QuickBooks consultant explains how digital documents can streamline your business
December 15, 2021at4:00 PM
Savvy business owners know the importance of utilizing technology to maximize efficiency. Your business is losing time and money if your employees are still spending their work time digging through filing cabinets and stacks of paperwork to find documents.
Are you taking advantage of digitized documents in your business? Switching to digital is a proven way to streamline operations and improve productivity. Here’s how.
1. Employees can access documents faster
A centralized record repository means team members anywhere can easily access and retrieve relevant documents in just a few clicks. Every organization needs this feature in their operations, especially now that remote working is a norm. This also fosters improved collaboration and communication among team members.
The best part is many of these document processing systems are free. Even if it’s something simple like Google Drive, having a smartly organized cloud service that your employees can quickly access from anywhere saves their time and makes their day-to-day tasks simpler.
2. Employees get quicker access to client/customer information
Quality deliverables and personalized customer service are often dependent on how quickly your team members can access client info. Today’s document processing systems allow you to set varying access restriction levels based on who needs to see what. This way, you don't have to worry about sharing sensitive information about your clients to people who aren’t cleared to access it.
3. You get to free up physical space in the workplace
Try to picture how much physical space you could free up in your office if you could do away with those large filing cabinets. You could then use that space to accommodate an additional employee to help improve the workflow. As an added bonus, the income from selling the file cabinets can also bring in extra revenue for your business.
4. You can generate accurate reports quickly
Manually preparing reports, especially those that involve financial information, can be a time-consuming process. It’s difficult to edit errors too, so managers spend even more time on proofreading and data checking. Digital document management systems allow you to generate accurate reports at the click of a button. This helps get things moving faster, as well as saves on overhead costs associated with making manual corrections.
5. You can reduce your company’s environmental impact
Switching to digital documents in your business means less reliance on paper. Cutting down on paper usage is good for the environment — but it can also improve your business’s bottom line.
It has become increasingly important for businesses everywhere to be more conscious about how their operations impact the environment. In a recent survey, over 80% of consumers in the US and UK said they want brands to promote more environmentally friendly practices and initiatives.
Make the switch to digital business solutions with KRD Tax & Consulting
If you’re ready to further integrate your business operations, KRD Tax & Consulting can simplify the process. We work with business owners across various verticals — manufacturing, property management, IT, law firms — to streamline processes, update obsolete systems, and change workflows for the better.
As an experienced ERP and QuickBooks consultant, we can overhaul your company’s accounting system, seamlessly integrating software solutions like QuickBooks and Xero to improve efficiency across the board. Our QuickBooks consulting services are customized to address individual client needs.
KRD Tax & Consulting can also provide tailored solutions to specific business operations problems. For instance, we can implement software to automate certain processes, such as digital contract signing, employee timekeeping, and billing.
Book an appointment with our business consulting team today
If you need a seasoned QuickBooks consultant to help streamline various aspects of your business, KRD Tax & Consulting is here for you. Don't get left behind by the digital revolution. Let us help your business run more smoothly and stay competitive.
Book your appointment with our team today by calling 720-524-4063 or through our contact form.