austin3515 Posted March 28, 2011 Posted March 28, 2011 We are a TPA shop... Has anyone gone "paperless" yet? I'm just curious to know because it seems a lot of the paper reports could easily be scanned and used by anyone from anywhere, etc. Also, it would make it easier for multiple people to work on the same spreadsheet without having to know what the name of the spreadsheet is. I'm looking for a paperless binder that can store all file types... Austin Powers, CPA, QPA, ERPA
GMK Posted March 28, 2011 Posted March 28, 2011 I checked with our "people," because they on their way to going paperless. They implemented Sharefile which they are using as their paperless method of sending & receiving files. They then store the data electronically on their internal Network that all their employees can access. They all use dual monitors, so one can be used for viewing and the other for entries/proofing/etc. The Sharefile system can also be used as a storage system, but they have not yet utilized that function - taking it one step at a time. The site, which offers a 30 day free trial, is: http://www.sharefile.com/ Our TPA is happy with the performance and support so far. I don't use it, so I can only tell you what they told me. And, of course, there are undoubtly other choices out there.
K2retire Posted March 29, 2011 Posted March 29, 2011 We are just starting to use a similar service called Egnyte.
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