Document management: Making the self assessment season easier

6th Jan 2020
Brought to you by
Zoho Books
Share this content

The self assessment season is a stressful time of the year for everybody. You probably remember spending the last and first few weeks of every year incessantly asking your clients for missing information so that you could process their tax returns. 


Fortunately, new technology is now here to make things better. 

The document manager within Zoho Books makes it easy for your clients to send you relevant files. Here are some of the best features of the document manager in Zoho Books:

  • Clients can email documents to your account: Clients only need you to send them the designated email address where they can send information. Zoho then automatically captures it and places it in the right folder within Zoho Books, where you can access it directly. 

  • Auto-scan: There’s no need to manually enter data anymore. The Zoho Books AI system automatically captures data from your clients’ documents, saving time for you and helping you process your clients’ returns faster. 

  • Matching transactions: Once the scan is done, you can merge a transaction with an existing document. While creating a new transaction, if all the details match an existing scanned document, you will see a ‘best match’ stat next to the document or a ‘possible match’ stat if some of the details match. That way you can be reassured you haven’t saved any duplicate transactions. 

Convenient and secure

To stay organised, all the files can be arranged into folders. All the members of your team can access the folders and the data within them, but your firm can add different user permissions so that each person only has access to the information they need. 

That way, your clients can rest assured their valuable financial data is in good hands and well protected!

Would you like to know more about the document manager in Zoho Books? Take a look at this short video:

Find out more about Zoho Book’s Documents.