bullet proof paperless plan

Building Your Bullet-Proof PlanFor Paperless Practices

Joseph P. Manzelli Jr., CPA.CITPDirector of Operations

AGENDA

•Opportunities & Challenges•Building Your Plan•Essential Technologies•Optimizing Your Processes•Creating A Paperless Culture•Additional Resources

OPPORTUNITIES

•Significant Productivity Improvements•Greater Employee Satisfaction•Enhanced Client Service•Leaner, Greener Operations

CHALLENGES

CHALLENGES

1. Exploit all resources at your disposal.2. If it’s not working, move on.3. Be realistic and refine as you go.

THE PLAN

1. Must be written.2. Must contain essential elements.3. Must be revisited often.

THE PLAN

• Goals• Technology• Team• Communication• Timeline• Measurement

TECHNOLOGY

TECHNOLOGY

• Dual Monitors• Scanners• Workflow• Document

management• Portal

WORKFLOW DEFINED

Process – an organized group of related activities that together create value to clientsWorkflow - depiction of the work performed by individuals, teams or systemsWorkflow Automation – the use of software to streamline work processes

A B C

INEFFICIENT PROCESS

REDEFINED PROCESS

Scan tax return and source documents

Store in DMS

WORKFLOW

WORKFLOW

Workflow

OPTIMIZED PROCESS

OPTIMIZED PROCESS

OPTIMIZED PROCESS

OPTIMIZED PROCESS

OPTIMIZED PROCESS

OPTIMIZED PROCESS

OPTIMIZED PROCESS

OPTIMIZE PROCESSES

•Map Your Processes•Adapt To Technology•Standardize•Measure & Refine

CULTURE

RESOURCES

•AICPA, State Societies•Networks & Associations•Consultants, White Papers•Seminars, Webinars•Web Sites: TotallyPaperless.com, CPAFirmTech.com•Media – Best Practices, Product Reviews•Vendor Trainings, User Groups

Free White Paper

Questions?For more information:

Joseph P. Manzelli Jr., CPA.CITPDirector of Operations

jmanzelli@fuoco.com