I'm seeking advice on whether SharePoint and Power Automate are suitable for a challenge my CPA firm is facing. We're currently using the Thomson Reuters CS software suite, which includes four key programs: UltraTax CS for tax, Accounting CS for payroll/bookkeeping, Fixed Assets CS for capital asset management, and File Cabinet CS for document management. Unfortunately, Thomson Reuters is discontinuing the document management software and replacing it with a new system that will significantly increase our annual software expenses and include heavy migration costs.
Right now, the other three software applications integrate well with the File Cabinet CS, and they save their output files (mainly PDFs) in a structured hierarchy based on client names, originating programs, and document types. I'm considering using Power Automate to automatically sort and move these files to the appropriate SharePoint sites for each client, along with adding relevant metadata. Each client would have access to their own site that includes historical documents. However, I'm unsure if Power Automate and SharePoint are the right choice or if I should look elsewhere for better solutions.
1 Answer
The complexity of Power Automate and SharePoint can vary. While it can be straightforward, you’ll definitely run into some quirks during setup and maintenance that may test your patience.
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