survey: 78% of firms scan at the front end – and it’s not just an admin job.
by roman h. kepczyk
quantum of paperless
one of the keys to optimizing accounting firm production processes is capturing information at its “root” source – the moment data enters your firm, regardless of the format – mail, fax, email or on a flash drive.
ideally, documents would be delivered already in a digital format such as email attachments or preferably through a portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a physical paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
the best firms start with the right scanners. scanners come in three flavors, capturing data at three levels: production, workgroup and individual.
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