Hi everyone,
I would really appreciate it if accountants can give provide some advice on how an accounting firm can go paperless. I have googled and surfed the internet but the paperless material I found mostly related to general admin.
I am looking for ideas or way forward to go paperless with accounting files. How sections and work programmes would be maintained. How will nominals can be linked to supporting invoices and other bits expected of a digital accounts file. And then how do all these thing come together
Any specific accounting softwares suggestions.
A big thank you in advance for all your comments and input.
Replies (4)
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Myworkpapers do an online program - we use them for audits and they are good, they also do a non audit one - I haven't used it myself, but certainly an option.
Maybe your accounts are more complicated than the ones we typically do...but we barely have any working papers. Cloud based bookkeeping means we have live, "write" access to the data, so any tweaks we make we make live on the data. Then it's just a case of taking a handful of PDF "printouts" for our files in case some numpty posts retrospective stuff.
Otherwise, get a good scanner, good shredder, and good e-signature software.
I'm currently looking for something similar including maybe something like a portal where documents can be stored & accessed by users of each client (as appropriate). I'm having a demo with PaperLess Europe next week -have you looked at that to see if it's any good for what you want? I know it integrates with some accounting software but I THINK it can also just be storage? Good luck in your quest.