Transform Data for
Accounting & Consulting
is trusted by many firms and enterprise organisations worldwide to integrate clients, engagements, projects or other case types into the familiar interface of Microsoft Outlook & Teams.
We know what you require
Transform Data for Accounting & Consulting integrates well with commonly used applications and allows multiple organisations to easily collaborate in a case or transaction with maximum security.
CRM / ERP Integration
If your client and engagement details are already captured in your CRM or ERP system, this information can be exchanged and aligned. Making sure every client and engagement in your leading system gets a corresponding workspace within your case management systems and is updated with correct meta-data, status and security information during its complete lifecycle.
Document & E-mail management
Allowing users to store all important documents and e-mails in a central (shared or secured) matter. Providing key functionalities that you expect from a modern DMS, such as versioning, recycle bin, searching capabilities and support for Co-Authoring of documents. This is all integrated into the core office productivity applications such as Outlook, Word, Excel, PowerPoint, and Teams.
Collaboration Rooms & Client Portals
Benefit from the sharing capabilities of SharePoint Online and Microsoft Teams and provide a personal landing page for clients to share documents including version control, set notifications, read news, get status updates and use Q&A’s. Or provide access to self-service expert tools to automate commonly used tasks such as the creation of contracts or risk assessments.
Powerful Search
Transform Data for Accounting & Consulting users benefit from the powerful search capabilities of SharePoint and Qwickr to find and use documents, articles and/or subject matter experts quickly and can save personal/departmental searches for quick retrieval of custom data sets.
Document approval
Allow users to leverage the standard SharePoint Document Approval capabilities by integrating the Power Automate review process into Microsoft Outlook.
e-Signing integration
Digital signing has become a common standard as this simplifies the signing process and speeds-up transactions. Transform Data for Law firms integrates well with the common e-Signature providers such as Validsign, Docusign and Adobe Sign.
“Our collaboration has worked very efficiently. Transform Data has undertaken many projects of this nature, and is able to bring to bear best practices from other implementations. This made it very easy for us to design the system”
Dennis Ruzius, Atlax Tax Lawyers
Toby Woodhead, Armstrong Watson
Interested and want to see more?