Interwoven:

Contact Management

A Mission Critical Requirement
What accounting firms need is one firm-wide system that aggregates all content and correspondence (including audit and tax files, spreadsheets, financial statements, e-mail, attachments, back-up documents and scanned paper) from a variety of applications and organizes them into engagement or client specific electronic folders or WorkSpaces. This single solution must be able to manage dynamic work in progress and also capture and properly dispose of static records according to firm retention policies. And most of all, it must provide partners and accounting professionals with rapid, quick-click client or engagement level visibility from anywhere at anytime, without requiring significant changes to the way they like to work.

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