As an accountant, you know how time-consuming and stressful it can be to manually process piles of binders, purchase invoices and receipts. Fortunately, as software for bookkeepers, TriFact365 offers a solution that is not only efficient, but also easy to use. In this blog, we share practical tips to get the most out of TriFact365 and streamline your accounting processes.
Digitise Everything
The first step to a more efficient workflow is digitisation. TriFact365 uses advanced AI technology to convert paper documents into digital data.
Tip: Collect all binders and stacks of purchase invoices and receipts and scan them in batches. Use a good scanner that can scan double-sided to save time. Organise your scans in folders by customer or month for a clear overview.
Use The Cloud Benefits
TriFact365 is fully cloud-based, which means you can access your data anywhere, anytime. This makes collaboration with customers and colleagues much easier.
Tip: Encourage your customers to upload their documents directly into TriFact365 via the mobile app or e-mail function. This way you can get started faster and avoid losing physical documents.
Work Smart Together
TriFact365 offers the ability to collaborate with customers and colleagues in real-time. This allows you to resolve queries quickly and make processes more efficient.
Tip: Use the filtering and analysis functions to share insights. This helps in better decision-making and shows your added value as an accountant.
Keep Developing Yourself
TriFact365 is regularly updated with new features and improvements. By keeping abreast of these updates, you can continuously improve your services.
Tip: Follow TriFact365’s newsletter to keep up to date with the latest developments.
Secure Your Data
When working with sensitive customer data, security is essential. TriFact365 meets strict security standards, but it is also important that you as a user do your bit.
Tip: Use strong passwords, set up two-step verification and make sure you regularly back up your data.
This software for bookkeepers is a powerful tool to turn binders and piles of papers into an efficient, digital process. By using the capabilities of this software, you can save time, minimise errors and provide more value to your customers. Try implementing these tips into your daily workflow and experience for yourself how TriFact365 can transform your accounting practice.
