Document Management

Practice

Five Reasons Why Your Firm Should Invest in Document Management Software

The right DMS can improve a firm’s bottom line and help it more easily meet regulatory requirements.
Practice

Expert Gives Us the Inside Scoop on the Cloud and Document Management

It's about security, speed, and reliability—and all your systems working together. In this exclusive interview, a cloud expert explains what the problems are, and what you should be looking for.
A&A

Tired of Hounding Clients for Documents? FileThis Has Just the Solution for CPAs

FileThis Pro, a cloud document-gathering service that launched in September, gives accountants access to any shared client document – such as credit card statements or W-2 forms – via an administrative web console.
Practice

What Kind of Digital Company Are You?

Too much reliance on technology? Too little? Maybe you're just not using it right.
Practice

Sqrl Is a ‘Digital Hunter-Gatherer’ for Accounting Firms

The web-based application, launched last week by the founders of the Ohio-based online accounting firm Upsourced Accounting, efficiently collects and manages information for professional service organizations.
Technology

Four Pillars of Document Management: Part 4 - Optimizing Workflow

Workflow, a sequence of connected steps or tasks, impacts the efficiency of a firm. In this article we will explore workflow, the fourth and final pillar of this document management article series.
Technology

Four Pillars of Document Management: Part 3 - The Economics of Digital Document Storage

The economics of storage, a critical factor with document management, is the third of four pillars we will explore in this document management article series.
Technology

Four Pillars of Document Management: Part 2 - Policy and Standardization

Policy and standardization, the development of a consistent firm-wide process around workflow and document management, make up the second of four pillars we will explore in this document management article series.
Technology

Four Pillars of Document Management: Part 1 - Interoperability - Accounting Firm Technologies Working Together

Using an overlay of software, services, and technologies to manage work is no longer the exception, it's the norm. How well these products work together is termed "interoperability."
Technology

Working Smarter with Document Management

Effectively gathering and organizing electronic client documents as they flow into an accounting firm is just as critical as how they are processed, stored, and delivered back to clients.

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