Reduce storage space and costs, maintain legal compliance and integrate with existing CRM and accounting packages.
DocuWare is the perfect document management solution for charities because it meets the legal requirements of the courts, helps to reduce document storage space, and can be customised to each organisations unique needs. The benefits of moving toward a paperless working process include:
- reducing an organisations environmental impact
- improving efficiency for charities
- reducing costs
- improving transparency
Easy access to information can often inspire a charity to expand their use of DocuWare to include direct debit mandates and gift aid declarations. Gift aid allows a charity to collect an additional 25% of the value of the donation from HMRC and is an important source of additional revenue. DocuWare allows charitable organisations to store gift aid declarations securely. From this additional income stream, paperwork is managed and maintained correctly for future auditing purposes.
UK law allows gift aid declarations to be made verbally but the charity must confirm the declaration in writing and keep a copy of the confirmation. DocuWare helps the organisation manage and maintain these forms that are an important source of income. If audited the charity could be liable for missing gift aid declarations, but with DocuWare in place this liability is eliminated.
DocuWare can be seamlessly integrated with a charity’s CRM system. Take a donor charity, for example: Once a donor is located in the CRM system, every document related to that donor can be accessed by clicking the integrated DocuWare button. This integration has streamlined two databases into one system, simplifying information access and improving customer service.
For legal purposes, DocuWare meets the guidelines set by UK law and electronic documents are therefore legally admissible in court proceedings. Search times are considerably shortened which frees up the legal team for more important tasks. DocuWare also guarantees secure access to documents that for legal purposes require a long or permanent retention schedule, such as property deeds or wills.
For further information about 3rd party integration for ultimate efficiency for Charities, visit Integrations.