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Going Paperless
We weren't AR members yet in February 2011, so we missed the original challenge to develop a plan to go paperless. But somehow, we must have been tuned in to the cosmic vibes on this issue, since we have made some significant efforts over the past 18 months in reducing our paper usage.
Without a doubt, DocuSign has been the biggest contributor to the cause. We had begun using it several years ago, and it seems like every month, we find additional ways to put it to work. At first, we applied it mostly to clients that were hard to meet with - out-of-towners or those with busy schedules. Now, almost every client reviews and signs all their paperwork in DocuSign. And we've done more than cut back on wasting trees - we're finding that we need less face-to-face meetings, so we're saving energy and gas as well, by doing a lot more telephone conferencing.
Another great paper-saver we've recently begun using is Dropbox. It's one of those tools that we just keep finding more ways to use. Besides the obvious - making important documents available on all of our computers - we're able to share files easily with clients ... more

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