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Working with the Trusted Advisor

机译:与可信赖的顾问一起工作

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摘要

Vendors and CPAs go hand-in-hand. Take this example. A particular software system announced a partnership with one of the nation's top CPA firms to provide a CPA-specific, hosted version of the software company's popular document management software. The product would supply CPAs with a firm-wide, Web-based solution for electronically storing, managing, and distributing tax and audit documents, production reports, existing PC files, and e-mails, to name a few. The fit was a perfect one for both organizations as the partnership helped create a better product and service model than any in the CPA market. Why? Because the CPA firm also helped the software company to customize the product for the CPA market and securely hosted the software and store user documents at the firm's data management facility. What this also did was to improve clients' services by eliminating paper shuffle and decreasing paper and IT costs. The system also integrated smoothly into existing business applications such as tax and audit engagement software as well as billing, accounting, and practice management programs.
机译:供应商和CPA齐头并进。举这个例子。一个特定的软件系统宣布与美国顶级CPA公司之一建立合作伙伴关系,以提供该软件公司流行的文档管理软件的特定于CPA的托管版本。该产品将为注册会计师提供全公司基于Web的解决方案,以电子方式存储,管理和分发税收和审计文档,生产报告,现有的PC文件以及电子邮件,仅举几例。这次合作对两家公司来说都是一个完美的选择,因为该合作伙伴关系帮助创建了比CPA市场上更好的产品和服务模型。为什么?因为CPA公司还帮助软件公司为CPA市场定制了产品,并安全地托管了软件并将用户文档存储在公司的数据管理设施中。这还通过消除纸质洗牌并减少纸张和IT成本来改善客户服务。该系统还顺利地集成到现有业务应用程序中,例如税务和审计业务软件以及计费,会计和业务管理程序。

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