Going 100% Digital

Senior businesswoman using tablet and desktop computersPssst … here’s a way to get owners comfortable with portals.

By Roman H. Kepczyk
Quantum of Paperless

Improving firm efficiency means that the owners have to get on board. One of the more obvious opportunities is the delivery of the firm’s own financial reports.

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Many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in a binder or drawer in their office.