How to choose a DMS that satisfies both CIOs and IT leaders

When it comes to technology investment, accounting firms need tools that both deliver immediate operational value and advance long-term objectives. So how is this balance achieved? It comes from the complementary roles of CIOs and IT directors, working in tandem to connect big-picture strategies with practical execution.

CIOs serve as the firm's visionary architects, seeking scalable, future-proof solutions that align with their firm's broader business and digital transformation goals. Meanwhile, IT directors serve as tactical problem-solvers, implementing tools and processes that improve the firm's day-to-day operations while steadily progressing towards these larger strategic objectives.

However, many accounting firms still rely on traditional document management systems (DMSs) that can't keep up with their growing, industry-specific needs and objectives. Here are just a few problems these legacy systems present:

• They rely on outdated indexing methods, making it difficult to find documents and potentially causing version control or duplication issues.
• They don't address common M&A challenges like non-standardized naming conventions and folder structures after mergers.
• They can't support AI, advanced analytics, or integration with more modern tools.
• They fail to meet modern security standards.

To stay competitive, your firm will need to invest in a modern DMS that can provide a foundation for growth. Learn which capabilities to prioritize when selecting a new management system - and discover how Intapp can help you turn Microsoft 365 into the powerful DMS your firm deserves.