Audit and accounting practitioners face increasing challenges in their daily work, from changes in complex tax legislation to changes in accounting and auditing requirements. This comes on top of managing demanding client needs and keeping on top of workloads in busy practices. 

All of this creates the need for a swifter and smoother approach to managing the expectations of clients and regulators. The need for security over sensitive information effectively limits the use of email as a document exchange mechanism, or means of sharing that information. This challenge becomes even greater when you are working with multiple clients across larger practices.

This white paper, in association with AccountingWeb, shows how the latest cloud technology for request lists and document management can simplify and automate your processes while guaranteeing the highest levels of security.