Accounting Firms are driven by documentation. In order to properly manage clients and provide your services, a sophisticated management of paper documents, receipts, returns, coupled with electronic files, must be utilized. The 2-20 Family of Companies can help.
Track any, or all, information by client name, accountant or any other custom field needed making information always accessible by search.
Tax season means long days and endless hours. The 2-20 Family of Companies will provide you with access to your information 24 hours a days, putting information in your hands within an hour, if necessary.
EDM: Electronic Document Management
More and more, Accounting Firms are moving to electronic document management. Whether it is a single return, or a group of documents, the 2-20 Family of Companies will help you move to the digital world with our On-Line Digital Repository. We can complete large back file scanning projects, or scan and email a single document. You detail your needs; we provide the solution.
Destruction and Shredding
The 2-20 Family of Companies’ destruction and shredding services will ensure your firm’s document retention schedule is enforced. The destruction of documents is a key element in an information management plan.
The 2-20 Family of Companies will destroy your documents and provide you with a Certificate of Destruction upon completion.
Smart Storage Solutions®
Pick up, delivery, data protection, digital services, destruction, or a hybrid of many solutions, regardless of the needs of your firm, the 2-20 Family of Companies will tailor a program for you. We understand your business and make it our business to manage your information with care and without error. We can manage your documents in the box; file down to the page. The 2-20 Family of Companies’ Smart Storage Solutions® allow you to receive the exact solution to protect your information and your business.