Gentlemen, why is now such an important time for CPAs to be considering paperless office and workflow solutions?
Dave Packer (Interwoven): Firms are facing many challenges today, including more stringent regulation, earning and retaining clients, mergers and acquisitions, an explosion of content such as e-mail, increased competition and attracting talented professionals. Paperless solutions can help firms address all of these challenges. Technology has evolved significantly, so it is now proven and affordable for firms of all sizes. James Bourke (WithumSmith+Brown): Why now? It just makes sense. Technology drives every aspect of what we do in our profession today. Our staffs are mobile. They need access files and source documents 24/7, anywhere-anytime. The only way to make the process more efficient is to convert the “old” paper process to digital and to store files and documents in a way that allows for easy access. Chandra Bhansali (AccountantsWorld): Paperless office systems are clearly playing an important role in CPA practices. A client engagement starts with source data, which may be on a
