how paperless document management software saves time for okc cpas (slideshare)

Courtesy of Emsco Solutions

http://www.ITGuideforOKCCPAs.com

How Paperless Document

Management Software

Saves Time for OKC CPAs

http://www.itguideforokccpas.com/

Sponsored by http://www.ITGuideforOKCCPAs.com

Paperless document

management software

provides a number of benefits

including:Ron Vaughn Solutions Specialist



• Office space, liberated

from rows of filing cabinetsRon Vaughn

Solutions Specialist



• Increased employee

productivity, with the

ability to find documentsRon Vaughn




• Audit efficiency for both

internal and external

auditorsRon Vaughn




• Flexibility for CPAs and

their colleagues to be able

to create, share, organize

and categorize documentsRon Vaughn Solutions Specialist



• Opportunities to link

related documents

through hyperlinks,

folders, and librariesRon Vaughn Solutions Specialist



• Integration of Cloud based

document filing applicationsRon Vaughn




Better Document

ManagementRon Vaughn




Electronic document

management systems

may be part of an online

productivity suite,Ron Vaughn Solutions Specialist



file share on your

Local Area Network,

or on premise software

for larger accounting firmsRon Vaughn Solutions Specialist



Efficient Business Processes

Ron Vaughn Solutions Specialist



Business processes

such as expense or purchase

approvals, payroll processes,

and human resources

workflowsRon Vaughn




can be made much more

efficient by adopting software

with business process

management functionalityRon Vaughn Solutions Specialist



Capturing physical documents

and converting them into

searchable PDF files through

an optical character

recognition (OCR)Ron Vaughn




process changes static

paper pages into information

with a defined lifecycleRon Vaughn




Client files can be associated

with their transactions, Ron Vaughn




and correspondence

can be tracked to better

define customer relationships

over timeRon Vaughn Solutions Specialist



Electronic Storage




Preserving information

electronically as a work

in progress document,Ron Vaughn




or as a record with a defined

retention schedule can help

your firm, and your clients,Ron Vaughn




comply with Sarbanes-Oxley

(SOX) requirements and

other regulated schedulesRon Vaughn




Transactional documents

can be stored for quick

retrieval with paperless

document management

software:Ron Vaughn




• Balance sheets




• Depreciation schedules

for equipmentRon Vaughn




• Payroll and commission

statementsRon Vaughn




• Petty cash tracking

documentsRon Vaughn




• Pro forma income

statementsRon Vaughn




With electronic indexing

and search,Ron Vaughn




documents can be made

available for retrieval by

document type, creation date,

or the client nameRon Vaughn Solutions Specialist



An audit trail of anyone who

has viewed, edited, and/or

deleted versions of documents

can all be trackedRon Vaughn Solutions Specialist



Paperless document

management software

can save your CPA firm timeRon Vaughn




and protect your data from

getting lost or into the wrong

handsRon Vaughn




Have you implemented

a shared document

management repository

for your Oklahoma City

accounting firm?Ron Vaughn




What sort of efficiencies

and/or cost savings

Have you realized?Ron Vaughn




Please share your thoughts

in the section for Comments

belowRon Vaughn



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