-----Original Message-----
From: David Kupferman, CPA
Sent: Tuesday, December 13, 2005 4:11 PM
To: A. Morani CPA CMA CFM MBA
Subject: RE: Question on running a paperless CPA office.. job/task tracking
Hello
Question for you -->
In my tax CPA office we use Lacerte software and now we are using their DMS. When staff fotocopy (now scan) docs, enter data, I review and return to staff with review notes, they fix, I review again ... etc till the return is done.... the trigger has been where the paper client file has been located (ie: what shelf it is on, whose room it is in, etc...).
We prepare tax returns sometimes of back years for client also thus Lacerte's client tracker and status report features are stupidly only by year... thus what software or mechanism do you recommend to track work progress and to also trigger staff to start work, to answer questions, etc... ???
The Lacerte DMS seems good but I am bit frightened about tracking of client work/projects... must find a decent solution...
Thanks
David
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