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.
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