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Transforming Client Accounting Blog


Is this the year your firm hopes to go paperless?

One tip: Invest in a quality scanner!

With new cloud-based services, like Bill.com's paperless bill management solution and Copanion's paperless tax workflow system, accounting firms are finally moving closer and closer to a true paperless office. Cloud solutions like Bill.com and Copanion's GruntWorx let you quickly scan and upload client documents as soon as they land on your desk, where you can then process, manage and act on these documents in a timely manner.

One word of advice, especially for this tax season, invest in a quality scanner. In a recent AICPA CPA Insider article entitled, "Don't Skimp on Scanners" author Alexandra DeFelice provides some excellent advice and tips on choosing the right scanner for your firm's needs.

CPA2Biz and Copanion recently ran a live web seminar on "Best Practices for Scanning Tax Documents." If you missed this complimentary web event, you can view it now in its entirety.

Are you using a scanner to upload, organize, store, process and manage client documents, from invoices to W-2s and 1099s and brokerage statements? Are you happy with the scanner you currently have? Finally, do you scan before processing or after the fact for simple archival purposes? What advice or recommendations would you have for CPAs shopping for a scanner? Please share your experiences here.

Posted by CPA2Biz on 11/24/2009 in Cloud Financials, Paperless Bill Management, SaaS  |  Permalink  |  Comments (1)

Comments

Scanners, even nice ones, don't cost all that much these days, too! I wish I could remember how much I paid for mine last year...it was super affordable, though, I know that for sure!

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