Stop Paper at the Source: The Client

Use inbound digital transfer tools to smooth the office workflow. By Roman H. Kepczyk Quantum of Paperless One of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its … Continued

How and Why to Set Optimal Scanning Practices

ALSO: The differences between back-end, mid-level and front-end scanning. And how to save on an expensive bottleneck. By Roman H. Kepczyk Quantum of Paperless For the next few years it is anticipated that accounting firm clients will deliver the majority of … Continued

LinkedIn Adds Messaging. Finally!

New chat app accelerates business networking, client communications. By Hitendra Patil Pransform Inc. LinkedIn, undoubtedly the “go-to” social media platform for prospects to check out CPAs, is rolling out a messaging feature to allow real-time chat conversations. And it’s about time. Until … Continued

Digital Workflow Systems Make Tax Season Easier

Even without a document management system, there are workflow tools available. By Roman H. Kepczyk Quantum of Paperless The most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable … Continued

Who Decides What to Keep?

Having a document retention policy promotes accountability. By Roman H. Kepczyk Quantum of Paperless Managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can create a document, add … Continued