From risky workflows to secure accounting onboarding.
- More streamlined data collection
- More robust approval and request systems
- Greater data privacy and security
Here are a few of the obstacles accountants grapple with when they onboard clients the traditional way
It is easy to violate data regulations when clear expectations are not set across your team, leading to scope creep and potential privacy issues.
Duplicated data can lead to data corruption as well as misused storage space. This can pose certain complications across your team’s reporting and evaluation processes.
Unstructured processes can affect how you process and assess your client data. This can lead to various gaps and issues in your service delivery as well as compliance efforts.
In today’s digital world, outdated practices and lengthy processes can lead to various errors in your data, threatening your compliance with various industry standards and regulations.
With no standardized process in place, you may end up overlooking mistakes during an internal audit that creates a ripple effect, compromising accounting rules and regulations.
When compliance strategies are not communicated across teams, it can affect the utility of the onboarding process and lead to greater inefficiencies across client management.
Maintain data that is accessible to your clients and teams through a centralized database. Verify and manage information in accordance with compliance requirements easily.
Shorten the time you need to dot your Is and cross your Ts with our streamlined workflows for collecting key client data, evaluating it and compiling it into risk management reports.
Automate your processes in accordance with relevant data policies and locate information needed for your compliance activities on a faster timeline with fewer inaccuracies.
All your data is encrypted at rest with AES-1256 and sophisticated encryption keys management. We comply with the highest standards of security and data protection.
Automate your processes for a powerful, streamlined financial system. Eliminate the possibility of fraud and credit risk.
At Clustdoc, we provide you with all the features you need to streamline your onboarding and compliance workflows.
With the Clustdoc app, we help your clients and teams submit, process, request, and assess key accounting information on the go.
You can also synchronize Clustdoc with your cloud storage solution for a safer exchange of confidential data, internal audits and much more.
Clustdoc completely fits into your current business apps ecosystem.
Developer? Learn how to build on top of our client onboarding software.
Discover what other companies say about our platform.
Learn more about how Clustdoc can help your teams better work with accounting customers.
Automation in the finance and accounting world ensures that organizations are able to process data effectively, complete routine tasks more efficiently and accurately, and lower the administrative burden on their teams. Automation is also playing a more crucial role in traditionally human-intensive processes like onboarding and compliance management.
Clustdoc helps you streamline your data collection process and allows you to manage all your client data in one place. From requesting information relevant to your compliance processes to storing data securely, our platform helps you remain in line with industry standards and regulations.
It also complies with the GDPR regulations and other leading data privacy instruments in addition to helping you carry out privacy impact assessments.
To further enhance your compliance, we carry out regular audits on our site to control various risks and vulnerabilities.
While there is a subscription fee you need to pay to use our technology, you can get started with our FREE, 7-day, no-obligation trial!
The first step is to choose and identify which of your accounting processes, like client onboarding, you'd like to automate to improve response time.
Then, we'd recommend acquiring the appropriate technology that will support your automated processes. Make sure you’ve chosen a platform that can be integrated with your existing technological ecosystem like Clustdoc.
Once you've done that, you'll set up a workflow. This takes into account different conditions and triggers that escalate users from one stage to the other based on the data they submit or tasks they complete.
And finally test your automated process. Once you’ve set up the rules and made sure your workflows progress smoothly, your accounting process is automated successfully.
