Tracking of Client Accounting Records

As an Accountant in Practice for some time now, we are looking in February to review our procedures and the one item in particular is the booking in and monitoring of client accounting records.

At the moment, we have a manual system to record what records we hold and where abouts in the office they are stored.  What do other firms use?  I'm sure there must be something better but I've not seen anything.

Thanks for your help

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If you used IRIS Practice Management...

Old Greying Accountant |
Old Greying Accountant's picture

Is there a better way, though?

adam.arca |

BTC and Whiteboard

Jimess |

impractical

david5541 |

Pidgeon holes

Ken Howard |

gr8

david5541 |

Bee in your bonnet Potter?

Old Greying Accountant |
Old Greying Accountant's picture

Many thanks for the help and

secookie |

If you need ...

Old Greying Accountant |
Old Greying Accountant's picture

Glide system

bennorwell |
bennorwell's picture

PaperLess Accountant

torbenhalvorsen |
torbenhalvorsen's picture

clients books

ralan |

Spreadsheet

jndavs |
jndavs's picture