Accounting

Streamline firm process and save valuable resources

Accounting

Keep everyone at your firm on the same page with cloud-based collaborative software for accountants

Cloud-based document and email management software specifically designed to meet the challenges faced by accountants today minimizes the need for manual labour in document storage, extraction and collaboration. This allows firms to reduce costs and inaccuracies while increasing productivity and client satisfaction.

The best document sharing solutions for accounting firms provide easy access to firm work product, improved visibility and enhanced collaboration and customer service. iManage’s solutions are helping accounting firms around the globe.

As a premiere iManage partner, RBRO brings the credibility of a seasoned organization that has consistently delivered excellence to all aspects of our partnership. RBRO is a Certified Global iManage Partner which encompasses RBRO as an iManage Reseller, Integration Partner, Technology Partner and Training Partner for iManage. This extensive partnership makes RBRO uniquely qualified to provide for all of our customers’ iManage-related needs. It also demonstrates to our customers that we have the ability to meet the challenges and opportunities that are before them—head on! Through our training and strategic services offerings, we help our clients to make great decisions and support them through the process of implementing the iManage solutions.

Streamline firm process and save valuable resources

Accounting firms strive to reduce costs and enhance client service against a backdrop of increasing regulations and an explosion of content. Effectively organizing and leveraging client work product is essential to cultivate better customer relationships and deliver more responsive service. With iManage’s collaborative software and web-based document management system, enhanced with RBRO’s proprietary solutions, accountants can:

Improve professional productivity at all levels of the organization by managing client and engagement content and communication in integrated electronic files
Enhance collaboration internally and with clients
Improve governance and security over critical work product in accordance with firm and client policy
Get more out of your data, gain new insights and automate routine cognitive tasks by leveraging the power of AI and machine learning
Improve client response time with anywhere-anytime access to critical information via any mobile device

Streamline tax and audit engagements

Tax and audit professionals face unique challenges as work product takes on increasingly diverse forms across digital platforms. iManage mitigates risk by managing the complete client file in unified, secure engagement folders. Here are some other benefits provided by iManage’s document sharing solution for audit and tax professionals:

Source data quickly
It’s easy to source data with cloud-based client portals.
See the whole picture
Manage engagements in comprehensive, integrated project workspaces organized by client and engagement.
Reduce costs, boost quality
Automate tax and audit review processes to ease the burden on your team and your clients.
Secure collaboration
Work together with clients and other experts securely throughout the tax and audit engagement – regardless of size and complexity.

Enhance collaboration and share knowledge

Advisors in areas such as wealth management, valuation and M&A must keep abreast of fast-changing regulations and market conditions. They require easy ways of collaboration with clients and each other and simple methods for sharing knowledge and best practices. iManage’s leading cloud-based software allows financial consultants and advisors to:

Manage any engagement
Letters, proposals, emails, financial models and other project documents are saved in unified engagement files, which can be secured to the project team.
Maintain ethical walls
Secure individual documents, or entire project file as needed to maintain appropriate governance specific to the nature of your client engagement.
Increase productivity through standardization
Templates enable best-practice project templates to be reused so your firm can operate more efficiently.
Work from anywhere
With powerful mobile and offline capabilities, iManage is built for the on-the-go professional.

RBRO Solutions is a Certified iManage Partner and reseller of iManage Work and its related iManage products. We are iManage experts; our team is comprised of Certified iManage System Engineers, Certified iManage Trainers and Certified iManage RAVN (AI) Engineers. We can guide you in the research, purchase, consulting, implementation, and ongoing support and training requirements for your iManage Work document management system—on-premises or in the cloud. And RBRO’s suite of proprietary add-on products will help extend the power of your iManage solution, to ensure you get the most out of your iManage investment.