Taming Your Firm’s Paper

Accounting Technology
by Carly Lombardo
August 2005
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“Paperless is the single biggest issue we see, and we have thousands of firms ranging from large to small enrolled agents using our document management systems,” says Mike Sabbatis, vice president of sales for
CCH Tax and Accounting.

“The market is maturing. Firms are starting to truly understand what technology can do for them. It changes the way a firm works,” agrees Joe Harpaz, president of Immediatech.

Immediatech, which markets the Web-based GoFileRoom, has seen the number of customers for the document management system increase by more than 100 percent in the last year, and predicts the number will triple this year.

Keeping It Consistent
A major change for HKMP was how to handle financial statements, utilizing CaseWare’s CaseView, a report writer that, when included in an engagement file, allows the firm to create knowledge libraries that house the firm’s standardized documents, such as footnotes and opinions.

If a footnote is needed for any financial statement, the accountant can merely go to the library and click on the note that is needed. CaseView automatically inserts the note in the respective client’s financial statement, as well as entering the appropriate numbers in the proper place in the footnote.

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