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Imaging Solutions
1300 Bristol North Suite 100
Newport Beach, CA 92660

800-716-4268

 

         

Accounting Firms Today Face Six Important Issues!

Accounting firms are facing six important issues that are easily solved with our document imaging system.  They are:

bullet Storage Space
bullet Disaster Recovery
bullet Remote Access to Documents
bullet Internal Efficiency and Workflow
bullet Shared Access to Documents
bullet Web and Internet Access

 Storage Space:
With paper files growing at the rate of 20% - 25% per year, many accounting firms are running out of space to store their client files on-site. Also, due to the increasing costs of rent, storage costs continue to escalate as well.

Our system solves this problem by turning your paper files into electronic PDF files that can be stored on your server or on CD-ROM. This solution frees up all your storage space, turning it back into useable work area for offices, etc.


Disaster Recovery:
What would happen to your business if you had a serious fire? Although some accounting firms have a disaster recovery plan for their electronic files by storing copies off-site, their paper files are excluded from such a plan. In general, the most recent three years of your client files reside on-site and could be lost to fire or water damage.

Our system solves this problem by turning your paper files into electronic PDF files that can be copied and stored off-site.


Remote Access to Documents:
Remote access to a paper file is often necessary when out of the office. The typical solution is to have the documents faxed to you. Depending on how many documents need to be faxed, this can be a major disruption for you and your staff. Alternatively, you can remove the file from the office, but staff members in the office no longer have access to the information.

Our system solves these problems by allowing you download the entire electronic file to your laptop computer or PDA for easy file mobility. This allows the original document to reside in the office for ease of access by other staff members. As an alternative, you can have the file e-mailed to you in a fraction of the time it would have taken to fax the same information.


Internal Efficiency & Workflow:
It is estimated that the average CPA and supporting staff spend between 15% - 20% of their time retrieving and re-filing documents. Occasionally, files reside on a desk or are removed from the office, increasing the frustration and the task of retrieving the file.

By implementing our document imaging solution, files are retrieved instantly from your desktop PC and are re-filed with the click of a button. This function alone creates a return on investment of less than 6 months.


Shared Access:
With our system, everyone in the office has universal access to files at the same time, thereby eliminating the need for additional copies. If revisions are made to the document, everyone obtains them immediately, allowing everyone to work with the most current version.

Web or Internet Access:
We have found that many accounting firms want to share information with their clients over the Internet. This ranges from e-mailing documents to clients to making documents available from the firm's website.
 

      


 

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