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Building Your Bullet-Proof Plan
For Paperless Practices
Joseph P. Manzelli Jr., CPA.CITP
Director of Operations
agenda
Opportunities & Challenges
Building Your Plan
Essential Technologies
Optimizing Your Processes
Creating A Paper...
Opportunities
Significant Productivity Improvements
Greater Employee Satisfaction
Enhanced Client Service
Leaner, Greener ...
Challenges
Challenges
Exploit all resources at your disposal.
If it’s not working, move on.
Be realistic and refine as you go.
The Plan
Must be written.
Must contain essential elements.
Must be revisited often.
The Plan
Goals
Technology
Team
Communication
Timeline
Measurement
Technology
Technology
Dual Monitors
Scanners
Workflow
Document management
Portal
Workflow Defined
Process– an organized group of related activities that together create value to clients
Workflow -  depic...
Inefficient process
Redefined process 
Store in DMS
Scan tax return and source documents
Workflow
Workflow
Workflow
Optimized Process
Optimized Process
Optimized Process
Optimized Process
Optimized Process
Optimized Process
Optimized Process
Optimize processes
Map Your Processes
Adapt To Technology
Standardize
Measure & Refine
culture
Resources
AICPA, State Societies
Networks & Associations
Consultants, White Papers
Seminars, Webinars
Web Sites: Total...
Free White Paper
Questions?
For more information:
Joseph P. Manzelli Jr., CPA.CITP
Director of Operations
jmanzelli@fuoco.com
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Bullet proof paperless plan

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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. 1. Building Your Bullet-Proof Plan For Paperless Practices Joseph P. Manzelli Jr., CPA.CITP Director of Operations
  2. 2. agenda Opportunities & Challenges Building Your Plan Essential Technologies Optimizing Your Processes Creating A Paperless Culture Additional Resources
  3. 3. Opportunities Significant Productivity Improvements Greater Employee Satisfaction Enhanced Client Service Leaner, Greener Operations
  4. 4. Challenges
  5. 5. Challenges Exploit all resources at your disposal. If it’s not working, move on. Be realistic and refine as you go.
  6. 6. The Plan Must be written. Must contain essential elements. Must be revisited often.
  7. 7. The Plan Goals Technology Team Communication Timeline Measurement
  8. 8. Technology
  9. 9. Technology Dual Monitors Scanners Workflow Document management Portal
  10. 10. Workflow Defined Process– an organized group of related activities that together create value to clients Workflow - depiction of the work performed by individuals, teams or systems Workflow Automation – the use of software to streamline work processes
  11. 11. Inefficient process
  12. 12. Redefined process Store in DMS Scan tax return and source documents
  13. 13. Workflow
  14. 14. Workflow Workflow
  15. 15. Optimized Process
  16. 16. Optimized Process
  17. 17. Optimized Process
  18. 18. Optimized Process
  19. 19. Optimized Process
  20. 20. Optimized Process
  21. 21. Optimized Process
  22. 22. Optimize processes Map Your Processes Adapt To Technology Standardize Measure & Refine
  23. 23. culture
  24. 24. Resources AICPA, State Societies Networks & Associations Consultants, White Papers Seminars, Webinars Web Sites: TotallyPaperless.com, CPAFirmTech.com Media – Best Practices, Product Reviews Vendor Trainings, User Groups
  25. 25. Free White Paper
  26. 26. Questions? For more information: Joseph P. Manzelli Jr., CPA.CITP Director of Operations jmanzelli@fuoco.com

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