Accountancy practice Bulcock and Co, based in Northwich, Cheshire, installed Invu to make the working life as easy as possible for all.
Rather than storing reference materials in a folder on the server, they store it in Invu for easy access. Mike Bulcock, Principal commented “We store technical information including Institute documents, articles, tips and tricks that can be shared, distributed by group Intrays or searched for by keyword and brought back instantly. Invu Document Management becomes more of an intranet or knowledge base for smaller practices.”
The processes of the practice have also been improved by Invu which is core to the way the practice works. It provides the practice with a complete client view and is much more accessible than searching in Outlook.
The time savings are also considerable. Tasks are much quicker and dual screen processing makes reviews so much easier than working with a pile of files. Mike continued “I can’t imagine how much time I’ve saved and the same is true of all my staff. Our day to day office life is so much easier with Invu. Administrative tasks are massively reduced so I don’t need an administration employee, saving me £15,000 a year. My employees have become more chargeable giving me a swift return on investment.”
Invu also has a positive environmental impact. Mike explained “All historical files are gradually being scanned, the paper shredded and re-cycled. We believe that this is contributing significantly to being environmentally friendly.”
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