WorkPoint 365 for Accounting
WorkPoint 365 offers streamlined processes and efficient case and document management that fully support the accounting and auditing processes.
Structure your data with WorkPoint 365
In a busy industry, where either new regulations and standards are constantly being introduced and where the workload is increasing while it is getting more and more difficult to find qualified labor, having an optimal case management solution for structure and overview of activities and documentation is crucial if you want to be able to deliver on customer expectations.
Structure is what you get with a WorkPoint 365 solution. Our case management solution supports your entire case management needs as well as all corresponding documentation, GDPR requirements, email communication, tasks and more. With a WorkPoint Case Management solution, which is an add-on to Microsoft 365, and which can interact with various other systems, you can create advanced automation workflows and free up time for your employees to focus on core business and value creation.
It all comes in a user friendly and secure cloud environment, right inside Microsoft 365. So, if you are already using Microsoft Outlook, Teams, and other Microsoft applications, you will instantly feel at home in WorkPoint 365.
Key benefits of WorkPoint 365 Case Management solution include
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Structured client- and case lifecycle with stage-gate controls and automated task assignment.
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Comprehensive document management and email management support.
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Integrated with Microsoft Teams, Outlook, and other applications.
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Complete security model with detailed access control to cases, documents, etc.
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Powerful, configurable search engine.
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Other useful features and options include risk management, powerful search, digital signature, integration to Caseware, document template management, and much more.
WorkPoint Business Solutions
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Curious to learn more about other WorkPoint solutions? Find them right here
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WorkPoint 365 Project Management
Streamline projects, improve collaboration, & stay on track with WorkPoint 365
Manage projects effortlessly with WorkPoint 365. Structure workflows, track tasks, monitor progress, and collaborate seamlessly with Microsoft Teams and SharePoint. Customize project templates to fit your needs and keep everything organized in one place.
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WorkPoint 365 Case Management
Streamline case management, improve collaboration, and stay organized with WorkPoint 365
Efficiently manage complex cases with WorkPoint 365. Automate tasks, track cases from creation to closure, and store case-related documents securely. Streamline workflows, ensure seamless communication, and enhance collaboration with Microsoft Teams and Outlook, all within a centralized platform
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WorkPoint 365 Quality Management
A powerful framework for working with quality management across the entire organisation.
A structured, scalable, and flexible solution, that will provide you with a comprehensive quality management solution designed to help your organisation stay on top of compliance and quality management challenges.
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WorkPoint 365 Contract Management
Simplify contract management, improve efficiency, and manage risk with WorkPoint 365
Manage your contracts with ease using WorkPoint 365. Automate the contract lifecycle from creation to renewal, ensuring compliance and efficiency. Securely store all contract-related documents, collaborate seamlessly with Microsoft 365 tools, and gain valuable insights with reports and dashboards. Stay on top of deadlines and tasks with automated alerts and notifications.
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WorkPoint 365 HR Management
Optimize HR management, streamline processes, and drive better outcomes with WorkPoint 365
Efficiently manage HR processes with WorkPoint 365. Centralize employee data, automate hiring, training, and appraisal workflows, and enable seamless communication within HR teams. Ensure security and compliance with role-based permissions and gain insights with customizable HR metrics reports.
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WorkPoint ESDH solution
Rethink municipal operations, improve efficiency, and simplify workflows with WorkPoint ESDH
WorkPoint ESDH is the future of IT systems for the public sector, designed specifically for Danish municipalities. It simplifies and streamlines workflows, automates repetitive tasks, and ensures efficient document management. With full integration into Microsoft 365, it offers a cloud-based solution accessible across all devices, ensuring data ownership and eliminating the need for time-consuming migrations.
