TAX PRACTICE MONTHLY WEBCAST
Document Management 101
View archived presentation, originally aired on Aug. 20, 2015
Topics: Proper document management within a tax practice is a critical function at many levels. While most tax practitioners would not disagree, they may provide differing descriptions of what they believe constitutes document management. Is document management referring to the firm’s internal records, the staff’s working folders, or the client’s records?
The advent of new companies and technologies offering the “best” in document management solutions can be confusing. As practitioners are evaluating their systems and processes, they need to have a clear understanding of what to consider. This includes: paper or digital, local server or cloud-based, one system for everything or multiple systems, access to documents, filing system methodology, and naming conventions.
Register for next month's Tax Practice Monthly: Hiring Considerations for Tax Professionals, September 17 at 1pm ET