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posted on June 21, 2011

Paperless workflow is a growing movement in the accounting world with many benefits. It will save your firm time, effort, and money. While that sounds great, the benefits may be more elusive than you think. Statistics show that the majority of users of paperless workflow choose Adobe Acrobat as their primary workpaper tool for managing scanned documents. Although Acrobat is useful for working with a final set of documents, it’s not ideal for a working file. It requires a significant amount of time in order to index, organize and bookmark documents, which defeats the whole purpose of going paperless (saving time and money).

SPBINDER was designed to overcome the deficiencies found in Adobe Acrobat. Not only does SPBINDER make indexing, organizing, and bookmarking a breeze, it offers tax and accounting specific annotation tools, sign off functions, and Excel integration.

AccountingToday hosts “Are you Winning the Battle of Paperless Tax Workpapers?” a webinar presented by David Wyle, President and CEO of SurePrep LLC and moderated by Bill Carlino.

Click here to view the recorded webinar

 

Industry Experts Say...

From the CPA Practice Advisor's July 2011 review of Tax Document Automation Systems:

"SurePrep was one of the earliest entrants into the tax document automation field, and has evolved and extended its offerings to meet the demands of practitioners. SurePrep’s 1040SCAN application is focused on reorganizing the workflow inside of tax and accounting firms..."   read more


 

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