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The comprehensive guide to business email management

An effective email management framework for your business



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Digitising Paper Trails
Moving to a virtual back office

Many Accountancy and Financial Services firms continue to abide by outdated document management processes, even those with a document management system. Printing documents and continuing to rely on hard copies is not only unnecessarily wasteful but also extremely costly.


Technology has made it easier than ever for organisations to file and store their files digitally. This means there’s no longer any excuse for employees to have to spend hours searching through multiple poorly organised file cabinets simply to find the one piece of paper they need. 


Digitising paper trails provides efficiency and productivity benefits that make it hard to ignore. A digital approach helps businesses to meet their increasingly stringent compliance requirements. Whether it’s digitising file archives, switching to an electronic invoicing process, storing emails in a central location, or building chat services into a communication strategy, digitisation offers huge benefits to organisations. Furthermore, businesses that don’t embrace the digital approach run the risk of being left behind by savvy competitors.


Download our guide to see:

  • The benefits of taking paper trails digital
  • Why this is an urgent business requirements
  • What makes a modern paper trail
  • The role of email management in enabling virtual paper trails
  • How to standardise filing across the business

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