Seeking options for managing large volumes of physical invoices and receipts
I work for a small bookkeeping firm and while I’ve worked remotely for several years, my boss is finally going fully remote as well in the next few months. Most of our clients are fairly old-school in that they have my boss drive to pick up stacks of invoices and receipts once or twice a week to be processed in the office then returned.
Since I’m in another state, my boss just manually scans everything to me in one large PDF then I have to sort through and process everything on my end. One particular client requires processing roughly 100-200 pages of receipts and invoices each week and I have to store the invoices until they are paid within 30 days. We currently use Google Drive but I’ve found it to be slow and cumbersome for this volume of work. Now that my boss is going fully remote, we are looking to find the best way to transition clients to uploading these documents to us instead.
I’ve looked into a few options I’ve seen in this sub (Dext, HubDoc, etc.) and I’m unsure which may be the best for our scenario. Most clients are on QB Desktop which makes the connectivity aspect a lot less useful unfortunately. Ideally, we need something with a smaller learning curve for clients but also won’t take up a ton of their time with scanning, etc.
Ultimately, we are looking for a platform for clients to upload documents to (fairly) seamlessly and for short term storage of those documents. We are also looking to get everyone fully transitioned to ACH payments so a bill-pay aspect of the platform would be awesome too but that seems like a tall order. We currently just use the direct deposit feature on Desktop.
Any input would be greatly appreciated!