Here’s what you’re looking for: Roman H. Kepczyk

Email is comfortable, but not always secure.

By Roman H. Kepczyk

One of the most critical steps in transitioning a firm to a paperless environment is capturing information in a digital format at its root source as that information enters the firm.

At the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. While email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.

Email has been the most frequent tool used as most clients are comfortable attaching a spreadsheet or document and sending it to the firm. This method allows the digital file to be easily accessed and saved into the firm’s file storage applications. READ MORE →

BONUS: Specific tool suggestions.

By Roman H. Kepczyk

For the next few years it is anticipated that accounting firm clients will continue to deliver a significant amount of their organizers and supporting tax documents to the firm in a physical format. To utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.

MORE: Why You Want a Digital Tax Workflow System | Retaining Documents: How Long and Who Decides? | The Case for Wireless Broadband Access | Maximize Your Office 365 ROI | How the Cloud Impacts Server Replacement | Capturing Documents at the Source
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Early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete. This is still usually the first step when firms transition from a completely manual environment.
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Workflow fails when admins are the only ones updating status.

By Roman H. Kepczyk

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 in assorted stacks around the office. This requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.

MORE: Retaining Documents: How Long and Who Decides? | The 4 Buckets of Firm Knowledge | Internet Bandwidth: How Much Is Enough? | Why You Need Windows 10 with Automatic Updates | Laptops vs. Desktops
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Under traditional manual tax systems, firms utilized due date tracking databases that identified when a return was due, but not what information was missing, or the preparation, review or extension status, which was often recorded manually on a physical routing sheet.
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Repeat as necessary: You don’t have to keep everything.

By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist

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 to or edit a document, file it, and eventually purge the file. Unfortunately, as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.

MORE: The 4 Buckets of Firm Knowledge | Why Digital Communications Matter | The Right Tech Tools for COVID Work-from-Home | It’s 10 p.m. Do You Know Where Your Backups Are?
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As firms transition to the “less paper” environment, it is recommended that they implement a digital document retention policy and make users accountable for adhering to this policy.
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Solutions for firms of all sizes.

By Roman H. Kepczyk
Quantum of Paperless: Technology Guide & Checklist

The network drive in most firms is not very well organized and requires the most cleanup. This happens because it is usually managed with Microsoft Windows Explorer, which allows almost anyone to create or access a file anywhere on the drive.

MORE: The 4 Buckets of Firm Knowledge | Why Digital Communications Matter | The Right Tech Tools for COVID Work-from-Home | It’s 10 p.m. Do You Know Where Your Backups Are?
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Unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they choose. The result can be files that are hard to find and slow to search across the network.
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