Smart Paperless: Most Advanced Workflow System For CPA Firms In The USA

January 02 20:09 2018

January 2, 2018 – A novel, exceedingly advanced workflow system has set out to revolutionize the way tasks are managed in US CPA firms. Smart Paperless, formerly known as, was designed with the intent to minimize the paper load associated with the document output that occurs as part of the day-to-day CPA firm operations. The system allows for highly secure document digital conversion, search, retrieval, and sharing, making all information accessible to users, anytime, anywhere, via mobile, tablet, laptop, or desktop computer.

The Smart Paperless workflow system offers universal file format support, and affords users the freedom to choose their documents’ storage parameters, including their location, accessibility, and duration of time stored. In addition to its impeccable document archiving services, Smart Paperless seamlessly syncs with QuickBooks, importing users’ clients’ product, services, and invoice data from their QuickBooks Online account.

Aiming to ensure that the highest protocols of security are upheld throughout the management of account data, Smart Paperless administrators have the power to set specific permissions for each client. This feature was designed to protect documents from unauthorized intrusion, and from being altered by users without explicit permission to do so. The System automatically sends out emails notifying clients of the availability of new documents, while users receive email and push messages with regards to the most important notifications with regards to their account activity.

Those interested in testing out Smart Paperless prior to committing to a purchase can do so by taking advantage of the company’s free trial. To gain access to the free trial package, users must register to the Smart Paperless website, by filling in the appropriate form found here.

The Smart Paperless mobile app is available for download from the App Store and Google Play Store.

Smart Paperless is a product of Cosmic IT Services Pvt. LLC, the leading IT and ITES solutions provider in the area of financial accounting, Book keeping, Taxation, payroll and other allied areas, for the US, UK and Asia markets.

To learn more about Smart Paperless, please visit:

Media Contact
Company Name: Cosmic IT Services Pvt. LLC.
Contact Person: Santhosh kumar k, VP-Operations
Email: Send Email
Phone: 602.908.9089
Address:4350 E. Camelback Rd., Ste. B-150
City: Phoenix
State: AZ 85018
Country: United States