pssst … here’s a way to get owners comfortable with portals.
by roman h. kepczyk
quantum of paperless
improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports.
more: enter t&e daily | survey: 62% link audit, tax software | digital swap stems ‘overauditing’ | optimize scanning procedures | why a digital tax workflow system is vital | how long do you need that file?
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many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in a binder or drawer in their office.