For accountants, one of the most critical aspects of running a successful firm is managing client financial files. The ability to efficiently organize and navigate through these files directly impacts the quality and accuracy of your services.

As December approaches, the looming increase in workload threatens to overwhelm you and your team, risking errors and draining morale.

SharePoint users know two things about the platform: It’s powerful but also convoluted. The platform addresses so many use cases and can be an excellent workplace collaboration tool—IF it’s organized correctly. If not, it could cause chaos, and prompt user workarounds.

Despite a myriad of modern solutions on the market, email still remains a go-to communication tool for most organisations.

If your organisation is growing rapidly or is already large enough to start hiring niche roles, the document specialist may be at the top of your list, especially if your business relies heavily on documentation.

Digital document management tools have (thankfully) replaced most paper-based approaches to keeping up with important files and records.

You’ve worked well into the evening putting the finishing touches on a critical client file. You hit send on the email mere hours before the deadline and head home, confident in the knowledge you’ve submitted your best work.

Let’s talk about folder structure. Yes, I know: Your eyes have already started to glaze over, because this isn’t exactly the most exciting topic. Honestly, it’s probably one of the most boring topics you’ll ever read about—unless you’re someone who’s obsessed with being organised.

Microsoft SharePoint is an enterprise product that’s been on the market for many years and has grown to address a number of organisational needs. Chief among these is using SharePoint for document management.

Few organisational leaders—even those who champion operational efficiency—would say they enjoy thinking about document approval workflows. Still, such workflows are an important part of any business because, without them, you’ll no doubt encounter project delays and client dissatisfaction.