In fact, research shows that when accepting client payment online by credit card, firms get paid 39 percent faster than by other means. Online Payment SolutionsĪ digital payment process not only moves your firm closer to being paperless, but also can significantly increase cash flow. The best DMS can also integrate with your firm’s client portal, allowing you to deliver documents to clients directly from your DMS. Access to system can be tiered, as well, giving each user access to only certain folders or files depending on their credentials. ![]() With DMS, you can designate which users can log into the system and access the files contained within. A good document management system allows you to place those documents in storage electronically, ensuring easy access and eliminating the need to worry about misplacing or losing documents.” Writing for CPA Practice Advisor, Mary Girsch-Bock notes, “while you may be the most meticulous person in the world, always ensuring that any file or document is always returned to its original location, your co-workers may not be. Without a proper digital filing system, files can not only become difficult to find, but also become vulnerable to leaks or hacks.ĭocument management systems (DMS), such as SmartVault, are specifically designed to remedy this issue by offering professionals a secure,organized platform to store vital documents. It's important to keep your firm’s files well organized and in a safe location. “If the documents are uploaded directly to the cloud-based server, they go through a rigorous shakedown for malware before they are encrypted and stored.” 2. “While you know the security measure you have taken to protect your computer from malware, you have no control over what the client may have,” writes Gary Kaplan for AccountingWeb. ![]() Portals also offer an extra layer of protection from computer viruses and other unwanted software your clients may accidentally spread to your firm. Portals can also allow your clients to provide signatures on documents electronically without needing to step into your office. Getting clients on board is as simple as sending them an invitation, where they can create their own account to log into your portal.Īccounting-focused client portals like CCH Axcess Portal let you give clients easy access to tax returns, balance sheets, and other important documents you’ve prepared for them. Best of all, most client portal technology is very user-friendly, both for you and your clients. These systems are protected with advanced encryption, so only your staff and your clients can access the items stored within. Client PortalsĬlient portal technology gives professionals a significantly more secure platform through which to interact with clients and share documents digitally. Here, we’ll highlight three CPA paperless office software solutions firms like yours are using to improve workflow and efficiency. If you’re ready to start reaping the benefits of going paperless in your own firm, but aren’t sure where to start, this article is for you. By default the system will encrypt the file and use the last four of their ssn as the passkey.As our world becomes increasingly digital, CPA and accounting firms are eliminating their dependence on paper in favor of more productive, efficient, and secure paperless systems. In our system simply click an Icon, attach any scanned docs or their tax return and click send. Send – If emailing your clients an encrypted, signed version of their tax return currently takes you more than 30 seconds…. Your signature is already in the system tied to your preparer login, So…just save their masterpiece and anytime you go to print that doc… its signed! ![]() Sign – Using one of the supported models from Topaz, simply plug in the pad, select something that needs a signature (bank app, 8879 etc.) and have your client scribble on the pad. You can use the Motorola DS6707 and take pictures or scan the files directly from your scanner or if somebody was to send you an email with an attachment, just download it and select a file. What we are really describing here is a secure document management system!Īs you can see from the image, we wanted to give you options as to what is the most efficient/easiest method of scanning. ![]() Scan – You can scan, import or snap the images directly into the clients file.
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