5 Ways CPAs Can Benefit From Mobile Document Management

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A boom in mobile enterprise applications is taking place and CPA firms stand to benefit.

The global mobile workforce is expected to rise to 1.87 billion by 2022, according to the Global Mobile Workforce Forecast Update 2016-2022 from Strategy Analytics, and with the right tools in hand, remote workers can boost productivity and build client loyalty. Arming your staff with mobile document management is less a technology issue and increasingly an important business strategy for forward-looking firms. 

Following are five key benefits accounting firms can realize through the use of mobile document management:

1. Increase Client Loyalty

Remote access to client files, tax returns and documents on the go allows accountants to respond rapidly to client requests. Clients work on the go, and routinely make requests via email or text at any hour. 

Work the way they do, with your ability to respond to document requests outside of office hours. Leave the office on time and get a few tasks done on your commute. When meeting onsite with a client, pull up status reports, tax returns, or a PBC audit list on your tablet or phone – they will be impressed with your digital prowess.

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About DonEmery

Don Emery, CPA, CA. Document management and workflow software expert

Don Emery, CPA, CA, is director of client solutions for Doc.It Inc. Doc.It provides document management and workflow software designed specifically for accounting firms. Emery leads the North America business development team and provides implementation consulting services, assisting firms with strategy, document management, workflow efficiency, retention and compliance.


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