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How to build a practice or business suing less paper throguh technology.
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Building Your Bullet-Proof PlanFor Paperless Practices
Joseph P. Manzelli Jr., CPA.CITPDirector of Operations
AGENDA
•Opportunities & Challenges•Building Your Plan•Essential Technologies•Optimizing Your Processes•Creating A Paperless Culture•Additional Resources
OPPORTUNITIES
•Significant Productivity Improvements•Greater Employee Satisfaction•Enhanced Client Service•Leaner, Greener Operations
CHALLENGES
1. Exploit all resources at your disposal.2. If it’s not working, move on.3. Be realistic and refine as you go.
THE PLAN
1. Must be written.2. Must contain essential elements.3. Must be revisited often.
THE PLAN
• Goals• Technology• Team• Communication• Timeline• Measurement
TECHNOLOGY
• Dual Monitors• Scanners• Workflow• Document
management• Portal
WORKFLOW DEFINED
Process – an organized group of related activities that together create value to clientsWorkflow - depiction of the work performed by individuals, teams or systemsWorkflow Automation – the use of software to streamline work processes
A B C
INEFFICIENT PROCESS
REDEFINED PROCESS
Scan tax return and source documents
Store in DMS
WORKFLOW
WORKFLOW
Workflow
OPTIMIZED PROCESS
OPTIMIZED PROCESS
OPTIMIZED PROCESS
OPTIMIZED PROCESS
OPTIMIZED PROCESS
OPTIMIZED PROCESS
OPTIMIZED PROCESS
OPTIMIZE PROCESSES
•Map Your Processes•Adapt To Technology•Standardize•Measure & Refine
CULTURE
RESOURCES
•AICPA, State Societies•Networks & Associations•Consultants, White Papers•Seminars, Webinars•Web Sites: TotallyPaperless.com, CPAFirmTech.com•Media – Best Practices, Product Reviews•Vendor Trainings, User Groups
Free White Paper
Questions?For more information:
Joseph P. Manzelli Jr., CPA.CITPDirector of Operations
