Tax & Accounting Blog
Tax & Accounting Blog
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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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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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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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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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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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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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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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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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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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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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