austin3515 Posted December 31, 2019 Posted December 31, 2019 What are people doing for paperless binder solutions? i.e.. saving all of the workpapers... We currently have an Access program that we are using but may be outgrowing it. Austin Powers, CPA, QPA, ERPA
BG5150 Posted January 2, 2020 Posted January 2, 2020 GoFileRoom QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
C. B. Zeller Posted January 2, 2020 Posted January 2, 2020 Having formerly written and maintained applications with an Access DB backend, I will say that you probably outgrew it the minute more than one person needed to use it at the same time. That said, there are some interesting document management solutions out there, but as for us, we just use a plain-old folder hierarchy, which used to live on our own file server, and is now on one of the big cloud storage providers. Anything that comes in a non-electronic form gets scanned and saved to the appropriate client folder. ugueth 1 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
austin3515 Posted January 2, 2020 Author Posted January 2, 2020 4 minutes ago, C. B. Zeller said: Having formerly written and maintained applications with an Access DB backend, I will say that you probably outgrew it the minute more than one person needed to use it at the same time. Well not yet... And there's probably 20 users. The benefit of Access is (if you know how to use it) you can mold it to your operations/processes as opposed to the other way around. It's pretty darn powerful. We're pretty much at the point where we need to be upgrading the backend to a SQL server, but it would hurt to let it go. Interestingly when I was in public accounting we use ProSystem FX Engagement (it was ePace at the time) and that was actually the template I had in my head for my Access thing. There is something to be said for using a mainsteam program. Thanks everyone! Austin Powers, CPA, QPA, ERPA
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