{"id":38214,"date":"2014-12-23t05:00:46","date_gmt":"2014-12-23t10:00:46","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=38214"},"modified":"2015-10-23t03:14:32","modified_gmt":"2015-10-23t07:14:32","slug":"going-paperless-means-convincing-clients-first","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/12\/23\/going-paperless-means-convincing-clients-first\/","title":{"rendered":"going paperless means training clients, too"},"content":{"rendered":"<p><i><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-38377\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-290x193.jpg\" alt=\"stock image of businessman pushing a giant stack of documents isolated on white background\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a><\/i><strong>and putting a fail-safe system in place.<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i>quantum of paperless<\/i><\/a><\/p>\n<p>one of the most critical steps in transitioning a firm to a \u201cpaperless\u201d environment is capturing information in a digital format at its \u201croot\u201d source as that information enters the firm.<\/p>\n<p style=\"padding-left: 30px;\"><em><b>more on tech spending: <\/b><a href=\"\/\/www.g005e.com\/2014\/12\/16\/kepczyk-scanning\/\">how to cut tax prep costs with scanners<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/09\/making-digital-tax-process-easier-is-all-about-the-workflow\/\">making digital tax process easier is all about the workflow<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/02\/document-retention-standards\/\">why firms need document retention standards<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/04\/digital-fax-has-benefits-you-may-be-ignoring\/\">digital fax has benefits you may be ignoring<\/a> | <a href=\"\/\/www.g005e.com\/2014\/10\/20\/wireless-is-hot-and-heres-how-to-handle-it\/\">wireless is hot, and here\u2019s how to handle it<\/a> | <a href=\"\/\/www.g005e.com\/2014\/10\/07\/internet-lifeline\/\">how safe is your internet lifeline?<\/a> |<a href=\"\/\/www.g005e.com\/2014\/09\/09\/new-tech-tools-for-the-247-accounting-firm\/\"> new tech tools for the 24\/7 accounting firm<\/a> | <a href=\"\/\/www.g005e.com\/2014\/08\/13\/how-to-choose-the-right-backup-system-for-your-firm\/\">how to choose the right backup system<\/a> | <a href=\"\/\/www.g005e.com\/2014\/07\/16\/where-laptops-rule-at-cpa-firms-today\/\">where laptops rule at cpa firms today<\/a> |<a href=\"\/\/www.g005e.com\/2014\/07\/02\/step-1-in-building-the-paperless-firm-scanners\/\"> step 1 in building the paperless firm: scanners<\/a><\/em><\/p>\n<p>at the base level, this means having clients provide you information in a digital format\u00a0\u2014 which can be done via email, digital fax or through a portal \u2014 rather than with a physical document.\u00a0 while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2014\/12\/23\/going-paperless-means-convincing-clients-first\/#more-38214\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><i><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-38377\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-290x193.jpg\" alt=\"stock image of businessman pushing a giant stack of documents isolated on white background\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/paperless_dollarphotoclub_62911941.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a><\/i><strong>and putting a fail-safe system in place.<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i>quantum of paperless<\/i><\/a><\/p>\n<p>one of the most critical steps in transitioning a firm to a \u201cpaperless\u201d environment is capturing information in a digital format at its \u201croot\u201d source as that information enters the firm.<\/p>\n<p style=\"padding-left: 30px;\"><em><b>more on tech spending: <\/b><a href=\"\/\/www.g005e.com\/2014\/12\/16\/kepczyk-scanning\/\">how to cut tax prep costs with scanners<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/09\/making-digital-tax-process-easier-is-all-about-the-workflow\/\">making digital tax process easier is all about the workflow<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/02\/document-retention-standards\/\">why firms need document retention standards<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/04\/digital-fax-has-benefits-you-may-be-ignoring\/\">digital fax has benefits you may be ignoring<\/a> | <a href=\"\/\/www.g005e.com\/2014\/10\/20\/wireless-is-hot-and-heres-how-to-handle-it\/\">wireless is hot, and here\u2019s how to handle it<\/a> | <a href=\"\/\/www.g005e.com\/2014\/10\/07\/internet-lifeline\/\">how safe is your internet lifeline?<\/a> |<a href=\"\/\/www.g005e.com\/2014\/09\/09\/new-tech-tools-for-the-247-accounting-firm\/\"> new tech tools for the 24\/7 accounting firm<\/a> | <a href=\"\/\/www.g005e.com\/2014\/08\/13\/how-to-choose-the-right-backup-system-for-your-firm\/\">how to choose the right backup system<\/a> | <a href=\"\/\/www.g005e.com\/2014\/07\/16\/where-laptops-rule-at-cpa-firms-today\/\">where laptops rule at cpa firms today<\/a> |<a href=\"\/\/www.g005e.com\/2014\/07\/02\/step-1-in-building-the-paperless-firm-scanners\/\"> step 1 in building the paperless firm: scanners<\/a><\/em><\/p>\n<p>at the base level, this means having clients provide you information in a digital format\u00a0\u2014 which can be done via email, digital fax or through a portal \u2014 rather than with a physical document.\u00a0 while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2014\/12\/23\/going-paperless-means-convincing-clients-first\/#more-38214\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1342,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3120,2306],"tags":[1188,120,629],"class_list":["post-38214","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pro-member-exclusive","category-tech-and-fintech","tag-security","tag-tech","tag-technology","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v23.7 - 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