Cloud-based solution helps UK accountants seamlessly manage workflow process and work more closely with clients
LONDON, September 13, 2019 – Thomson Reuters today announced the launch of Onvio Firm Management, a cloud-based practice management solution that combines the essential elements of practice management – including project management, time and billing, document management, and portals – to help UK accountants manage their firms and collaborate with clients more seamlessly than ever.
Ian Cooper, Product Manager at Thomson Reuters said, “Accountants and clients alike work in an increasingly mobile environment across geographic regions. Onvio Firm Management offers best-in-class solutions that add efficiency and reduce cost for firms, along with the benefits of improved client service, flexibility, and real-time collaboration that the cloud enables”.
The solution saves firms time and cost by automating essential processes that are otherwise time- and effort-intensive so that accountants can focus on delivering added-value services to their clients. The Project Management module streamlines projects by tracking dates and tasks needed to complete specific jobs, and the client and staff dashboards ensure internal and external stakeholders are always up-to-date on the current status of projects. Onvio Firm Management also includes Onvio Documents, which provides a place to store and share essential documents with clients and staff, reducing the time accountants spend chasing client data.
Onvio Firm Management is the latest solution to be added to the Thomson Reuters Onvio platform. Onvio is designed to help accountants collaborate with clients in the cloud and alongside the Thomson Reuters Digita compliance solutions to support firms at all stages of their migration to the cloud.