From WebCPA – Going Paperless: Starting on the Same Page
For Andrew Houston, CPA, a partner at the firm Williford, High and Co. CPAs, document management and operating in a paperless environment has become a “blessing.” But it didn’t happen overnight.
A little more than a decade ago, the Wilmington, N.C.-based firm implemented Thomson Reuters’ FileCabinet CS document management system and hired a couple of summer interns to go through the tedious process of scanning in all of the firm’s old paper documents.
Today, the firm, which processes roughly 1,000 tax returns a year, is operating in a paperless environment, scanning in upfront the source documents that it receives for individual returns.
However, for Houston and his co-workers, the learning process continues even to this day.
Houston is far from alone in his experience. In fact, many document management vendors and accounting professionals who are successfully using such products agree that the learning curve can be steeper and the journey longer than expected. Full Story.