DocuSoft announces new Adviser Office integration link
The DocuSoft team is pleased to announce the release of new integration links with Adviser Office software from 1st Software. This is of interest to firms who have a financial services division. This builds on integration work already undertaken with software systems as diverse as Sage, IRIS, APS, Practice Engine and others.
Talking about the new integration, Shekhar Chauhan M.Sc., Technical Director, comments “We have been keen to achieve a seamless integration between Adviser Office and DocuSoft with minimum clicks. Documents saved in DocuSoft appear automatically in Adviser Office as a task for the user with options such as Consultant dealing and appropriate flags such as action date or completed with no extra effort by the user. Similarly the documents button in Adviser Office displays all the customer’s documents held in the secure DocuSoft store with a single click.
Workflow aspects of both systems are used to very good effect, this helping ensure a very neat result for members of the financial services team, and builds on the strength of both software systems to enhance office productivity.”
Derek French, B.SC., Commercial Director, says “We have been listening very carefully to our customers and are pleased with the development work we have undertaken.
In the latest release there are new facilities to increase time saving and efficiency such as support for voice and voice notes. We also have bulk email saving integration with Outlook, a Buddy Feature to help members of a team co-operate and ‘Remember-Me’ tagging to allow an accountant to gather together relevant documents for a tax enquiry, all help productivity. Coupled with powerful content searching, this helps make our software stand-out as one of the best solutions on the market for the professions.”
Shekhar Chauhan, M.Sc., Technical Manager, adds, “In this release we have also focussed on forward compatibility with the new systems on their way from Microsoft, such as the Windows 7 operating system and the new Office 2010 suite. Our Microsoft-based system is designed to cope with millions of indexed documents, whilst maintaining an easy-to-use and attractive interface. This means that firms can work confidently and productively with DocuSoft, no matter if there are 5 or 500 in the team.”
Business-Work-Ware Ltd trading as DocuSoft™ is an independent British software house based near Kingston-upon-Thames, south west of London, UK. It has customers throughout the UK. A well respected ICAEW IT Faculty member describes DocuSoft as having ‘the best user interface, whilst John Stokdyk, Technical Editor at AccountingWeb describes DocuSoft as ‘the choice for professionals’.
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