5 essentials for choosing a document management system
With a digital tax workflow, your office may no longer be buried in piles of paper files. But that doesn’t mean that your document storage…
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4 ways technology is improving client relationships
Accounting firms often invest in technology to make workflow more efficient and improve their internal processes. You might think your clients don’t care about or…
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Technology Preview: The Future of Firm Management Technology
Firm management technology that may have seemed a long way off is suddenly becoming available to ordinary accounting firms. In a recent webinar with Accounting…
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End of Year Project: Create and Use a Client Portal
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Organize and Digitize HR Documents
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Review Retention Policies and Purge Expired Files
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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6 electronic document management headaches and how to cure them
Most firms would agree that electronic document management is more efficient than managing paper-based files. However, electronic document management is not without its own headaches.…
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Case Study: How to Create an Efficient Paperless Workflow
Moving to a paperless workflow is a big decision for any firm, and as technology has progressed, firms of all sizes are making that leap…
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Sue Vickerman talks paperless efficiency, reducing office administrative costs by 20%
When Sue Vickerman’s firm went paperless 5 years ago, they almost immediately realized a 20% savings on office administrative costs. The paperless efficiency they achieved…
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Planning for efficient document workflow
The right document management technology coupled with the right document workflows will enhance your firm’s productivity. Before you can find the perfect system, you need…
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