Too Much Paper, Too Many Drives

Ed Mendlowitz CPA The Practice Doctor Q and AKeep track of client documents without drowning in them.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: We are in an era of paperless procedures and files, but many times clients send in paper documents, CDs or stick drives, besides emailing their information or using our portal.

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How can this be handled? We seem to always be tripping on the information.