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 continued to look to the future, and have been proactive at choosing their next-generation technology tools. This opportunity to build for the future has a unique viewpoint since the future “new normal” may seem different than the past, providing a diverse work environment as well as hope for the future.
The critical item for choosing a new document management system (DMS) is to focus on the client experience. In past columns, we have discussed going from document management version one to version two, three, and four. The current generation of document management products offer so much more than document storage solutions (DSS) and do-it-yourself approaches. Plus, one of the clear issues demonstrated during the COVID-19 stay at home period was the need for easy to use document management systems. read the rest here