While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can actually help improve client satisfaction dramatically. In a recent Accounting Today webinar titled “Document Management: The Client Service Connection,” Wolters Kluwer product line manager Damon Russel explained the various ways […]

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So, your firm’s tax workflow is paperless from beginning to end… Congratulations! But your work is not done. You may want to do a little spring cleaning, and find other areas of your firm that might benefit from being a little more paperless. Here are a few ideas to help you become a truly paperless firm. […]

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The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating document management as an additional concern associated with each step of your process, it can be helpful to think of your document management system as the hub of your 1040 […]

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