The paper predicament

What CPAs need to know most about making the move to digital document management

Sponsored by SurePayroll, CCH, Doc.It and CCH Small Firm Services

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From sole practitioners and small business owners to leaders at Big Four accounting firms and global financial executives, CPAs are taking every available measure to boost efficiency, build the bottom line, safeguard information, and, increasingly, become environmentally conscious. At the intersection of those pressures is the continuing move away from paper and toward digital document management.

Organizations each have their own story to tell about the path to paperless. In this Special Focus Report, four experts in digital solutions share their knowledge, insights, and best practice tips for creating and maintaining a paperless system.

Contributing to the report are Teresa Mackintosh, software executive vice president and general manager at CCH, a part of Wolters Kluwer; Kerri Gibson, director, ATX Product Management for CCH Small Firm Services, a Wolters Kluwer Tax and Accounting company; Brock Philp, president and CEO of Doc.It; and Michael Alter, CEO and president of SurePayroll, a Paychex company.

Click here to download.

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VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.