Switched from paper files to digital scanning at my practice

Used to keep everything in manila folders. Had three filing cabinets full of client docs. Took up half my office space. Around last April I started scanning everything into a secure cloud system. Now I can pull up any document in under a minute. Client intake forms get scanned same day they sign. Saved me about $200 a month on storage supplies alone. Anyone else made this switch and regretted tossing certain paper originals?

2 comments

2 Comments

patriciam2213d ago

Scanned my last years receipts and immediately tossed the originals. Two days later the IRS asked for an audit. Had to dig through the trash like a raccoon at midnight. Learned my lesson - keep the tax stuff physical for at least a few years.

-1

angelac6312d ago

My buddy did something similar - scanned everything neat and tidy, then shredded the originals thinking he was being organized. IRS hit him with a random audit six months later and he spent a whole weekend piecing together receipts from credit card statements and bank records. He still jokes about how the digital copies were fine, but he'll never throw away paper tax stuff again after that nightmare.