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Document management system

Document management system

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Search complete. 19 mentions across 9 episodes found for "Document management system".

Sep 11, 2026

Jason StaatsHOST
43:05
I personally wouldn't be using offshore team members to log into those systems.
Jason StaatsHOST
43:09
Next up, you talk a lot about practice management systems and recently about how you wouldn't recommend standalone DMS systems like Stanford Tax.
Jason StaatsHOST
43:16
Sidebar, Stanford is not a DMS.
Jason StaatsHOST
43:18
I don't know what that means.
Jason StaatsHOST
43:19
We are a Carbon firm and working towards retiring SmartVault.
Randy JohnstonHOST
10:07
So one of the things that I know that you've built over time is you've thought about tax workflows.
Randy JohnstonHOST
10:13
And And, you know, this simplicity, I think in most conversations I've had with you, Dan and Zach and Ken have been about how do we keep this easy to use? And, you know, you think about it in kind of a four-step model and other products that we've had on the podcast, Docket Bean example, has a similar four-step model for the way their DMS works.
Randy JohnstonHOST
10:39
So intake, doing the work paper, doing the prep, and then doing the delivery, I think is the four steps that you use typically.
Randy JohnstonHOST
10:47
And then you've been building out with other tools.

7 MINS LATER

Randy JohnstonHOST
17:40
Yes.
Randy JohnstonHOST
17:40
How are you and Ken thinking about that?
Dan PinkousGUEST
17:43
Well, we have home-rolled our own DMS.
Dan PinkousGUEST
17:46
Now it's, you know, for a large firm, probably not going to replace, you know, at this point, replace necessarily like a, you know.
Kat Van BurenHOST
19:14
I thought that was, like, something from the olden days.
Amy BrownHOST
19:17
We got some DMs I wanna shout out.
Kat Van BurenHOST
19:20
Oh, yeah.
Amy BrownHOST
19:20
So this is...
Amy BrownHOST
19:21
We've not really done this much, but maybe we'll start dabbling in sharing random DMs.
Amy BrownHOST
19:28
This one says, "Please let Kat and Amy know how thankful I am they are putting in the effort to prep episodes before Kat's birth.
Amy BrownHOST
19:35
I know it must be incredibly difficult to add onto their already large workloads, and the effort did not, does not go unrecognized.
Amy BrownHOST
19:42
Watching or listening to the podcast Tuesdays and Thursdays is always a highlight of my week."
Captain ShipwreckHOST
26:00
Yeah, that could be true.
Captain ShipwreckHOST
26:02
I mean, it's not like I listen to other EDMs.
Professor John P. WeatherclockHOST
26:04
No, exactly.
Captain ShipwreckHOST
26:05
And even Billy Strings, you know, as amazing as he was for us to get to see in person at Field of Vision.

38 MINS LATER

Captain ShipwreckHOST
64:15
on the congas yeah dude that was fucking cool
Professor John P. WeatherclockHOST
64:19
why not
Captain ShipwreckHOST
64:19
um yeah uh ambi right sax on the intro later shake on shaker and tambourine and then yeah I don't really understand what happens in other people's EDMs but um I don't know live drums I know it's a thing but like congas shaker tambourine saxophone electric guitar like electric this is weird right Like, I'm just like, I know that I'm a little sheltered, but like, this is weird, right?
Professor John P. WeatherclockHOST
64:49
This is pretty weird.
Alex SmithGUEST
15:51
I think the other thing that's interesting, probably slightly tangential to the MCP piece is, that we are seeing a rise in one of our tools around security policy around whether things can be exposed to AI or not.
Alex SmithGUEST
16:07
And it's a really interesting point because, you know, there is a level even within a well-governed DMS where I'm allowed to see certain things and you would expect me to see things because that's why you go to a knowledge worker or knowledge lawyer, whoever, because they have collective knowledge of this type of work.
Alex SmithGUEST
16:25
But they are trusted, for example, to look at documents, read documents and utilize those in a good way.
Alex SmithGUEST
16:33
But we are seeing quite a lot of clients asking to close data to not be exposed to AI.
Jerome DoraisamyHOST
20:56
Moving forward, Alex, I wanted to get your take on the open versus closed debate.
Jerome DoraisamyHOST
21:01
Where do we sit on this one right now?
Alex SmithGUEST
21:04
I have always, and Maddy can correct me for the APAC region, but I've always seen the kind of APAC and to quite a degree Europe having a... well-structured DMS where they're basically sort of saying, okay, this is not totally open.
Alex SmithGUEST
21:21
There are other regions where things have traditionally been very, very open, like North America, and that's when, say, for example, North America starts to move from open to closed, there's a big knowledge problem that happens.
Maged HelmyGUEST
13:55
And we're focused on this complex world where it can handle legal tasks and work end-to-end.
Maged HelmyGUEST
14:01
So what's our next focus? phase to your question is we're doubling down on what client chose us for and actually scaling that so we know why they choose us and why they love us so we're going pretty much large on that expanding on our existing products strengthening search keyword search and most importantly connecting across all the fragmented systems and softwares where data is being stored whether that's you know local document repositories, DMS on the cloud, DMS on-prem, and everything else between that.
Maged HelmyGUEST
14:34
So to that end, we are really looking into compounding the assets and new code as the platform where we strongly believe that this can live, evolve, and grow with the law firm.
Jim MerrifieldHOST
14:45
That's great.

38 MINS LATER

Tim FoxGUEST
53:03
I mean, the biggest one being like ethical walls, you know, so it'd be great to just be able to take, you know, Claude or chat GPT, right.
Tim FoxGUEST
53:08
And point it at your finance data, but, That's going to create issues.
Tim FoxGUEST
53:11
Same goes with your DMS.
Tim FoxGUEST
53:13
And so that's, I think, one of the things that slows us down in a good way.
speaker_1UNKNOWN
9:31
The roadmap points to cloud and secure infrastructure as that nervous system.
speaker_1UNKNOWN
9:36
The cloud connects the digital supply chain on one end to what they call EDMS, an electronic document management system, on the other.
speaker_1UNKNOWN
9:43
The cloud ensures that the data moving between the AI, the robotic processes, and the quality control systems is absolutely pristine and secure at all times.
speaker_1UNKNOWN
9:53
It enables what the graphic calls data integrity and enablement.
KigenzaHOST
54:05
You have to be there, bro.
KigenzaHOST
54:06
And this time, like it's a festival that's coming up about EDMs.
KevinHOST
54:17
Oh, yeah.
KigenzaHOST
54:18
Yeah, EDMs gotta be there because those are the things.
KigenzaHOST
54:21
It will be fun, bro, I tell you that.
KevinHOST
54:23
Okay, okay, okay.
Jason StaatsHOST
39:14
[upbeat music] Operators are standing by for your questions about running an accounting firm.
Jason StaatsHOST
39:26
We source these questions from, uh, YouTube comments, from social media DMs, from emails, from my actual phone.
Jason StaatsHOST
39:32
Send me phone stuff at 1-516-980-4968.
Jason StaatsHOST
39:35
If nothing else, call just to hear my voicemail message.

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