The Progressive Accountant: Review of SmartVault as a Document Management Solution
If your firm hasn’t moved to a document management system (DMS), it may be time to do so. DMSs are increasingly affordable and practical even for the smallest accounting firms. A DMS lets you go “paperless,” or as paperless as anything is. The system stores documents-records, accounting files, tax returns and reports-and then helps manage their access and distribution on a centralized online system. A DMS makes your documents compact and instantly accessible, which saves you time and effort.