Google Workspace Streamlines Operations for Ascentis Accountants

A move to Google Workspace has simplified document management, streamlined business processes, and improved communication at Ascentis Accountants.

Ascentis, a firm of accountants, tax advisers, business development specialists and registered auditors was facing an expensive upgrade of their old document management system. Incompatibilities in formats also made filing a complex and time consuming task and the whole package had become inflexible and costly.

The company, with offices in Leeds and Ilkley, was also looking to improve business processes and employee communication and already wise to the benefits of cloud computing, knew there must be a simpler and faster solution to both problems.

Refractiv, a Google Cloud Partner, implemented Google Workspace to provide email, contacts and calendars for Ascentis by replacing Microsoft BPOS/Office 365 and Microsoft Outlook with the intuitive Gmail and Google Calendar.

A comprehensive migration of existing documents and metadata from the old Invu document management system to Google Drive made everything easier to find and view from the office, home or on the road, immediately improving accessibility and collaboration.

Refractiv also integrated the Iris practice management system with Google Drive, so that the large quantity of documents flowing through the business were automatically synchronised to Google Drive and could be easily found thanks to its powerful, simple search capabilities. The ability to scan incoming post and subsequently find it using the OCR capabilities of Drive further streamlined document management within the practice.