The need for firms to be more agile has never been greater. Unfortunately, many firms are bogged down in paper and paper-based processes that limit productivity and profitability.
Tax & AccountingApril 01, 2021
5 Document Management Strategies for Long-Term Productivity
Document management is a key component to a modern firm. Any effort to modernize a firm's processes should take into consideration long-term goals while leaving room for firms to pivot on the fly when needed.
Storing your documents in the cloud is the best way to make sure that your documents are available when and where you need them, but new hybrid storage options enable a more customized approach.
Complete the Form Below to Download the eBook
Firm Management
Learn how firm management can help your firm be more efficient, meet growth targets, and adapt to changing business environments.
Related Insights
-
ArticleTax & AccountingApril 26, 2024Digital tax workflow tips and tricksWhether firms implement these tax workflow tips and tricks all at once or step-by-step, there is a lot of room for a more productive tax workflow.
-
ArticleComplianceTax & AccountingApril 25, 2024IRA beneficiaries and required distributions: Tax relief extended into 2024 for certain beneficiariesDue to the many IRA rule changes in recent years and the challenge of staying abreast of these changes, the IRS has granted relief to beneficiaries of IRAs allowing the necessary time to better understand the rules.
-
ArticleTax & AccountingApril 05, 2024eBook: How Tax and Accounting Firms Supercharge Efficiency With a Digital WorkflowOur ebook outlines three productivity challenges your firm can solve by automating data collection and input with CCH digital tax solutions.
-
ArticleComplianceTax & AccountingApril 05, 2024Tax relief for victims of Rhode Island severe storms and flooding: IRA and HSA deadlines postponedDue to destruction caused by severe storms that took place in parts of Rhode Island beginning December 17, 2023, the IRS has announced that affected taxpayers will receive tax relief. As a result, certain IRA and HSA deadlines are extended.
