Paperless Is Possible

The Trusted Professional
The Newspaper of the NYSSCPA
December 15, 2006
Vol. 9, No.22
By Allison Schiff
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Though the term “paperless office” is possibly a misnomer for the time being, said Page, a “less-paper office” is certainly achievable.

“Probably the most important thing is to evaluate where the office is now and where it wants to go and then create an organized approach,” she said. “There are different levels of paperless. Do research, and find out what your individual firm needs most and what your goals are.”

The first step, agreed Pulice, is to formulate a plan tailored to the specific company’s profile, though some measures are basic requirements. For example, once a firm has purchased a scanner, its next logical move would be to implement a DMS, or document management system, the brand of which varies depending on the needs and size of the firm.

A DMS acts almost like an electronic filing cabinet that stores information on a server. Once organized in a DMS and cataloged by name or an assigned client number, documents can easily be retrieved by a simple keypunch search.

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