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Handling Source Documents: Keeping it Straight

The foundation of a good workflow system is making sure the resources needed by your staff to perform work are in a secure but central location.

In an accounting practice, part of your resource planning must be having a plan in place to deal with the flow of source documents – how to intake, store and access them.

Whatever system you put in place must be clearly understood by both your clients and your staff or it won’t work.

Read the full article  HERE