Invu, the leading provider of document management software to UK accountants, has partnered with PracticeWEB, the UK’s largest provider of web and content solutions to the UK’s accountancy and independent financial adviser (IFA) professions to deliver connectivity functionality between accountants & IFA firms’ secure client portals and their document management repositories.
Use of the connectivity infrastructure and document management system from Invu will ensure that firms are able to securely exchange confidential documents with clients online via the PracticeWEB Connector – an API utilised by both Invu Document Management and PracticeWEB’s Secure Document Exchange. Firms can expect to see significant benefits including time, effort and cost savings in administration, improved security of information exchange between accountant or IFA and their client, a robust audit trail and enhanced client service levels.
Explaining more about the Connector and its benefits, Richard Sergeant, Managing Director of PracticeWEB comments, “The PracticeWEB Connector is an exciting development for accountants and IFAs which will ensure that confidential and sensitive client data is being exchanged in a secure environment. By linking the document management system, client portal and Landscape website, a simplified, integrated and therefore more efficient approach and secure workflow is created. We believe this will save time and effort which can be better spent on working with or for clients and their projects.”
Marc Pegg, IT Manager at Bates Weston, a 10 partner business advisor & accountancy practice which is using the PracticeWEB Connector, comments, ’Bates Weston has been an advocate of the portal concept in the accountancy sector for some time. We firmly believe that the simplicity of the PracticeWEB connector will deliver a quantifiable cost saving to us on as few as 100 documents per month. Coupled with the client benefits envisaged we see the connector as a real winner.’
The PracticeWEB Connector optimises the way in which accountants and IFAs use their current software systems and is another example of PracticeWEB’s desire to continually find innovative ways of helping their clients to develop their practice or firm. Working with over 900 clients across the accountancy and financial services sectors, PracticeWEB utilises its strength and skills in harnessing technology to design, build and run websites that are totally unique. Accountants and IFAs can now take advantage of this new development that will ensure their PracticeWEB website is fully synchronised with other systems and software.
Invu has a strong track record in both the accountancy and IFA communities. Invu Document Management is also supplied by IRIS to accountants as IRIS OpenDocs.
Colin Gallick, Invu CEO, recognises the benefits of the partnership ’This is a functionality which we know our customers are eager to use and we recognise will bring clear and immediate benefits. PracticeWEB’s proven pedigree in the professional services space, and in particular the accountancy and IFA industry further cements Invu’s place in the accountancy profession.”
Invu develops software that incorporates document management, content management, workflow, automation and collaboration for a range of organisations. It specialises in solutions for the mid-market and smaller businesses.
Invu solutions typically give a return on investment in under six months, allowing organisations to see efficiency savings in terms of both money and time. It also enables secure and audited compliance for regulated firms.
Over 4,500 organisations have purchased Invu products. In the accountancy market Invu products are ICAEW certified, white-labelled through IRIS (as IRIS OpenDocs) and in use with over 20% of the top 100 practices. Invu has even greater presence in the IFA market and other financial services organisations, from brokers through to insurers.
Invu is successful in other sectors too with finance departments benefiting particularly from practical invoice processing solutions. Invu products integrate with a range of applications, including all major accounting systems as well as ERP and CRM systems. Housing Associations represent an increasingly large market where adoption is especially strong. For more information, visit www.invu.net.
PracticeWEB helps accountants unlock the potential of the internet. We design, build, host and run content rich websites for accountants enhancing online presence and improving engagement with clients, prospects and stakeholders. The combination of our website design service and expert content providers results in websites that are powerful marketing tools.
PracticeWEB’s highly specialised Search offering combines detailed research and benchmarking with ongoing Search Engine Optimisation to increase the amount of relevant website visitors from search engines.
We also provide flexible, high quality, low cost PDF marketing material through PracticeWEB Publishing. We have a range of workshops and consultancy programmes designed to help accountancy firms use marketing, SEO and Social Media to strengthen and grow their firm. For more information, visit www.practiceweb.co.uk.
SOURCE: PracticeWEB And Invu