scanners: how the smart firms do it
solutions from centralization to smartphones. plus two best-practices recommendations.
by roman h. kepczyk
quantum of paperless
one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email, portal or on a flash drive).
more: survey: only 14% go digital to manage recruiting | the five rules of smart tech | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | your it strategic plan needs a budget | 2019: the biggest tech changes yet
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ideally, source documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format.
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