Proof of Concept in a Day
Financial Services
Office Managers
AccountantsComplianceEducationFinancial ServicesFranchisorsGovernmentHealthcareInsurersLaw FirmsOffice ManagersRegulatorsSmall / Medium Sized BusinessesProof of Concept in a Day

For Accountants

Simplify information capture. Automate frequently used documents. Use the data.

Automate the distribution, completion, return and data management of internal forms, checklists and compliance records.  

Make it easy for clients to complete and submit your required forms, checklists and compliance documents.

Run event driven data capture campaigns aimed at all, or segments of your audience.

Help your teams get NDAs signed, create high quality proposals, and provide consistent client reports.

Take your other routine documents (e.g. letters, forms, checklists, contracts…), automate and activate them.

Create new revenue generating services (e.g. compliance campaigns) and increase margins by working more efficiently.

Faster. Better. Cheaper.

Interested? Get started with Kim today.

Try now for freePoC in a Day
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