One tip: Invest in a quality scanner!
With new cloud-based services, like Bill.com's paperless bill management solution and Copanion's paperless tax workflow system, accounting firms are finally moving closer and closer to a true paperless office. Cloud solutions like Bill.com and Copanion's GruntWorx let you quickly scan and upload client documents as soon as they land on your desk, where you can then process, manage and act on these documents in a timely manner.
One word of advice, especially for this tax season, invest in a quality scanner. In a recent AICPA CPA Insider article entitled, "Don't Skimp on Scanners" author Alexandra DeFelice provides some excellent advice and tips on choosing the right scanner for your firm's needs.
CPA2Biz and Copanion recently ran a live web seminar on "Best Practices for Scanning Tax Documents." If you missed this complimentary web event, you can view it now in its entirety.
Are you using a scanner to upload, organize, store, process and manage client documents, from invoices to W-2s and 1099s and brokerage statements? Are you happy with the scanner you currently have? Finally, do you scan before processing or after the fact for simple archival purposes? What advice or recommendations would you have for CPAs shopping for a scanner? Please share your experiences here.
A Special Message from Erik Asgeirsson, President and Chief Executive Officer, CPA2Biz, Inc.
The world of client accounting is changing. New cloud-based technologies are transforming the way CPAs will work and interact with their clients for years to come. These new technologies are increasing the productivity and profitability for many firms. The AICPA Trusted Business AdvisorSM Solutions featured on this web site, including Bill.com, Intacct, and Paychex, are designed to help the CPA community harness the power of these new technologies.
We are excited to announce the launch of CPA2Biz's all-new web site and blog dedicated to new advances in client accounting for the CPA community. Now, on a single web site, you will have access to the latest information on cloud-based technologies, tools, and business programs that will transform the way you do business with clients.
We'll be posting timely articles to this blog that you'll find useful in your day-to-day and long-range business operations. Of course, we want to hear what you think. Please don't hesitate to comment on our posts, ask questions, and share your thoughts and experiences using the new technologies featured on this site, including:
- Intacct: On-demand financial management and accounting tools
- Bill.com: Paperless bill management solutions
- Paychex: Payroll processing, HR, and 401(k) retirement services
- Trusted Business Advisor training and workshops
- Marketing solutions for CPA firms to help you attract and win new business
- And much more.
Over the last year, we have noticed a dramatic change in the rate that accounting firms are adopting these web- or cloud-based technologies. We believe it is extremely important for all firms to understand the positive impact of these changes. In particular, these new web-based tools will improve the standard and quality of services you can provide to your clients, while helping your firm increase productivity and profitability. One result of these new advances in client accounting is that firms, like yours, are in a better position to provide higher level (and more profitable) services to your clients, from budget planning and cash flow analysis to virtual CFO and business advisory services. We want to know what you think. So please share your thoughts here.
From time to time, we also hope to have thought leaders and other experts as guest bloggers. This will be your opportunity to read what these experts are thinking first-hand, as well as to comment on their posts and ask them questions.
Once again, welcome to our new web site and blog dedicated to your client accounting practice. We look forward to seeing you online.
Sincerely,
Erik Asgeirsson
President and Chief Executive Officer, CPA2Biz, Inc.
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