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 “With CaseView, once you write and edit the note, it can be used for any client without further editing. Since the numbers are taken from the same database that the financials use, there is much less chance of error. All reports are the same, and I’m able to sleep better knowing somebody didn’t do something goofy,” says HKMP’s Kranzler.

Many firms entered the document management world by purchasing workpaper applications. Some try to extend their use to full-fledged document management. They weren't meant to be used that way, according to L. Gary Boomer, owner of Manhattan, Kan.-based Boomer Consulting.

“Many firms were led to believe that a workpaper container such as CaseWare, Engagement Solution, and CCH’s Engagement fx were document management solutions,” Boomer noted in an interview late in 2004. Traditionally, workpaper products are used to store documents from works in progress such as an audit, and once the audit is wrapped up the final product will be stored in a document management product.

“Workpaper products don’t allow users to search documents and don’t work well for record retention,” says Immediatech’s Harpaz.

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