Are you working 100% paperlessly with your clients yet? You should be if you want to gain the workflow efficiency that results in higher profits and more time to do what you want to do most.
More than a few independent bookkeepers (and accountants) are bogged down trying to gather paper documents from clients. Some are still traveling to clients’ offices to pick up needed paperwork. While it may be what the client says she wants, in reality, this outdated method wastes time for both you and your client.
Even if you have clients that mail paperwork via the Post Office, that process is slow and even can be dangerous. Important information in the mail can get misdelivered or even lost. Working with paper documents makes your workflow much slower than it needs to be.
It doesn’t have to be that way. You can use a simple, proactive approach to easily transition to a 100% paperless bookkeeping practice instead.
Making the Switch
I’m guessing this isn’t the first time you’ve tried to move more toward a paperless workflow. Some clients insist that they wanted to keep all the paperwork in their offices. Others say they’re just not techie enough. And still others may feel that security of online documents is a risk they don’t want to take.
These are all common objections. They don’t need to stop you.
If you’re determined to move your practice into a paperless operation, here’s a simple 3-step process that smooths out the path:
- Make your new client onboarding system paperless
- Require all new clients to work with you a using paperless-only workflow
- As you take on new clients, start off-boarding your older paper-bound clients
This is a gradual transition, and you may find in the process that you can ease some of your existing clients into going more paperless one small step at a time, thus avoiding the need for step #3 for them.
For those who won’t change with the times, you can simply refer them to colleagues who still works old fashioned, inefficient way. (That’s how you keep it win-win)
Either way, by starting off new client relationships with paperless expectations you won’t have to convince them to change. They’ll experience right from the start how much easier it is to work with you using efficient, paperless systems.
Yes, this takes a bit of forethought and planning on your part. But it’s really quite easy when you harness the power of just a few apps that work well together.
For example, did you know that you can use SmartVault and DocuSign together to make your new client onboarding efficient and easy? You can use the same Word or PDF documents you’ve been printing out, and instead set them up as templates in DocuSign. Then send them to your clients for electronic signature securely from within SmartVault. It literally takes just a few minutes.
If this is news to you, why not reach out and schedule a free demo to see for yourself! This one simple shortcut can help you sign up new clients more quickly and start you on the path to a 100% paperless practice.