Tagged With "PBC"

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Does Your Firm Have a Clear Vision for Document Management

Art Post · 9/8/209:36 PM

What is your vision of document management? Is it simply document storage, or is it comprehensive? Do you picture an end-to-end solution including document gathering with Prepared by Client (PBC) capability, portals, eSignature, as well as integration into your other key applications such as tax, audit, and email? The more this year of clear vision has progressed, the more it has been blurred by the COVID-19 pandemic, frantic reactive thinking, and desperation. However, some firms have...

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Does Your Firm Have a Clear Vision for Document Management

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