Document Management: Paperless is more

Nearly eight months after implementing their first document management system, employees at San Francisco, Calif.-based Rowbotham & Co. LLP are discovering the benefits of going paperless - or, more accurately, of using less paper."The advantage is definitely the flexibility of being able to retrieve the documents from anywhere, whether at home or at a client site," explained Cindy Hsieh, a tax manager at Rowbotham & Co., which uses Thomson Tax & Accounting's GoFileRoom, adding that she particularly likes the application's search feature. "For example, if you're looking for a document but cannot recall which client it came from or where you saved it, you can search by keyword and retrieve the files that way."

Although the process of transitioning over to this system "was, in general, pleasant," Hsieh said that the first busy season was challenging.