Long gone are the days of file cabinets. Many accounting firms now use file-sharing and storage systems, such as Dropbox and Google Drive, to organize their documents. Firms using a digital document management system (DMS), however, report even greater organization and productivity among their staff.
Document management systems can improve file searches, provide a digital workflow to assign and track tasks, and add security when transferring sensitive forms. Firms should carefully evaluate the capabilities of each DMS vendor before reaching an agreement.
Implementing a new software system can feel daunting for any accounting firm, but it may be easier than you think.