Streamlining Accounting and Auditors’ Work
Make efficient use of time through improved case management with WorkPoint 365 – all within your favourite Microsoft 365 applications.
With WorkPoint 365, all types of documentation are always available, knowledge-sharing is limitless! WorkPoint 365 manages all types of documents, e-mail, pictures and drawings, instant messages and more. Everything in one place.
Get instant access to detailed reports, manage projects and cases, and find files instantly – on mobile and desktop.
WorkPoint makes your processes efficient in a number of areas in accounting, document and case management, project management, contract management, HR, quality and risk management and more! Start in one or more areas and increase your benefit from more solutions.
Zero learning curve. Little additional customisation required.
For accounting services firms, reliable digital tools are the backbone of what they do. But with a stop-and-go way of working and lack of structure, streamlining daily projects can be challenging.
WorkPoint closes the gap between Microsoft 365 applications – automating tasks, ensuring data discipline and easy roll over from year to year, while providing complete transparency across your team. It also enhances ease of collaboration and enables limitless knowledge sharing within your business’s most popular auditing applications.
WorkPoint also permits cross-organisational and external project, case, and contract collaboration – with complete control over status, files, and progress.
And with ready-made business modules designed for accounting services companies, no coding skills are required.
Flexible & Secure
WorkPoint is proudly in the cloud. But not just any cloud: Microsoft Azure. And with its heart in Microsoft 365, you can manage and find all crucial files and documents from a single source.
Thanks to automatic document meta-tagging, finding files and achieving structure is a breeze. Discover complete categorisation with data sorted by project, case, file type, and more.
We understand the need for a secure platform. With automated classification and data inheritance, you get both control and overview – even on vast data pools.
Advanced functionalities like multisite collection make WorkPoint a flexible solution – one that’s ideal for small businesses and blue-chip enterprises alike.
With WorkPoint 365, Accounting and Auditing Services Companies Benefit From…
- Easy access to any customer-related information
- Automated processes and trivial tasks
- Enhanced collaboration
- Streamlined case management
- Case and customer lifecycle management
Discover how WorkPoint can streamline and structure your data and enhance collaboration!