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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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…
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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…
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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…
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