Tax season is a busy time of year for Fran Adler. Between her full-time job as an audit supervisor and her other job as a soccer mom, she has her work cut out for her.
"It's tournament and club season, so we're on the field four times through the weekend. At work, I'm responsible for keeping the audits on track and making sure tax returns are getting done by October 15. And in the little spaces I have in between, I help implement new software at our firm."
Having done bookkeeping since she was 15 years old, Fran knows what software gets the job done quickly and efficiently. For full-service accounting firm Miller Kaplan Arase, that software is Thomson Reuters AdvanceFlow® and Thomson Reuters GoFileRoom.
"We started using GoFileRoom as static storage. Now that AdvanceFlow, which sits on the GoFileRoom platform, is available it's just so much easier to receive documents and share them between our four offices.
"GoFileRoom and AdvanceFlow really provide connectivity between all our offices. I can work from home or from a client's business, and be able to connect to our staff. I can tell a partner when a document is ready, and they can look at it immediately. It keeps our business running efficiently."
"GoFileRoom and AdvanceFlow really provide connectivity between all our offices. I can work from home or from a client’s business, and be able to connect to our staff. I can tell a partner when a document is ready, and they can look at it immediately. It keeps our business running efficiently."
With a variety of clients using different types of technology, the firm has had to upgrade to new software in order to accommodate them, and ensure that documents are files and filled out in a timely manner.
"Our firm specializes in employee benefit plans, which brings in the labor union side of things because unions contribute to those plans. I would say a majority of our clients are still in an office with a desktop, while some of our commercial and entertainment clients are using all mobile tools.
"The entertainment clients want their items immediately. They want the files electronically, and they don't want to wait for physical paperwork. On the employee benefits side, they'll still request physical files."
Not only do GoFileRoom and AdvanceFlow help keep documents up to date and accessible for the firm, they also provide Fran a safe place to keep everything.
"I like that all my documents are in one secure place. I have nothing sitting on my laptop."
With that type of accessibility, Fran is able to focus on things she loves—like her children's soccer matches.
"I would recommend both products to anyone, whether they're already doing paperless or not. It's just so much easier to connect with other people, and so much more secure."
Based in Los Angeles, California, Miller Kaplan Arase, LLP specializes in serving labor union clients. Additional services include accounting, audit, tax, business management and advisory services.
Miller Kaplan Arase has been listed by Accounting Today among the top 100 accounting firms in the United States, and has several offices in California, Nevada, Washington and Oregon.
At millerkaplan.com, the firm offers tax tips and important links.
In addition to GoFileRoom, Miller Kaplan Arase uses AdvanceFlow and GoSystem® Tax RS.