Leaderboard

15 years ago if our office went up in flames - we were basically out of business forever. We had EVERYTHING in physical form and we had about 30 filing cabinets worth of stuff. Today it all fits on a zip drive and I have 2 real time copies and a bi-weekly backup. A ton of our stuff is scanned into and operated off of a remote office environment via another firm. Amazing how things have changed. When it snows here and I stay home from work - I literally can do 100% of what needs to be done and no client would know I'm not in the office. If I need to switch laptops in an emergency - it would take me <30 minutes to up and running.

We may be revising our processes anyway. We have been discussing having the front desk person do the scanning, so maybe that would allow them to put the material directly into Document Manager outside the "View" mode in the tax software. It sure would be easier on me! Notwithstanding the above, I still say I will never spend another penny on anything Epson. These scanners are just too flimsy, especially considering the price. If they were less than $ 100, I'd cheerfully use them for a few months and toss them out and go buy another. Well, not cheerfully, but you get the idea.

If any of you got the email, are you planning to sit through the webinar? If so, could you take notes and update us on the board? I would like to find out how hard it is going to be to keep my access to e-services, but I can't make the webinars. Thanks in advance. Tom Modesto, CA

We scan when the documents are received. It's so much nicer than working with paper. We type notes, draw boxes, circles & arrows, and put calculator tapes right into the PDF, always in red so they stand out. We also switched to scanning in color because some documents were not readable in B/W.

I read that fast and thought you had been using Xerox for 152 years! And thinking - is Xerox that old? And assuming tax preparers never die.....

I don't know why my brain recalls these trivial things, but "grievous error" in Russian is "grubuyu oshibku" (with all the u's sounding like ooooooooooooo, not oh).

Well, I could probably lose money if I had to have a John Deere with a cab and AC and a radio like my high maintenance little sister. I'm good with being a sitting duck for hornets on my cabless Kubota. She's the baby and always gets what she wants but I'm not bitter or anything. In all seriousness, I have lots of grass thanks to my daddy, good fencing thanks to my farmhand kids, and cows that grow fat calves. I am a lucky girl.