How to Create and Sustain a Paperless Document Management Workflow for Your Accounting Practice

Implementing a paperless workflow in your accounting practice can increase productivity, reduce errors, keep your data safe, improve customer and staff satisfaction, help the environment, and more. And as more and more businesses offer digital collaboration with their clients, accounting professionals who don’t do the same are more likely to get left for a competitor. It seems like a no-brainer to ditch the paper, right?

There is a lot to consider before making the switch. This eBook will walk you through these considerations so you can develop a paperless accounting workflow that meets your specific needs. Here’s what you’ll learn:

• How manual processes negatively impact your growth and success
  What staff really think about workflow automation and how it will benefit their day-to-day tasks
• How to review your current accounting workflows, get feedback from your staff and clients, and evaluate areas of improvement
• Why so many accounting professionals have implemented cloud-based document management systems (DMS) to help them achieve their paperless goals
• How you can evaluate and choose the right DMS for your practice, as well as configure it for your specific needs

You’ll also see how other accounting professionals have made the switch, and what benefits they’ve experienced since. As John Coleman, CPA, and Owner of Commonwealth Business services says, “[Implementing a paperless document management software] really has allowed us to keep adding tax clients without having negative impacts on our ability to serve them efficiently.” Download your copy of the eBook to learn more!