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Courtesy of Emsco Solutions
http://www.ITGuideforOKCCPAs.com
How Paperless Document
Management Software
Saves Time for OKC CPAs
Sponsored by http://www.ITGuideforOKCCPAs.com
Paperless document
management software
provides a number of benefits
including:Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Office space, liberated
from rows of filing cabinetsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Increased employee
productivity, with the
ability to find documentsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Audit efficiency for both
internal and external
auditorsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Flexibility for CPAs and
their colleagues to be able
to create, share, organize
and categorize documentsRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Opportunities to link
related documents
through hyperlinks,
folders, and librariesRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Integration of Cloud based
document filing applicationsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Better Document
ManagementRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Electronic document
management systems
may be part of an online
productivity suite,Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
file share on your
Local Area Network,
or on premise software
for larger accounting firmsRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Efficient Business Processes
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Business processes
such as expense or purchase
approvals, payroll processes,
and human resources
workflowsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
can be made much more
efficient by adopting software
with business process
management functionalityRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Capturing physical documents
and converting them into
searchable PDF files through
an optical character
recognition (OCR)Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
process changes static
paper pages into information
with a defined lifecycleRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Client files can be associated
with their transactions, Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
and correspondence
can be tracked to better
define customer relationships
over timeRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Electronic Storage
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Preserving information
electronically as a work
in progress document,Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
or as a record with a defined
retention schedule can help
your firm, and your clients,Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
comply with Sarbanes-Oxley
(SOX) requirements and
other regulated schedulesRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Transactional documents
can be stored for quick
retrieval with paperless
document management
software:Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Balance sheets
Ron Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Depreciation schedules
for equipmentRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Payroll and commission
statementsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Petty cash tracking
documentsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
• Pro forma income
statementsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
With electronic indexing
and search,Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
documents can be made
available for retrieval by
document type, creation date,
or the client nameRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
An audit trail of anyone who
has viewed, edited, and/or
deleted versions of documents
can all be trackedRon Vaughn Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Paperless document
management software
can save your CPA firm timeRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
and protect your data from
getting lost or into the wrong
handsRon Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Have you implemented
a shared document
management repository
for your Oklahoma City
accounting firm?Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
What sort of efficiencies
and/or cost savings
Have you realized?Ron Vaughn
Solutions Specialist
Sponsored by http://www.ITGuideforOKCCPAs.com
Please share your thoughts
in the section for Comments
belowRon Vaughn
Solutions Specialist
Copyright © Emsco Solutions
Learn How to Maximize Your
Company’s Value and
Improve Efficiency
with the Right Technology
Download Your Free
Information Technology Guide for
Oklahoma City CPAs Now at http://www.ITGuideforOKCCPAs.com