Boost Your Accounting Company's Efficiency with Flowsecure
Tips & Tricks

Boost Your Accounting Company's Efficiency with Flowsecure

Accounting companies handle vast amounts of sensitive data and often face challenges when it comes to securely sharing information, managing KYC requests, onboarding new clients, and obtaining recurring data from clients.

Flowsecure offers a comprehensive solution designed specifically for the needs of accounting firms. Discover how Flowsecure can enhance your daily work processes and elevate your company's efficiency while maintaining the highest standards of data security.

Secure file sharing.

Flowsecure provides a secure environment for sharing sensitive financial documents and files.

Instead of relying on vulnerable email attachments, you can leverage Flowsecure.io's advanced security features, such as optional security levels, password protection, and expiry controls. This ensures that your clients' confidential information remains protected, mitigating the risk of unauthorized access or data breaches.

Streamlined KYC Requests.

Know Your Customer (KYC) processes are vital for accounting companies to ensure compliance and mitigate risks. Flowsecure.io simplifies KYC requests by offering customizable forms and workflows. You can create and deploy KYC processes tailored to your specific requirements, making it easier for clients to provide the necessary information while ensuring consistency and accuracy.

Efficient Client Onboarding.

Onboarding new clients often involves collecting a significant amount of data. Flowsecure streamlines the client onboarding process by providing user-friendly form-building tools.

You can easily create customized forms and collect client information efficiently. By automating the process, you can enhance the onboarding experience, reduce manual errors, and expedite the time-consuming task of gathering client data.

Recurring Data Collection.

Flowsecure simplifies the process of obtaining recurring data from clients on a periodic basis. Instead of chasing clients through emails and reminders, you can set up recurring collection processes within Flowsecure. This automation eliminates manual follow-ups, ensures timely data submission, and improves overall efficiency in managing client data.

Centralized Collaboration.

Collaboration is a critical aspect of accounting work. Flowsecure offers a centralized platform where team members can securely access shared files, collaborate in real-time, and maintain version control. This streamlines communication, enhances teamwork, and ensures that everyone is working with the most up-to-date information..

Enhanced Data Security and Compliance.

Flowsecure prioritizes data security and compliance with industry standards and regulations. The platform employs robust encryption measures, offers data access controls, and provides audit trails for tracking file activities. By utilizing Flowsecure, your accounting company can maintain data privacy, meet compliance requirements, and protect sensitive financial information.

Flowsecure empowers accounting companies to streamline their daily work processes while maintaining the highest level of data security and compliance. By providing secure file sharing, simplified KYC requests, efficient client onboarding, recurring data collection, centralized collaboration, and enhanced data security features, Flowsecure revolutionizes how accounting firms manage their workflows. Embrace the advantages of Flowsecure and elevate your accounting company's efficiency, productivity, and client trust. Read here more about how to profit from using Flowsecure.

Want to try Flowsecure? 
Click here to get a free trial

Related Posts

Get started with Flowsecure

Want to try? Contact us for a demo, or try yourself by registering to our free plan.

Book a demo
SIgn up for a free trial
Streamline Illustration