Evaluating a Document Management System, and knowing what to look for is a difficult thing for a firm to do, especially with time constraints. We have put together these white papers, checklists and webinar recordings to help you to make a more informed decision when it comes to implementing a Document Management System in your firm.
White Papers
- Click here to download: The Accounting Firm’s Guide to Evaluating a Document Management System
- Click here to download: 22 Red Flag Phrases that your Business needs a Document Management System
- Click here to download: 6 Proven Strategies for Boosting Accounting Firm Efficiency
Checklists
- Click here to download: Checklist for Evaluating a Document Management System – short version
- Click here to download: Checklist for Evaluating a Document Management System – long version
HowNow System Requirements
- Click here to download the short version of the system requirements
- Click here to download the long version of the system requirements (written for IT people)
Recordings
- Webinar Recordings
- Click here for The Accounting Firm’s Guide to Choosing a Document Management System
- Click here for Email Management – The Risks, the Pitfalls, the Efficiency Gains
- Click here for Reduction in Induction – How an Accounting Firm now trains new staff in 66% less time
- Click here for Paperless Principals – Tips to Achieving the Paperless Office
- Click here for Stop Exploring, Start Finding – Document Management using HowNow Records Manager
