Tuesday, May 3rd, 2022

The Last Days

“The digital age was dragging older lawyers like the Boones into the world of paperless files and storage, and not a minute too soon … Why destroy so many trees to produce much paper that becomes useless almost as fast as it is filed away?” – Author: John Grisham

There is a good article via Accounting Today titled, Frontier: The last days of paper.

Almost always, when I talk with clients and prospects they hesitantly disclose that they are only partially paperless. This paperless tend has been evolving for nearly twenty-five years and still some firms are hesitant to fully embrace the digital world.

The arguments are:

  • We have several older partners (and employees) that are just not ready to give up the paper.
  • We have many clients who demand we give them a paper copy.
  • We have many clients who want a digital copy AND a paper copy.
  • Some tax returns are just too complex to review on-screen.
  • And, the classic excuse: I just like the feel of paper.

I am sure you can add some excuses to this list. But, 2022 is the year, the year to fully embrace the digital world. Are you even offering your clients a paperless method of payment? Look at your competitor’s website. I bet they have a “Pay us here” selection where clients can easily pay without writing a check.

Are you still providing paper tax organizers? Paper tax organizers consume a huge amount of paper (and time and effort). Are you paying your bills via Bill.com or something similar? I receive checks from many of my clients issued via Bill.com. Bill.com also recently acquired Invoice2go this past September. There is more information on that acquisition here.

During the last couple of years, you have made great strides in becoming paperless (because you were forced into it). Make 2022 the year to take the final steps into the digital world.

  • "There are three classes of men; the retrograde, the stationary, and the progressive."
  • Johann Kaspar Lavater

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