasks.

- Electronic document management software (EDM)

EDM software makes it possible to improve the productivity of the company thanks to the dematerialization of documents (digitalization of all paper documents), electronic archiving (classifying and storing documents in order to make them easily accessible according to research) and finally, document management (updating documents, accessibility of documents by all or the people concerned, automatic classification to facilitate searches).

The EDM facilitates collaboration by making different documents easy to access, reduces the use of paper, access to the document becomes secure and is updated in real time for everyone.

- Customer relationship management (CRM) software

CRM focuses on the relationships between a company and its customers. By allowing effective access to customer contact details, but also to news about the company's customers as well as its communication preferences. CRM therefore helps to better understand the company's relationship with these customers and brings out information that can help improve communication.