I'm exploring whether SharePoint and Power Automate are suitable solutions for a challenge my CPA firm is facing. We're currently using the Thomson Reuters CS software suite, which includes tax software, payroll/bookkeeping, capital asset management, and document management software. However, TR is discontinuing the document management software, and the new software they want us to adopt comes with a hefty increase in annual fees and migration costs.
The existing suite integrates well, with all programs generating .pdf files organized in a client-centric document storage hierarchy (based on client name, program, year, and document name). Manually sorting these files to the correct folders is time-consuming, and I worry that misfiling might happen without automation.
I'd like to use Power Automate to automatically move files to the appropriate SharePoint site for each client, tagging them with the right metadata based on the program they come from and the folder structure they originated in. Also, I want to create a site for each client based on a template if there's no existing site for their client number.
Do you think Power Automate and SharePoint are the best way to handle this, or should I consider other alternatives?
1 Answer
I hear you on the concerns about long-term maintenance. If you hire an external firm to set everything up, your ongoing management should be minor, especially if your needs don’t shift. Once it’s all configured correctly, it shouldn’t take too much effort to keep running smoothly.
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