Accountants and lawyers are organized enough to make secure copies
of their own tax documents, recurring bills, passports, passwords,
and contact addresses — but what about clients? The DEK™
workflow provides the degree of structure, scheduling, security,
coordination, and convenience to protect them in a cost-effective way.
The 1-day workshop pays for itself after 12 hours of new billable
services (see the calculation, below). (Or, get acquainted with an
inexpensive short introduction.)
It's a workflow for capturing and securing your clients' personal and financial records. It comprises scanning documents, storing them securely and redundantly, and coordinating with clients during the long process of collecting all the records. FEMA recommends storing documents on flash drive or in the cloud; we recommend both. We also recommend social-networking services to schedule and coordinate document acquisition, as in: "May 4th is the due date for copies of your most recent tax filings."
Assuming you already recognize the importance of recovering after a disaster, DEK's most important characteristic is its ability to overcome procrastination. This is the result of the way the DEK workflow removes the current barriers to clarity, structure, scheduling, and convenience.
Potentially, a valuable new line of business, especially if you serve elite clients whose time is too valuable to devote to assembling this data purely on their own. A realistic schedule for assembling a good kit involves brief, periodic efforts over the course of months.
Register for our next 1-day workshop. Or, to just get your feet wet, register for our low-cost introduction.
After you attend one workshop; you'll be practically good to go. You already have a scanner and Internet access. Some online services that help you coordinate with clients are free. You can obtain the DEK™ Stack of scannable forms from General Picture for a reasonable fee; and, for an additional fee, we'll customize these forms with your brand.