For all of the talk about paperless offices, many practices continue to drown in a sea of paper. Fortunately, document management and related applications can offer even small firms a less paper-intensive office. Additionally, the right application can make storing, finding, handling and routing documents more efficient and reduce errors.
The first thing to keep in mind when considering how you might reduce your practice’s dependence on paper is to realize that the term “document management” is something of a misnomer. A more descriptive and accurate term would be “content management.” In many instances, what has to be managed includes actual documents, such as those created by miscellaneous applications and other sources. These can be tax returns of varying types, e-mails and digitized faxes, and paper correspondence from clients, the IRS and other agencies, and the output of office productivity applications such as Word, Excel and PowerPoint.
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