{"id":82551,"date":"2021-03-22t12:00:30","date_gmt":"2021-03-22t16:00:30","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=82551"},"modified":"2021-04-19t22:50:08","modified_gmt":"2021-04-20t02:50:08","slug":"stop-drowning-in-client-documents","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/03\/22\/stop-drowning-in-client-documents\/","title":{"rendered":"stop drowning in client documents"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-42897\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-590x419.jpg\" alt=\"pile of documents on desk stack up high waiting to be managed.\" width=\"424\" height=\"301\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-590x419.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-190x135.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>a better way to keep track.<br \/>\n<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question:<\/strong> we are in an era of paperless procedures and files, but many times clients send in paper documents, cds or stick drives, besides emailing their information or using our portal.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2021\/03\/15\/employee-demands-a-raise-she-doesnt-deserve\/\">employee demands a raise she doesn\u2019t deserve<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/08\/but-i-am-managing\/\">but i am managing!<\/a> | <a href=\"\/\/www.g005e.com\/2021\/02\/08\/how-to-run-a-practice-in-90-pages\/\">how to run a practice in 90 pages<\/a> | <a href=\"\/\/www.g005e.com\/2021\/01\/05\/how-improv-can-help-accountants\/\">how improv can help accountants<\/a> | <a href=\"\/\/www.g005e.com\/2020\/12\/07\/4-tips-for-new-partners\/\">four tips for new partners<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/26\/an-alternative-to-pro-bono\/\">an alternative to pro bono<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/28\/14-better-uses-for-timesheet-data\/\">14 better uses for timesheet data<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/9-must-haves-for-firm-growth\/\">9 must-haves for firm growth<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/03\/22\/stop-drowning-in-client-documents\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>how can this be handled? we seem to always be tripping on the information.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/03\/22\/stop-drowning-in-client-documents\/#more-82551\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-42897\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-590x419.jpg\" alt=\"pile of documents on desk stack up high waiting to be managed.\" width=\"424\" height=\"301\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-590x419.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-190x135.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 1600w\" sizes=\"auto, (max-width: 424px) 100vw, 424px\" \/><\/a>a better way to keep track.<br \/>\n<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question:<\/strong> we are in an era of paperless procedures and files, but many times clients send in paper documents, cds or stick drives, besides emailing their information or using our portal.<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2021\/03\/15\/employee-demands-a-raise-she-doesnt-deserve\/\">employee demands a raise she doesn\u2019t deserve<\/a> | <a href=\"\/\/www.g005e.com\/2021\/03\/08\/but-i-am-managing\/\">but i am managing!<\/a> | <a href=\"\/\/www.g005e.com\/2021\/02\/08\/how-to-run-a-practice-in-90-pages\/\">how to run a practice in 90 pages<\/a> | <a href=\"\/\/www.g005e.com\/2021\/01\/05\/how-improv-can-help-accountants\/\">how improv can help accountants<\/a> | <a href=\"\/\/www.g005e.com\/2020\/12\/07\/4-tips-for-new-partners\/\">four tips for new partners<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/26\/an-alternative-to-pro-bono\/\">an alternative to pro bono<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/28\/14-better-uses-for-timesheet-data\/\">14 better uses for timesheet data<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/9-must-haves-for-firm-growth\/\">9 must-haves for firm growth<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/03\/22\/stop-drowning-in-client-documents\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>how can this be handled? we seem to always be tripping on the information.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/03\/22\/stop-drowning-in-client-documents\/#more-82551\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1341,"featured_media":70489,"comment_status":"closed","ping_status":"closed","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":[3120,3002,1906,2246,2306],"tags":[],"class_list":["post-82551","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season","category-tech-and-fintech","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the 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