Paperless Office Solution

Tax season can be a stressful time for a small business.  I have dozens of forms to submit regarding transactions, employees, write-offs, and organizing all the documents associated with those forms to submit to the IRS.  It’s a pain in the neck, and that’s why I’m glad I recently decided to upgrade to a document management system.  This computer system keeps all my essential forms, documents, and reports organized on my computer, allowing for ease of access and convenience when submitting such large amounts of paper documents. 

It’s also a great method to organize document printings (some of the tax forms can’t be submitted electronically).  When I need to print a whole bunch of documents, dozens, or even hundreds, the document management system allows me to find the documents I need and line them all up in the printer so they don’t get mixed up with others.  I’m so thankful to have this software tool, and I’d say for any small business, when it comes to tax season, this is essential! 

I run a small business, and despite our size, we often have thousands, even hundreds of thousands of small transactions each year.  It’s hard to keep all of our receipts in order now and then.  I just used a standard filing cabinet in the past, but now that we have so many clients and transactions on a day to day basis, it doesn’t make sense not to use a computer.  I use several hard drives to keep records of all our data, and while expanding storage isn’t an issue, finding a specific transaction when I need to is hard.

I found some electronic document management software online, and since then, I’m able to keep all of our receipts from transactions in order.  Not only does the software keep all our business documents more organized, but it makes them easier to access; even if the person accessing the documents isn’t familiar with the technology.  It’s a great tool for small and large businesses.