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The e-Guide to Paperless Transition

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The Guide to Paperless Transition examines the process of adopting a less-paper strategy. It addresses paperless audit and review, paperless tax and paperless administration. We advocate a one-page plan which specifies objectives, measurements, initiatives and responsibilities. To get you started, we also offer a sample plan and practice methodology.

Change with ease and confidence

Firms all over the country have already taken significant steps toward adopting a "paperless” (actually "less-paper”) environment. Our Guide to a Paperless Transition explores this industry-transforming event with clarity and helpful instruction.

While taking this important step is a significant investment, it provides the opportunity for rewards as well. Initial investment costs are offset and recovered by savings in paper consumption, better client service, and better operating efficiencies. Our Guide to a Paperless Transition provides multiple models that illustrate the potential savings and return on your investment.

Failure to keep pace and be a leader in this area will leave you at a competitive disadvantage. The Guide to a Paperless Transition will help you sail the waters of this relatively uncharted area with ease and confidence.

Inside the Guide

  • Utilize tools to discover potential cost savings
  • Look in-depth at the efficiency of your firm's current processes
  • Break down key issues—before you start to change
  • Identify paperless initiatives that are right for your firm
  • Develop a one page plan for a "less paper" future

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