9/8/2023 0 Comments Paperless office software![]() ![]() Competitors have to look for something to offer to make themselves unique. CCH Document and GoFileRoom are very solid products with good feature sets. For example, both CCH and Thomson offer paperless systems that integrate into their overall suite. Generally, you would expect easier integration and success by purchasing your DMS from the same vendor that makes your other practice products. Simpler products sometimes add more advanced features and complex products are sometimes missing features included in a lower end offering. Usually at Tier 4 we see OCR added, at Tier 3 we see versioning and check in/out features, and workflow begins appearing in Tier 3 and 2. Products in paperless run from the very simple, which I refer to as Tier 5 or File Cabinets, to the very complex, which I refer to as Tier 1 or Enterprise Content Management (ECM), just like accounting software products. Folder Browse, sharing and collaboration plus many more features are the keys to what makes a DMS help us be more productive. With DIY, it is almost impossible to guarantee file naming, file location or file destruction, wasting time and increasing liability.ĭMS systems have some critical features including: Check in/out, Versioning, Editing, Record Retention, Hierarchical storage, support for storing various formats of files including PDF, TIF, XPS, as well as Native Documents, annotation support including stamps, signatures, redaction and tic marks, security through Single and Multi-factor authentication, encryption, email Integration, workflow/CRM/Practice Management Integration, Secure Portal/ Local, Secure Portal/ Web, Portability on a Laptop, OCR, Search vs. If you are a smaller organization, you might be able to survive with a Do It Yourself (DIY) approach to document management if careful naming of folders and files are routinely applied, just like you can run a business on a spreadsheet. ![]() You’ll find that our advice is similar to selecting an appropriate accounting software for your firm and clients. ![]() Now is the time to consider your paperless or Document Management Solution (DMS) needs. This year we’ve had the pleasure of recommending software programs for accounting, payroll and other critical areas of your practice. ![]()
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