How has paperless technology affected your internal processes?

As set out in other threads about document management within accounting firms, I am working with Charles on some articles and a whitepaper exploring some of the "second wave" benefits of going paperless. Anyone who is a member of this group is probably already aware of the potential cost savings, reduction in the need for physical storage and client service benefits.

What we are looking for now are detailed comments about the efficiencies that paperless technology have made possible in the way that work is handled within the firm - for example when being passed from accounts department to tax department, or when multiple people are working on the same client files at the same time.

If you have pushed forward in these areas, could you tell us a little more? Where the changes you have effected part of the original spec for your system, or did the potential benefits emerge later, once you got used to your system and its capabilities. Here are some questions to get you started:

  • Do paperless systems make it easier to collect and disribute documentation to the relevant members of your team? If so, how does this work and what are the benefits?
  • Is OCR a viable technology within accountancy - and to what tasks have you applied it?
  • To what extent do you use workflow technology?
  • Do you do a lot of paperless reviewing of client cases and documents?
  • What other options and possibilities should we be investigating?

Thanks in advance for your help.

 

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Group: Document management discussion group
Advice and ideas about putting paperless processes to work within accountancy practices