Accounting Requires Documentation: Can You Find Yours?

Do you have trouble finding documents once they have been filed away? Are your employees spending more time than necessary searching for these documents? This is a serious problem for many small businesses, especially when tax season approaches.

Laserfiche Document Management

Properly organizing and maintaining these files is essential for efficient small business accounting, tax compliance, and financial management. These records help business owners manage their finances, meet tax obligations, make informed decisions, and demonstrate financial health to stakeholders. Without them, your business may face complications during audits and other investigative proceedings.

If maintaining records is difficult for your business, consider Laserfiche Document Management as part of your bookkeeping services.

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Laserfiche Document Management Explained

Laserfiche document management software assists you in organizing, managing, sharing, and searching for documents securely and cost-effectively. Imagine an electronic filing cabinet; all your paper and electronic documents can be imported into Laserfiche, allowing you to free up storage space for more productive activities.

All you have to do is scan your documents into Laserfiche and rest easy. Once the documents are imported into the program they are OCRed, which is a process that converts an image into editable and searchable text and securely stored in your Laserfiche repository and on our secure servers. Never lose a document again!

Our Laserfiche Document Management software has implemented rigorous security measures preventing unauthorized access. It offers access to controls and audit trails so you can maintain a close eye on who is accessing the documents and what they are doing with them.

Here are some key aspects of Laserfiche document management:

  • Document Capture: Laserfiche allows organizations to digitize paper documents and capture electronic documents from various sources, such as scanners, email, network folders, and mobile devices. This capability helps reduce reliance on paper-based workflows.
  • Document Storage and Organization: The platform provides a centralized repository for storing and organizing documents. It supports version control, document indexing, metadata tagging, and folder structures to help users easily locate and manage their documents.
  • Workflow Automation: Laserfiche enables the automation of document-centric processes through customizable workflows. Users can design and implement automated workflows to streamline document approval, routing, and notification tasks.
  • Content Retrieval: Users can quickly search for and retrieve documents using various search criteria, including keywords, metadata, and full-text search. The platform offers robust search capabilities to find documents efficiently.
  • Security and Compliance: Laserfiche offers security features to protect sensitive documents and ensure compliance with regulatory requirements. This includes access controls, audit trails, encryption, and retention policies.
  • Integration: Laserfiche can integrate with other business applications, allowing seamless data exchange and workflow integration. Integration capabilities make it easier to incorporate document management into existing systems.
  • Mobile Access: Users can access documents and workflows through mobile apps, enabling remote access and collaboration.
  • Records Management: The platform offers records management capabilities to help organizations manage the lifecycle of documents, including retention schedules, archiving, and disposal.
  • Collaboration: Laserfiche supports collaboration through features like document sharing, annotations, and document versioning. Multiple users can collaborate on documents while maintaining document integrity.
  • Analytics and Reporting: Organizations can gain insights into document-related processes and performance through reporting and analytics tools. This helps improve efficiency and decision-making.
  • Customization: Laserfiche is highly customizable, allowing organizations to tailor the platform to their needs. Custom workflows, metadata schemas, and user interfaces can be designed to match unique business processes.
  • Cloud and On-Premises Deployment: Laserfiche offers deployment options, including cloud-based solutions and on-premises installations, depending on an organization’s preferences and IT infrastructure.

Take Your Accounting to the Next Level With Remote Quality Bookkeeping

If you are looking for an all-in-one solution for your small business accounting, record keeping, and payroll management, look no further than Remote Quality Bookkeeping. We are 100% United States-based and have decades of proven experience. 

When you work with us, you don’t just get a vendor: we become part of your team. We handle your accounting needs and ensure you have everything well-organized and up-to-date. We adhere to all local, state, and federal financial laws, so you never have to worry about fees or penalties. 

Ready to see what we can do for you? Check out our full list of accounting services, or contact us to get started.

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