Are You Keeping Too Many ERP Documents and Data?

4 Document Management Steps You Should Follow Has your ERP data storage grown exponentially over the past few years? Has your business become a pack rat, hanging onto records and data just because you can? As electronic storage capacity has increased and gotten...

How to Find the Documents You Need Faster

We have all been in the situation when a customer calls and needs a copy of a document.  We put them on hold to dig through the filing cabinet where it “should be” and end up empty handed.  It’s never a good feeling to have to tell a customer that you will call them...

The Dreaded Annual Audit Season is Fast Approaching

For many of you, entering into the beginning months of a calendar year brings thoughts of the traumas associated with your annual CPA audit. The intrusion, the loss of productivity, the frayed nerves trying to attend to normal job tasks while fulfilling the requests...