Going Paperless

Going Paperless

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We have a scanning/document management system in place, but we are still havign trouble 'letting go' of the clients files.  We also tend to scan in and then keep a hard copy - I know - completely defeating the object of the system.  I guess the concern lies with what we are legally obliged to have hard copies of, ie, signed accounts and tax returns??  Are accounts that are expressly approved via a client portal an acceptable format - do we ever really need hard copies of anything now?

Has anyone else had a problem with 'letting go' of the files?

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By zebaa
15th Aug 2013 21:57

No...

...but until you do, you will not see the benefits.

It is difficult to advise without knowing more about the detail, so just check the basics. Do you need document tracking to find that all important X year old return? Backup system in place ? Have you checked it works ? As far as I'm aware there is no need to keep anything on paper - the Courts will accept a scan if it comes to that. If its good enough for them that's good enough for me.

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