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…
read more
Post tax season document collection review
Have you come up for air after tax season? Well, we all know that we really can’t breathe until after June 1st because everything that…
read more
7 key areas for document management comparison
Document management seems like it should be so simple. Organizing, storing, searching for and retrieving documents should be easy to do, yet few firms have…
read more
Paperless Technology Trends for Accounting Firms
The “paperless office” is not a new concept. Indeed, a majority of firms have already planned or implemented a paperless strategy. But new technologies such as…
read more
3 simple document management tips you can do during tax season
When tax season rolls around and your firm is at its busiest, many people think that all non-essential firm operations should be set aside to…
read more
Evaluating and updating your paperless workflow processes
As a product manager, I’ve spoken with countless firms and firm staff. I’ve found that firms that are willing to take a truly honest internal look…
read more
Document Storage or Document Management: Know the Difference
Not all document management systems are created equal. Firms that are looking for ways to improve their document management processes usually need more than just…
read more
Managing the Recycle Bin in CCH Axcess™ Document
CCH Axcess™ Document offers fully automated file retention to manage firm and client documents through the entire document lifecycle. During the recent CCH Connections User…
read more
Document Management Maintenance Tips to Get Ready for Tax Season
Most firms don’t spend a lot of time thinking about their document management systems after they’ve been through the initial implementation. However, firms often benefit…
read more
Client Portals: Fact vs Fiction
It’s a fact that Portals are are the most secure way to collaborate with clients. But many firms continue to use more traditional forms of…
read more