Document Management for the Paperless Office

Providing Technology Solutions

Accord Document Management
the Paperless Office

New in Version 5.4

Document Notes
E-Merge (Email Merge)
Digita Integration
Access Diary via Smartphone

more info...

The Accounting Web Business Software Satisfaction Awards are decided by the votes of end-users – the people who count. This year nearly 6,000 software users took the time to express their opinion on the software they use in their business. So the prestigious awards are eagerly sought after by software suppliers.

Effective Document Management is your route to The Paperless Office.

Forget the hype and the dispute about whether this is attainable or even desirable. Instead just imagine what your business would be like if you no longer had 90% of the paper your currently generate & receive.

You’d certainly benefit by doing so …

ü Improved Efficiency – all information is held in the client file for immediate access

ü Being Proactive rather than Reactive improves customer satisfaction

ü Reduced Storage Costs

ü Improved Control Procedures and Electronic Storage results in increased use of Email, less postage and reduced costs

ü Increased Security – reduced reliance on paper files that obviously aren’t “backed-up” and are a fire hazard

ü Your contribution to a Greener World

All resulting in Improved Profits

Unlike other products that simply deal with document generation and document scanning Rapport tackles every aspect …

Document Generation
Word documents, Excel spreadsheets
Document Scanning
We’ve yet to encounter a scanner that doesn’t work with Rapport. Scan to TIF, PDF, MDI
Application Generated
Save a copy of every document, e.g. Invoice, Accounts, Tax … as a PDF
Email
Outgoing & Incoming. Use E-merge facility, (Email Mail Merge), and save £££’s compared to hard copy costs
Notes & Reminders
No need for Post-its
Diary & Events
Not simply a Diary but an Event Manager too and the unique Two-Way View means that you can see every appointment, note & reminder via the client file too
Telephone Recording
Avoid the need for detailed notes – record a conversation and save it as an MP3 in the client file. You can even email it to the customer/contact.

Use the above as a Check List when comparing Rapport to other products costing up to 5 times as much.

Rapport is used in small, medium and large businesses throughout the UK. It enables staff to build a rapport with clients through the sharing and management of client information across the business.

Yes. If you and your staff are used to working with Microsoft Word or Office, they will feel comfortable with Rapport from the start.

In several ways. Overall, it increases efficiency and businesses report major savings in administrative time.

Rapport supports the administrative function so that if a member of the team is away, it provides an automatic letter writer.

The system automatically saves the work away into the relevant client file so finding it at a later date presents no problem.

Rapport automates routine tasks such as bulk mailings. There is no need to mail merge letters – Rapport does it for you and cuts the time spent on producing end of year letters from weeks to days.

Savings are also reported in phone costs. Because Rapport provides comprehensive client information on screen instantly, partners feel confident enough to take a client call straight away and no longer have to return the call when the file is front of them.

Focuses on the client

Automatic letter writer (using Microsoft Word )

Notes and reminder feature allow notes to be typed up as a phone call is taken

Advanced search facility through fields or text

Comprehensive list of client correspondence on-screen instantly

Cross referencing between clients is easily achievable

Documents are stored automatically in client file in date order

Complete, secure audit trail for document authenticity

Automates complete mail merge routine, including E-mail merge

E-mails clients instantly by connecting to your email software

E-mails documents to clients simply by clicking one button

Document archiving and retrieval

Existing data sources may be used to import into Rapport

Additional client data may be used to produce powerful reports

Business Diary with unique two way view

Rapport data can be exported for usage in other software

Automatic updating link to Accord (Practice Net’s accounts production software)
QMS Tax and Digita Contact Manager

Favourite Client list can be stored

Favourite Item list also available

Optional Document Scanning module for a more complete correspondence file

Optional access to Diary Module via mobile Smartphone

Importing of spreadsheets into the client file

32bit Windows software product including remote access
Available as standalone or networked versions
Requires Microsoft Word 2000 or later to be installed
Microsoft Windows 2000/ XP or Vista