In today’s mobile world, document management has become more than just scanning a document to the hard drive. Information now must be readily available for sharing. A recent article from Accounting Today illustrates this point and how the evolution of document management systems is changing the industry.
Accounting is a document-heavy industry, but it has evolved with technology. Trends today include:
- Web-based interfaces
- Mobile access
- The cloud
Change can be difficult, and many organizations worry about how new systems might interrupt their workflow. Some are loathe giving up their paper document management systems completely. Also, there are a number of data security issues that add a layer of resistance.
As the article points out, however, failing to implement an electronic records management system puts an accounting firm at an incredible disadvantage with younger workers and clients who expect to be able share information quickly. This means workers need to be able to take their work with them on their phones or tablets, and clients need to be able to access their information through secure client portals.
Fortunately for the accounting industry — and any industry for that matter — everyday office hardware can now serve as an extension of a business and play a critical role in records management. For instance, more accounting firms are utilizing wireless, portable scanners to copy receipts or tax documents right to a hard drive. The benefit is a more organized system, as well as data security, to keep the firm compliant with federal regulations.
The bottom line with any document management system is that it has to work for the business — or it won’t work at all. For more than 30 years, Pacific Office Automation has been providing businesses with custom workflow solutions. Our award-winning staff works closely with customers to ensure their records management systems are working for them, and not the other way around. In partnership with trusted manufacturers producing the most technologically advanced multifunction printers in the world, Pacific Office can find a solution to solve any problem. Contact us today to find out how we can help streamline your document management system.