14April2014 Going Paperless with Brooks Duncan

April 14, 2014
7:00 PM to 8:30 PM (Eastern)
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Do you have clients with piles of paper, or are worried about being able to find their documents when they need them?

Going paperless might be the solution, but what does that even mean and how do you keep their electronic documents safe and secure?

In this session you will learn:

  1. What hardware and software can help with going paperless? Do you even need special software?
  2. How do you organize your electronic documents, and how can you find the document you need right when you need it?
  3. What are some options for keeping documents in the cloud, and what if your clients don’t feel comfortable with that?
  4. How do you and your clients keep electronic documents safe and secure?

Speaker Bio:

Brooks Duncan helps individuals and small businesses go paperless at DocumentSnap.com where he writes about tools, workflows, and taking action. He’s a Certified Management Accountant and a former computer programmer and software support manager. Brooks lives in Vancouver, Canada.

More information:

Website: http://www.documentsnap.com

Email: brooks@documentsnap.com

Video tips: http://www.youtube.com/documentsnap

Click here to view the recording.

Documents

DocumentSnap Going Paperless Handout