When many firms began their move towards becoming a "paperless" office, most took on the task of scanning their documents to a disk and storing them until needed. These days, the method is less popular since they have found the need for security, workflow and integration to their tax, audit and practice management applications.

Moreover, the acceptance of placing client documents either on a server, portal or some secure cloud-based location has grown among CPAs. As such, so has the availability of those offerings.

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