{"id":41416,"date":"2015-09-08t05:00:41","date_gmt":"2015-09-08t09:00:41","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=41416"},"modified":"2015-10-02t09:52:57","modified_gmt":"2015-10-02t13:52:57","slug":"set-optimal-scanning-practices","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/09\/08\/set-optimal-scanning-practices\/","title":{"rendered":"how and why to set optimal scanning practices"},"content":{"rendered":"

\"piles<\/a>also: the differences between back-end, mid-level and front-end scanning. and how to\u00a0save on an expensive bottleneck.<\/strong><\/p>\n

by roman h. kepczyk<\/span><\/i>
\nquantum of paperless<\/span><\/i><\/a><\/p>\n

for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format. to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.<\/p>\n

early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete. this is still usually the first step when firms transition from a completely manual environment. by doing back-end scanning first, the firm can get used to working with digital files and naming conventions, prior to\u00a0forcing changes in the preparation and review processes, which can then be transitioned to front-end scanning.<\/p>\n

\"\/\/www.g005e.com\/shop\/qop\/\"<\/a>
learn more<\/a><\/figcaption><\/figure>\n
\n

more on tech spending:\u00a0digital workflow systems make tax season easier<\/a>\u00a0|\u00a0who decides what to keep?<\/span><\/a> | <\/span>firms need document management standards<\/span><\/a> | <\/span>how smart accounting firms use intranets to get smarter<\/span><\/a> | <\/span>unified messaging boosts security<\/span><\/a> | <\/span>ready for a revolution? your phone is<\/span><\/a> | <\/span>when is the last time you renegotiated your internet rates?<\/span><\/a> | <\/span>get ahead of your software updates<\/span><\/a> | <\/span>blame accounting vendors: accountants stuck with outdated versions of microsoft office<\/span><\/a> | <\/span>ready or not, here comes windows 10<\/span><\/a> | <\/span>back up and check your backup<\/span><\/a> | <\/span>cloud computing can cost less<\/span><\/a> | <\/span>laptop-only workers more common<\/span><\/a> | <\/span>scanners allow data capture at the source<\/span><\/a><\/p>\n<\/blockquote>\n

scanning should be done primarily by administrative personnel (81 percent\u00a0according to the 2009 aaa benchmark survey) to promote adherence to firm standards and so it is done at a lower cost. firms have found that having a dedicated scanner attached to a workstation is the most effective method of capturing these images. the top-rated scanners by firms who use them are the fujitsu fi and canon dr series.<\/p>\n

read more →<\/a><\/p>\n