Entrepreneurship & Small Business

Looking for suggestions: documents exchange with clients

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  • Dec 2nd, 2018 1:25 am
[OP]
Newbie
Aug 15, 2006
28 posts
1 upvote

Looking for suggestions: documents exchange with clients

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Last edited by rob0829 on Jan 14th, 2019 11:33 pm, edited 2 times in total.
15 replies
Deal Addict
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Feb 14, 2009
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rob0829 wrote:
Oct 16th, 2018 6:52 pm
I've started a small accounting business on the side where I keep the books and do other services for a handful of clients. I'm employed elsewhere full time.

It's becoming a little more inconvenient then I would like to meet with my clients each month to get there documents, receipts, etc. Does anyone have any suggestions where I can arrange some sort of secure drop off location where they can bring the documents and their convenience and I can pick them up at mine? I considered providing them postage paid envelopes to mail them to me but I'm concerned about a package getting lost and their original receipts lost forever. I'm in Windsor Ontario.
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Cheers!
Sr. Member
Aug 5, 2008
722 posts
188 upvotes
What type of receipts are you collecting. Could customers send you soft copies?
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[OP]
Newbie
Aug 15, 2006
28 posts
1 upvote
delete
Last edited by rob0829 on Jan 14th, 2019 11:34 pm, edited 1 time in total.
Sr. Member
Aug 5, 2008
722 posts
188 upvotes
A PO box (in UPS store) could work for this.

I was thinking more about a shared Google photo account where they can just snap a photo of the receipt and you have access to it
There are 10 kinds of people in the world... Those who understand binary and those who don't 💡
[OP]
Newbie
Aug 15, 2006
28 posts
1 upvote
delete
Last edited by rob0829 on Jan 14th, 2019 11:34 pm, edited 1 time in total.
Sr. Member
Aug 5, 2008
722 posts
188 upvotes
Exactly. And you can use "Albums" to sort incoming payables/receipts into categories or at least monthly folders (plus they'd have a date).
There are 10 kinds of people in the world... Those who understand binary and those who don't 💡
Banned
Oct 20, 2018
8 posts
14 upvotes
Europe
Cloud-based solutions are convenient as mentioned before. It would be easy for your clients to take pictures and the access is easy on both sides. You also don't have to worry about lost documents. Not sure if Google is the right place in terms of data safety.
Deal Fanatic
Aug 21, 2007
5038 posts
272 upvotes
Markham
perhaps you might want to use one of those automation apps...receiptbank comes to mind...client uploads pic, and then you categorize it etc...and ti gets automatically posted to quickbooks (i believe there is also functionality to post it into quicbooks online via some mechanism).

However, you probably get pushback at clients spending time taking pics of all there receipts
Member
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Mar 28, 2012
329 posts
78 upvotes
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Set them up with a Scansnap or Neat set to save to a dropbox or onedrive, etc... or internal FTP folder if they have IT capability to allow you restricted access to it. They can just gather a batch and feed in a stack of a dozen at a time. Much faster than taking pics, and if you use the OCR and sorting capabilities, you can quickly scrutinize for accuracy, make few corrections, and just import the files into your accounting program!
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Deal Guru
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Aug 6, 2001
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Mississauga
Still relying on customers being 'digital friendly'..

I think old school PO box might be good. Or a regular messenger service
Deal Addict
Aug 28, 2007
1849 posts
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Calgary
Have them take pictures of documents and use eCourier.ca It is a very good encrypted email service.

Use the inconvenience of soft copies as a selling feature of the "superior security" of your accounting service! The best part... they are an all-Canadian business. That will appeal to your customers who are not big fans of Bozo down south.

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