Accounting firms are often overwhelmed with incoming paper and electronic documents – particularly at tax time. Clients send e-mails with tons of disorganized attachments. Customers come in with disorderly stacks of paper, hoping you can make sense of it all and file their return.

It’s a challenge to keep up with it all, and every minute you spend searching through stacks of paper or files filled with electronic documents for the right receipt or invoice is time you can’t spend generating income.

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