Paperless practice: the client service view
This first article in AccountingWEB’s series on the “second wave” of paperless practice kicks off with a few observations from accountants and practice managers on how looks at how document management has changed the way their firms serve clients.
This conversation started with members of our Document Management discussion group and the intention is to help you learn from them to help your firm become more efficient and profitable. You can help us expand this project by adding your experiences and ideas to this thread in the comments section below.
A better platform for good service
Document management consultant (and discussion group leader) Charles Verrier confirmed the view of our professional panel that client service is the most significant benefit of going paperless. Faster access to archived papers makes things easier for everyone and better quality documentation creates a better impression, not just with clients, but also with quality assurance inspectors, Verrier noted.
Charles Verrier: A well organised filing system is always going to deliver client service benefits - If only because it ensures you don't look like an idiot when asked to provide some information for those files. A response of “It’s in one of the piles of paper on the floor of my office" somehow never looks very good!