- Document management and corporate governance: What to do when the pressure is on
When integrated with accounting systems, document management offers many benefits, including reduced risk of error and lowered related costs, improved information sharing, and, most importantly, electronic audit trails. According to business analyst IDC, U.S. companies spend up to $35 billion a year filing, organizing, and searching for paper records. For ......
- DOCUMENT MANAGEMENT FOR THE TAX & ACCOUNTING FIRM
HEADNOTE ACHIEVING SUCCESS IN THE ELUSIVE RACE TOWARD THE PAPERLESS PRACTICE MODEL It's that time of year again. You're coming out of the annual "busy season" and have yet another opportunity to take a renewed look at your practice model and assess whether or not this 'paperless thing' is fact ......
- CPA turns to document management: Results cut overtime
HEADNOTE IN ADDITION TO RUNNING OUT OF SPACE, PAPER FILES WERE TAXING ACCOUNTANTS' ABILITY TO SERVE THEIR CUSTOMERS. ENTER DOCUMENT MANAGEMENT... The Hernando, Mississippi office of CPA firm Williams, Pitts, & Beard, serves over 1,000 individual clients and more than 250 commercial clients annually. Unfortunately, the volume of paper generated ......
- Removing the Paper Weight.
Using electronic document management to increase productivity, save on storage costs It's tax time. The phone rings at your desk. It's a client calling with a question on his company's tax return, a question that requires supporting documentation from the myriad corporate records you have on file. How quickly can ......
- Document management: Turning paper into profits
An electronic document management system can not only enable a CPA firm to improve productivity, reduce operating costs, and ensure compliance with professional standards and regulations, it can also open opportunities for enhanced customer service. Document management can be a value-added service for clients. Possibilities range from implementing an internal ......
- Integrating EDMS Functions & RM
Principles.
This article explores the integration of electronic document management system functions with records management principles and the convergence of these business practices and technologies. An enterprise model for integrated document and records management is presented, building a context for unified information management solutions. Electronic document management systems (EDMS) offer solutions ......
- Tips for using a web-based service provider for
electronic document management.
Every CPA firm, no matter its size, can benefit from a document management system. As the industry increases its overall use of technology, firms that choose not to embrace electronic document management technologies risk falling behind nearby competitors in terms of productivity, operating costs and client service. The challenge is ......