Taming Your Firm’s Paper

Accounting Technology
by Carly Lombardo
August 2005
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For example, GoFileRoom’s features include TaxFlow, a workflow tool that routes and tracks documents in the tax preparation process, and ClientFlow, a client portal designed to publish client documents to the Web. Still, firms are trying. Last fall, Steve Schottenfeld, director of technology at Boston-based Gray Gray & Gray, noted that, “We would like to see if Engagement Manager can be used for document management in general.”

One major difference, says Stephen Barrett, director of information technology at HKMP, is the search capabilities of true document management systems. For example, the firm had a partner who needed to gather information on previous projections the firm had completed.

“All the partner had to do was type in ‘projections’ in CCH Document and the list came up. In the past, this would have easily taken at least a half-day. It’s a huge time-saver,” says Barrett.

Kranzler also notes that one reason the firm uses both CaseWare Working Papers and ProSystem fx Document is that, “CaseWare works as a binder, while CCH works as a file cabinet. In the past, you wouldn’t walk into an office and have binders without a file cabinet or vice versa. Having both products makes each one more productive,” says Kranzler.

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