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Haines Watts Chartered Accountants Case Study

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Company Profile

Haines Watts is a Top 15 firm of chartered accountants who specialise in advising and supporting business owners. They support over 35,000 companies and business owners around the UK, which gives their clients access to a huge amount of business expertise and knowledge. Their fresh thinking and practical business approach underpin their values.

Challenge

Working in a sector which has high regulatory compliance laws, Haines Watts must retain permanent files on behalf of its clients along with correspondence and working paper files for a prescribed amount of time. These files were taking up valuable office space and running up costly storage fees. With an increasing lack of storage space and comprehensive databases in place, requests for files by staff was resulting in lengthy searches every time a file was required.

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Solution

Haines Watts – Wolverhampton tasked Ascentas Group to collect, catalogue and digitally convert all their paper documents for their clients. Documents are indexed, OCR’d and securely stored in a secure online repository which are then instantly retrievable at the page level all while being securely managed with robust user security privileges, records management and retention scheduling powered by Laserfiche ECM.

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