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Joseph Manzelli Jr
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How to build a practice or business suing less paper throguh technology.
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Bullet proof paperless plan
1.
Building Your Bullet-Proof
Plan For Paperless Practices Joseph P. Manzelli Jr., CPA.CITP Director of Operations
2.
3.
Building Your Plan
4.
Essential Technologies
5.
Optimizing Your Processes
6.
Creating A Paperless
Culture
7.
8.
Greater Employee Satisfaction
9.
Enhanced Client Service
10.
11.
Challenges Exploit all
resources at your disposal. If it’s not working, move on. Be realistic and refine as you go.
12.
The Plan Must
be written. Must contain essential elements. Must be revisited often.
13.
14.
Technology
15.
Team
16.
Communication
17.
Timeline
18.
19.
20.
Scanners
21.
Workflow
22.
Document management
23.
24.
Inefficient process
25.
Redefined process
Store in DMS Scan tax return and source documents
26.
Workflow
27.
Workflow Workflow
28.
Optimized Process
29.
Optimized Process
30.
Optimized Process
31.
Optimized Process
32.
Optimized Process
33.
Optimized Process
34.
Optimized Process
35.
36.
Adapt To Technology
37.
Standardize
38.
39.
40.
Networks & Associations
41.
Consultants, White Papers
42.
Seminars, Webinars
43.
Web Sites: TotallyPaperless.com,
CPAFirmTech.com
44.
Media – Best
Practices, Product Reviews
45.
46.
Questions? For more
information: Joseph P. Manzelli Jr., CPA.CITP Director of Operations jmanzelli@fuoco.com
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