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Subcategories:
Procedural and Office Organisation for Tax Advisers and Chartered Accountants Based on Docuframe®:
Incoming Mail Book
Here all incoming documents, such as e-mails, faxes, scanned letters, etc., are registered with date and time.
Here all incoming documents, such as e-mails, faxes, scanned letters, etc., are registered with date and time.
Outgoing Mail Book
Here all outgoing documents, such as e-mails, faxes, letters, reports, etc., are registered with date and time.
Here all outgoing documents, such as e-mails, faxes, letters, reports, etc., are registered with date and time.
As well as the time and the date, the number of the recipients, attachments and documents can also be extracted.
Pic. 1: Incoming Mail Book / Outgoing Mail Book
Versioneering
Each type of document can be provided with version numbers and be processed by means of a Workflow, depending on its release status.
Each type of document can be provided with version numbers and be processed by means of a Workflow, depending on its release status.
Workflows
Flexible, individual Workflows can be created. All the other functions of DOCUframe® can also be included.
Flexible, individual Workflows can be created. All the other functions of DOCUframe® can also be included.
Escalation Management
The organisation can be flexibly represented by means of proxy regulations and hierarchies and thus documents can be escalated with the expiration of deadlines or other events. This monitoring prevents mail from being left unattended.
The organisation can be flexibly represented by means of proxy regulations and hierarchies and thus documents can be escalated with the expiration of deadlines or other events. This monitoring prevents mail from being left unattended.
Pic. 2: Versionieering, Workflow and Escalation Management
Work Periods and Deadlines
Each document can be registered automatically or manually into a deadline book. The system supervises the document and gives reminders when the deadline is expiring.
Each document can be registered automatically or manually into a deadline book. The system supervises the document and gives reminders when the deadline is expiring.
Deadline Book
All documents, which are subject to deadline control, are registered in the deadline book. This can be represented within the system or as a printout.
All documents, which are subject to deadline control, are registered in the deadline book. This can be represented within the system or as a printout.
Pic. 3: Selection of Deadlines and Dependent Actions
Co-operation Partner
To each client, one or more co-operation partners (attorneys, etc.) can be assigned. The entirety of the correspondence is archived transparently and is evident both with the client and with the co-operation partner.
To each client, one or more co-operation partners (attorneys, etc.) can be assigned. The entirety of the correspondence is archived transparently and is evident both with the client and with the co-operation partner.
Spouse, Relatives and Children
All relatives can, if relevant, be stored. The entirety of the correspondence is archived and is evident both with the relatives and with the client.
All relatives can, if relevant, be stored. The entirety of the correspondence is archived and is evident both with the relatives and with the client.
Pic. 4: Several Clients are Cared for by a Single Co-operation Partner
Conversation Protocols/ Visitation Reports
Each kind of conversation protocol can be saved with the client, at any time. An automatic Activity Protocol makes an immediate overview possible of all open or agreed-upon activities with the client.
Each kind of conversation protocol can be saved with the client, at any time. An automatic Activity Protocol makes an immediate overview possible of all open or agreed-upon activities with the client.
Electronic Client Document
All relevant information about a client is stored and administered.
Interfaces to usual administrative systems, e.g., Datev, Agenda and Simba, make a complete overview of a client possible.
All relevant information about a client is stored and administered.
Interfaces to usual administrative systems, e.g., Datev, Agenda and Simba, make a complete overview of a client possible.
Pic. 5: Conversation Protocols/ Client Visitation Report or Client Document
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