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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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…
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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…
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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…
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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…
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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…
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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…
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The Truth about Paperless Accounting Firms
Many firms have started down the paperless road and achieved varying levels of success. But not all paperless accounting firms are created equal. Most firms…
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Document Management Essentials
Document management systems are widely used in many types of businesses, including accounting firms. But even though most firms have heard of document management, not…
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Portal Security – 5 Tips to Stay Safe
Data security is in the news. Phishing scams, ransomware, spyware and other exploits keep security experts on their toes. Accountants aren’t typically in the data…
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