How to build a practice or business suing less paper throguh technology.

1. Building Your Bullet-Proof Plan For Paperless Practices Joseph P. Manzelli Jr., CPA.CITP Director of Operations

3. Building Your Plan

4. Essential Technologies

5. Optimizing Your Processes

6. Creating A Paperless Culture

8. Greater Employee Satisfaction

9. Enhanced Client Service

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

12. The Plan Must be written. Must contain essential elements. Must be revisited often.

14. Technology

15. Team

16. Communication

17. Timeline

20. Scanners

21. Workflow

22. Document management

24. Inefficient process

25. Redefined process Store in DMS Scan tax return and source documents

26. Workflow

27. Workflow Workflow

28. Optimized Process

29. Optimized Process

30. Optimized Process

31. Optimized Process

32. Optimized Process

33. Optimized Process

34. Optimized Process

36. Adapt To Technology

37. Standardize

40. Networks & Associations

41. Consultants, White Papers

42. Seminars, Webinars

43. Web Sites: TotallyPaperless.com, CPAFirmTech.com

44. Media – Best Practices, Product Reviews

46. Questions? For more information: Joseph P. Manzelli Jr., CPA.CITP Director of Operations jmanzelli@fuoco.com