It’s common for offices to be overwhelmed by paper. It is especially common if you work in the accounting department or office. With tax season approaching, it’s better to be prepared than have to dig yourself out of a pile of paper. It’s important to keep your paperwork in order however, what many businesses disregard, is that it is equally important to keep your electronic documents organized as well. With the correct system and software, you can organize both physical and electronic files and have them within reach if you need them for a client. And in the middle of tax season, you don’t want anything slowing you down and getting in the way of you and your client. Here are some tips to choose the right solution for your accounting office.
Choose a similar solution to what you’re using now. Many employees and managers are hesitant to change their processes and take a step away from their comfort zone. Going from traditional file cabinets to a new filing system can be frightening and intimidating, especially if you’re considering changing to a new software system that seems hard to learn and too complex to find your way around. What many businesses don’t know, especially small businesses, is that there are many software programs that allow you to store your documents in a manner that is similar to your traditional methods, with even faster searching abilities. That means accounting departments/offices can access all their files- receipts, files and other information immediately, in the same organizing system as before.
Ability to make changes.There are always changes to be made- unfortunately many of them seem to be last minute. That’s why the ability to edit documents is crucial, especially in an accounting office. It will also be useful to have the capability to scan new pages or separate files.
Awesome scanning abilities. It sounds a little silly, however choosing the correct scanner will make organizing paper files, and electronic files, much easier. When you select the correct piece of equipment, you will be able to automate and organize your files- even large amounts at once. Some even allow you to scan as well as create searchable files, filed by name, date and other field, for easy retrieval.
If your accounting department is ready for a change contact Biel’s to get started today.