As an accountant, you face increasing pressure to modernise your services and improve efficiency. Digitalisation and managing your document flow are crucial to making this happen. In this article, we provide you with five essential tips to ensure a smooth and secure digital transformation. 

The days of endless stacks of paper are behind us. Digitizing physical documents is essential for working faster, more efficiently, and sustainably. Start with the most important documents: contracts, annual reports, and invoices. Use reliable digital solutions that not only allow you to store documents securely, but also enable you to sign them digitally with the same legal value as a ‘wet’ signature. 

Digitalisation is not just about scanning documents; it’s also about automating daily administrative tasks. Imagine incoming invoices being automatically read into your accounting system, or your clients approving documents directly through a secure digital signature. This reduces manual workloads for you and your team, giving you more time for personal advice and strategic support for your clients. 

An essential part of digitalization is transitioning to electronic signatures. With a qualified electronic signature (qes), you can confidently confirm the signer's identity. This type of signature provides the same legal value as a physical signature and offers extra protection against fraud. Thanks to itsme^®, your clients can easily and securely sign contracts, powers of attorney, or company statutes without the need for physical presence. 
Want to learn more about the legal value of a digital signature? [download it here] 

Security is crucial in accounting. Clients expect their sensitive data to be optimally protected. The best way to do this is through multi-factor authentication and fully encrypted data. By using secure solutions for your platforms and tools, you minimize the risk of data breaches and phishing. 

DigitaliSation doesn't have to be complex for your clients and employers. Many user-friendly solutions allow your clients to log in securely and easily, confirm transactions, or sign documents. This not only enhances convenience but also strengthens your relationship with them. Once they experience the ease of digital solutions, they’ll be less inclined to return to outdated, time-consuming methods. 

From increased efficiency to enhanced customer experience, digitizing your paper flow and using a qualified electronic signature prepare you for the future and allow you to serve your clients securely and efficiently.  Want to learn more about how itsme^® and our partners can help your firm with your document transformation?

Visit our booth at the ITAA conference and discover the benefits of itsme^® for your business!