The right way to go paperless

Many offices nowadays are going paperless, but are they doing so correctly?

According to digital filing experts, there are several mistakes execs make when shifting to online systems. These include:

• Inconsistently labeling documents

• Hoarding unnecessary or old files

Read on to find out how to manage digital systems.

Also check out:

Don’t lose client data

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Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.