While as a CPA you are working, or have already worked, on converting your office into a paperless CPA office, you probably come across clients who are also quite interested in going paperless in their business operations and have no clue how to do that. Most clients trust their CPA for advice on matters related to business whether it is related to saving taxes or improving efficiencies in their business. Thus, we as CPAs are not only pressed with the challenge of taking our own practice paperless, we are often challenged by the requests from our clients to help them go paperless.
So, why not spend the next few posts reviewing some of the solutions that are available out there and being used by businesses, and I mean non-CPA businesses, to convert their business offices into paperless offices.
Just recently I came across a news item about Boston Red Sox selected eCopy Paperworks PDF software to drive paper out of their accounting department. I thought it would be nice to check out some more on this software to see its performance so far and whether it is something that you could eventually present to your clients as one of the possible alternatives for them to take their business operations paperless.
I will do some research on this software and if any of the readers have any information about this software please do post your comments or send me an email to help me in my research.
We will also look at some other paperless systems to equip ourselves with good knowledge to help our clients.
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Have you considered something like using virtual payroll services? It has proven to be an extremely efficient way of outsourcing some of the more tedious office work and allowing you to focus on obtaining more business or with the more complex accounts.
ReplyDeleteI developed a service for accounting firms that wish to go paperless. Best yet- it is 'before the fact' so no paper EVER gets to your office. The client faxes work pages for bookkeeping, tax other directly into the servers and WE name and organize them per your work flow. You can see the service at http://www.paperlessovernight.com
ReplyDeletethanks
KC Truby
The best service we've found is Paperless Overnight. Low cost and no training, hardware, software or back up needed. Its all done for us. They even name our pages and assign and track work flow inside our firm. www.paperlessovernight.com
ReplyDeleteMake your office paperless by using Online document management system. It is a very useful tool for document management.
ReplyDeleteIt is 100% paperless system.
So use it to save your money.
That was a great idea but For me having CPA is much better..
ReplyDeleteGreat Post. To add to it I would like to suggest a great online document management system tool that is built for accountants, bookkeepers and their clients - LedgerDocs. I have tried them recently in my quest for a paperless office. So far so good.
ReplyDeleteDocument Management System to change the way you have been managing or sharing your important office papers and files thus far. No need to use any paper after use document management system.
ReplyDelete