Stop Drowning in Client Documents

Pile of documents on desk stack up high waiting to be managed.A better way to keep track.

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.