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THE PAPERLESS OFFICE: HOW TO SAVE TIME & MONEY & REDUCE PAPER

THE PAPERLESS OFFICE: HOW TO SAVE TIME & MONEY & REDUCE PAPER. JEFF FRITZ, CPA.CITP DIRECTOR, OFFICE OF THE PRESIDENT, PROFESSIONAL SOFTWARE & SERVICES THOMSON REUTERS, TAX & ACCOUNTING JUNE 2, 2009. THE PAPERLESS OFFICE. Reasons You Need to Be Paperless Cost savings.

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THE PAPERLESS OFFICE: HOW TO SAVE TIME & MONEY & REDUCE PAPER

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  1. THE PAPERLESS OFFICE: HOW TO SAVE TIME & MONEY & REDUCE PAPER JEFF FRITZ, CPA.CITP DIRECTOR, OFFICE OF THE PRESIDENT, PROFESSIONAL SOFTWARE & SERVICES THOMSON REUTERS, TAX & ACCOUNTING JUNE 2, 2009

  2. THE PAPERLESS OFFICE • Reasons You Need to Be Paperless • Cost savings

  3. THE PAPERLESS OFFICE • Reasons You Need to Be Paperless • Cost savings • Paper • Toner • Postage • Storage • Clerical and other staff • Go here for a quick analysis of your paper costs: http://cs.thomsonreuters.com/FileCabinetCS/worksheet.aspx

  4. THE PAPERLESS OFFICE • Reasons You Need to Be Paperless • Cost savings • Disaster recovery

  5. Hurricane Ike hit Texas in September 2008. As a result of the damage from Hurricane Ike, 29 counties in what state declared a • “state of emergency”?

  6. 70 percent of small firms that experience a major data loss go out of business within a year Contingency Planning, Strategic Research Corp and DTI/Price Waterhouse Coopers (2004)

  7. Companies that aren’t able to resume operations within ten days (of a disaster hit) are not likely to survive How Secure is Your Storage, Whitepaper – www.TechWorld.com (September 6, 2004)

  8. THE PAPERLESS OFFICE • Reasons You Need to Be Paperless • Cost savings • Disaster recovery • Accuracy, efficiency and productivity

  9. THE PAPERLESS OFFICE Integration Document Management The Web

  10. THE PAPERLESS OFFICE • Integration • Software suite and content • Microsoft • Other products • Document Management • The Web

  11. THE PAPERLESS OFFICE • Financial statements • Import trial balance data from a variety of source programs into Write-Up software • Utilize paperless audit software with integrated digital content • Tax returns • Seamlessly transfer data • Corporate • Partnership • Trust • Individual

  12. THE PAPERLESS OFFICE • Payroll • Time entry • Demographic information changes • Check stubs, W-2s, reports and returns delivery • Portals • Delivery of • Tax returns • Financial statements • Other documents • Information • Transfer of files • News and information

  13. THE PAPERLESS OFFICE • Practice Management • Time and expense entry • Workflow • Billing process through payment

  14. THE PAPERLESS OFFICE • If you could have more of only one of the following, which would you choose? • Money • Clients • Time

  15. THE PAPERLESS OFFICE • Paperless Office benefits • Your Clients • Your Staff • Your Firm

  16. Thank You!

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