http://www.ITGuideforOKCCPAs.com How Paperless Document Management Software Saves Time for OKC CPAs (SlideShare). Learn why paperless document management software is the goal for OKC accountants. Read these tips for more efficient and secure document management. Copyright (C) Emsco Solutions. All worldwide rights reserved.

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http://www.ITGuideforOKCCPAs.com
How Paperless Document
Management Software
Saves Time for OKC CPAs

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Paperless document
management software
provides a number of benefits
including:Ron Vaughn
Solutions Specialist

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• Office space, liberated
from rows of filing cabinets
Ron Vaughn
Solutions Specialist

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• Increased employee
productivity, with the
ability to find documentsRon Vaughn
Solutions Specialist

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• Audit efficiency for both
internal and external
auditorsRon Vaughn
Solutions Specialist

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• Flexibility for CPAs and
their colleagues to be able
to create, share, organize
and categorize documentsRon Vaughn
Solutions Specialist

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• Opportunities to link
related documents
through hyperlinks,
folders, and librariesRon Vaughn
Solutions Specialist

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• Integration of Cloud based
document filing applications
Ron Vaughn
Solutions Specialist

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Better Document
Management
Ron Vaughn
Solutions Specialist

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Electronic document
management systems
may be part of an online
productivity suite,Ron Vaughn
Solutions Specialist

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file share on your
Local Area Network,
or on premise software
for larger accounting firmsRon Vaughn
Solutions Specialist

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Efficient Business Processes
Ron Vaughn
Solutions Specialist

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Business processes
such as expense or purchase
approvals, payroll processes,
and human resources
workflows
Ron Vaughn
Solutions Specialist

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can be made much more
efficient by adopting software
with business process
management functionalityRon Vaughn
Solutions Specialist

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Capturing physical documents
and converting them into
searchable PDF files through
an optical character
recognition (OCR)
Ron Vaughn
Solutions Specialist

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process changes static
paper pages into information
with a defined lifecycleRon Vaughn
Solutions Specialist

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Client files can be associated
with their transactions,
Ron Vaughn
Solutions Specialist

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and correspondence
can be tracked to better
define customer relationships
over timeRon Vaughn
Solutions Specialist

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Electronic Storage
Ron Vaughn
Solutions Specialist

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Preserving information
electronically as a work
in progress document,Ron Vaughn
Solutions Specialist

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or as a record with a defined
retention schedule can help
your firm, and your clients,Ron Vaughn
Solutions Specialist

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comply with Sarbanes-Oxley
(SOX) requirements and
other regulated schedulesRon Vaughn
Solutions Specialist

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Transactional documents
can be stored for quick
retrieval with paperless
document management
software:
Ron Vaughn
Solutions Specialist

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• Balance sheets
Ron Vaughn
Solutions Specialist

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• Depreciation schedules
for equipment
Ron Vaughn
Solutions Specialist

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• Payroll and commission
statements
Ron Vaughn
Solutions Specialist

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• Petty cash tracking
documents
Ron Vaughn
Solutions Specialist

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• Pro forma income
statements
Ron Vaughn
Solutions Specialist

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With electronic indexing
and search,
Ron Vaughn
Solutions Specialist

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documents can be made
available for retrieval by
document type, creation date,
or the client nameRon Vaughn
Solutions Specialist

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An audit trail of anyone who
has viewed, edited, and/or
deleted versions of documents
can all be trackedRon Vaughn
Solutions Specialist

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Paperless document
management software
can save your CPA firm timeRon Vaughn
Solutions Specialist

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and protect your data from
getting lost or into the wrong
handsRon Vaughn
Solutions Specialist

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Have you implemented
a shared document
management repository
for your Oklahoma City
accounting firm?
Ron Vaughn
Solutions Specialist

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What sort of efficiencies
and/or cost savings
Have you realized?Ron Vaughn
Solutions Specialist

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Please share your thoughts
in the section for Comments
belowRon Vaughn
Solutions Specialist

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