with upfront scanning, 78 percent leverage on-screen review.
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.
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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.
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