7 Oct 2021

Streamline data collection from your clients

Introducing FileDirector, a workflow and document management software that can help in achieving your goals.

With the ease of generating electronic documents and internet availability, document flow has increased four folds in the industry. WhatsApp, Telegram, email etc. are a few means of sharing information at your fingertips. While these have made things easy to share, it has also resulted in a massive pile of data. Finding the right document/data at any given point in time has become an increasingly lengthy process.  

Chartered Accountancy firms find it extremely difficult to keep track of documents received from their various clients. There is a need to streamline the process of collection of data and sharing of information which would be in the form of .xls, .doc, .pdf etc. files or then Tally backups. Another problem faced is the multiple versions of documents floating around. How does one know which is the correct version? 

Rincon has a portal which helps CA firms receive the information from their clients in an organized manner. Each document is uploaded by the client itself in the system using an easy-to-use web page under the different categories and adding the associated fields along with it. There can be different types of documents such as 

  1. GST 
  1. Audit 
  1. ITR 
  1. eTDS

The authorized persons from the CA firms can download the required data for a particular client with a few clicks. They can download the document, go through their internal process and comment. Once done they can upload the document back into the system so that the latest version is available always. While the person is working on the file, if someone else tries to download it, the other person is notified that someone else is working on the file. No more version conflicts.

A complete audit trail is maintained in the system like when the document was uploaded, who and when the document was opened, etc. A layer of security can be added which helps the CA firms

protect their client information to be viewed/downloaded for certain employees only. Thus, data for a client’s GST matters cannot be viewed by someone who is looking after TDS.

Instead of spending time searching for information, the system helps people concentrate on their work and increase their productivity.

Benefits

  • Efficient, Flexible and Scaleable
  • Helps you focus on growth and core competency
  • Reduce Overheads
  • Maximize ROI
  • Value-added service for your clients
  • Clients and CA Firm can access documents at the click of a button