3 Ways GoFormz Supports Accountants
Eliminate messy piles of paperwork with digital forms
Accountants are tasked with making critical financial decisions for their businesses and clients. With vital information always at the forefront of their day, it’s important to remain organized and have accurate, real-time data. Paper-based methods make this nearly impossible to accomplish as paper forms can create cluttered paperwork, become lost over time, and require tiring, manual record-keeping.
A convenient and efficient alternative to the traditional paper-based method of accounting is through digital forms. Digitizing paper forms make the accounting processes faster, more accurate, and most importantly, more secure! From automatically calculating totals to running reports on collected data, GoFormz makes it easy to make informed business decisions with digital data collection.
While there are many ways GoFormz supports businesses across various industries, here are the top three ways GoFormz supports accountants with secure digital forms, real-time data, and automations.
Streamlined Data Entry
Digital forms make it easy for accountants to collect, store, and process large amounts of financial data quickly and efficiently. This can significantly reduce the time and effort required to enter and process data, allowing accountants to focus on more complex tasks. Mobile forms can be dispatched pre-populated with client data to streamline form completion processes and ensure data accuracy. For example, a digital invoice can be shared with a client that automatically has their name, company, and contact information filled out, requiring the client to only focus on digitally signing the document.
Improved Data Security
Another benefit of GoFormz is the security of digital forms over paper forms. While paper forms uproot various risks like stolen, mishandled, damaged, or simply lost documentation, digital forms encrypt all data passing to and from the GoFormz server base. Within the platform are fully customizable user and group permission settings, meaning only certain individuals can access form information based on the parameters set in place.
GoFormz also provides HIPAA-secure forms at the enterprise subscription level for all medical clients. Since GoFormz allows users to upload their existing paper or PDF forms, it’s an easy solution for healthcare providers looking to digitize their HIPAA forms without recreating existing documentation.
Increased Collaboration and Communication
Digital forms empower accountants to share and review financial data in real-time, improving communication and collaboration among team members. By leveraging integrations with CRM/ERP systems, or our collection of native integrations, finance teams will always have the latest, most accurate data from their company’s forms. GoFormz can also automatically email clients, stakeholders, and other external parties completed form copies, forms to complete, and more, to keep everyone informed. Through these Automated Workflows, collecting legally binding documents, like an electronic signature form, can be automated from start to finish – expediting form processing and communication.
Conclusion
Overall, digital forms provide accountants from all industries with a valuable solution that eliminates paperwork, streamlines data entry and processing, enhances data security, increases collaboration, and much more. If you’re interested in getting started with GoFormz, sign up for your free 14-day trial below.
