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.