The Business Challenge
With accounting scandals still making daily headlines, more than two years after Andersen’s Enron-related demise, accounting firms of all sizes can no longer afford to do business the old way. Unrelenting regulatory scrutiny, frightening consequences, a tough business climate, e-mail overload, an outsourcing boom and a rising tide of partner retirements have created an entirely new playing field. Today, firms must find new ways to improve productivity, differentiate services, cut operational costs and minimize risk in order to satisfy clients, maintain financial growth and attract and retain key talent if they are to survive and grow.

The Technology Challenge
The challenges facing firm technology professionals, who are suddenly at the front lines of retention and compliance, have also reached mission-critical status. IT leadership is seeking ways to control exponential increases in e-mail volume before it clogs up infrastructure, overburdens resources and creates retention nightmares for the firm. They also struggle to support and integrate multiple disparate business systems to address workers complaints of wasted time and lost information in archaic systems. And, all the while, they must confront the difficulty of implementing software solutions that require cultural change on accountants who are overworked and dispersed across multiple offices and client sites.

A Mission Critical Requirement
What accounting firms need is one firm-wide system that aggregates all content and correspondence (including audit and tax files, spreadsheets, financial statements, e-mail, attachments, back-up documents and scanned paper) from a variety of applications and organizes them into engagement or client specific electronic folders or WorkSpaces. This single solution must be able to manage dynamic work in progress and also capture and properly dispose of static records according to firm retention policies. And most of all, it must provide partners and accounting professionals with rapid, quick-click client or engagement level visibility from anywhere at anytime, without requiring significant changes to the way they like to work.

The Interwoven Solution - WorkSite for Accounting Firms

Interwoven WorkSite is the industry’s only Firm-wide Electronic Content Management System that helps accounting firms expedite client service, maintain financial growth and retain talent by:

	Consolidating all client or engagement e-mails, documents, scans and working papers in a single, searchable and accessible repository
	Managing multiple versions of documents and secures content throughout its lifecycle
	Regulating and controlling static records retention and deletion practices
	Delivering powerful, scalable functionality with little to no learning curve

By simply dragging and dropping documents and e-mails in the applications they already use, accountants can unify all of their content and correspondence in one central repository for easy and secure access from anywhere at anytime – to streamline work, cut operation costs and minimize risk throughout the firm.

Unparalelled Productivity for the Mobile Professional

In today’s fast-paced environment, business users need the ability to access information at any time, from any location. This is especially true for accounting professionals, who spend a substantial amount of time on the road, or at client sites. Until now, mobile users had the ability to download specific files to a laptop for remote use, but they have lacked the ability to use document management features such as check-in/check-out, versioning and search while disconnected from the network.

Interwoven OffSite provides accountants with the virtual equivalent of their client file, making all client or project-related files stored in WorkSite, including documents, e-mails, scanned images and other content, readily accessible from the users laptop, even when disconnected from the network. A fully portable version of WorkSite, OffSite uses the same familiar user paradigms and interfaces available in online mode, enabling users to browse the file hierarchy, view and modify existing documents, create new documents and search repository content. On reconnection to the network, new and updated files are automatically synchronized, and OffSite’s sophisticated synchronization algorithm resolves any content conflicts quickly and accurately. Interwoven OffSite provides the anytime, anywhere availability that today’s highly mobile, fast-paced business professional demands.

Interwoven WorkSite is used by more 600,000 professionals at over 1300 government, legal and professional service organizations worldwide including accounting firms such as Eisner LLP, Resnick Fedder & Silverman, Price Waterhouse Coopers, Ernst & Young, McGrigors and Deloitte. To request more information or an exciting product demonstration, email the Interwoven

Worksite
Leveraging your investment in Microsoft technologies to capture manage and collaborate on critical business content

Interwoven WorkSite is a collaborative document management platform that was built from ground up using Microsoft technologies—COM, ASP, .NET—enabling you to fully leverage existing investments in Microsoft-based applications and technologies. The WorkSite Server is the foundation for the solution, and provides a platform that supports geographically dispersed teams with project pages where they can create content, collaborate and co-ordinate business-critical activities. The newest release, WorkSite 8, is the biggest innovation in software for law firms in several years. WorkSite 8 brings a practical approach to Matter Centric Collaboration by working the way your lawyers do, not the other way around.

WorkSite provides:

	Out of the box integration with a wide variety of industry specific applications
	Certified Section 508 compliance
	Certified compliance with DoD 5015.2-STD for records management applications
	SDK and XML/XSL transformations to customize and extend your unique Interwoven solution

WorkSite's modular design enables deployment within a department, business unit or across the entire enterprise, and its robust, multi-tier architecture delivers security, scalability and performance at a low total cost of ownership.



Users interface with the WorkSite server via either desktop or browser-based user interfaces:

	DeskSite: A desktop document management application that is fully integrated with Microsoft Office applications. Extensions are available that provide integration with Lotus Notes and Novell GroupWise.
	MailSite: A desktop document management application that is fully integrated with Microsoft Outlook and Office.
	WorkDocs: Web-based document management.

The WorkSite document management server can be enhanced by the addition of modules that provide collaboration, workflow, secure intranet/extranet, and knowledge management.

	WorkTeam: Secure, collaborative workspaces for managing tasks, group calendars, discussion threads, and more.
	WorkRoute: Automated workflow to streamline business processes
	WorkPortal: Provides a single, consolidated view of enterprise content and applications in addition to personalized gateways to enterprise content

A standards based technology, Interwoven WorkSite allows you to build flexible, modular and scalable solutions tailored to meet your company's specialized needs. Customizations can be performed using the Software Development Kit (SDK) and Web interfaces can be customized using XML/XSL transformations. Interwoven partners have built several product extensions and integrations for WorkSite—a testament to the adaptability and flexibility of the WorkSite solutio