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