Overcome Document Management Challenges with Levvy’s Document Folder

Overcome Document Management Challenges with Levvy’s Document Folder

In the demanding environment of client-facing firms, managing documents and client information effectively is essential. Even with a document management system, companies might still waste time finding, organizing, and sharing important files.

Choosing a practice management software with comprehensive document management capabilities can greatly reduce time-consuming tasks and enhance workflow.

In this blog, we’ll share some common document management challenges, and how Levvy’s new document folder feature solves them.

Common Document Management Challenges

Context Switching to Request Files from Clients

Accountants frequently need to change between various platforms and communication methods when asking clients for files. This constant context switching can be time-consuming and frustrating for both professionals and clients. It can lead to delays in receiving important documents and ultimately impact the efficiency of the accounting firm.

Levvy’s Solution: Streamlined Client File Requests

Levvy’s new document storage makes it easy for professionals to request and manage client files. They no longer need to switch between email, client portals, or other platforms. Instead, they can now request files through email or copying a link directly within the Levvy task modal.

How it Works:

• Click the “Request Files from Clients” button on the top right corner of the task modal dashboard.
• Enter the client’s email address and an optional message to upload the required documents.
• The client will click the link shared in the email and drag & drop their files

Say goodbye to a separate client portal!  Levvy’s document folder streamlines the file request process, eliminating context switching and saving time for everyone involved!

Request Files from Client within the Levvy Task Modal

Time-Consuming Document Search

When client documents are scattered across multiple platforms, it’s a challenge to efficiently track and manage them. This disorganization can lead to wasted time as employees struggle to locate the necessary documents. It can also increase the risk of errors due to the potential for outdated or incorrect versions of files being used.

Without a document management system in place, important information can easily slip through the cracks or be overlooked.

Levvy’s Solution: Automatic Document Storage

Levvy automatically makes a subfolder in the client’s workflow to keep all uploaded files together, in one place. With just a few clicks, users can access all relevant files without having to navigate through multiple platforms. This saves a significant amount of time searching, downloading, and organizing files, so your team can focus on the task at hand.

Professionals can now stay organized and focused on their work, improving efficiency and organization. Say goodbye to a separate client portal and hello to a more streamlined and efficient workflow!

Document Folder Storage in Levvy Workflows

Poor User Experience for Clients

Client portals may seem like a convenient way for clients to upload important documents. However, it also requires the client to adopt an entirely new platform.

No matter how user-friendly the platform may be, client portals can be inconvenient for the client to adopt. Clients may struggle with navigating the portal, remembering login information, or understanding how to upload the necessary documents.

This can lead to frustration and delays in communication between the client and the service provider. Some clients may feel overwhelmed or intimidated by the technology, which can deter them from using the portal.

Levvy’s Solution: No Client Portal Required!

Levvy breaks this technological barrier by offering a secure and seamless document submission process with their file submission webpage.

How it Works:

1. After a team member requests files through Levvy workflows, the client will receive a link through email or platform of their choice.
2. The link will direct the client to a file submission webpage.
3. Clients drag and drop all required document(s) in the file submission page and securely upload.

All that the client has to do is drag and drop!

Client’s Email Inbox Requesting the Upload of Documents

Client File Submission Interface

With Levvy, your client (no matter how technologically savvy) can now send required documents promptly and with ease! This results in reduced delays, boost in efficiency, and overall improved service delivery.

Levvy’s Solution to Document Management Challenges  

Levvy’s innovative approach to these common document management challenges simplifies the process for both clients and professionals.

Serving as the capture point for all information, Levvy ensures that materials reach their intended destinations promptly and securely. This guarantees that everyone involved has access to the necessary documents, enabling real-time service delivery and boosting overall efficiency.

With a focus on the client, Levvy empowers firms to deliver exceptional service and achieve their goals more effectively.