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Ideally, I should already be using a Document Management System (DMS)
Ideally, I should already be using a Document Management System (DMS)
Even without it, though, it is a good idea for me to get used to the type of collaborative work promoted by Google Suite or Microsoft, where multiple team members can work at the same time on a document or spreadsheet, reducing the hurdle of using emails.
If I make use of the services of an outsourced lawyer, accountant or tax advisor, it is a good sign when they also have their own DMS platform in place
If I make use of the services of an outsourced lawyer, accountant or tax advisor, it is a good sign when they also have their own DMS platform in place
For instance, the accountant can show me instantly:
- What documents came in
- What documents came out
- What holiday requests there have been
- And many others
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