Document management system
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19
MENTIONS
9
EPISODES
8
PODCASTS
Search complete. 19 mentions across 9 episodes found for "Document management system".
Sep 11, 2026
642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]
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43:05Jason StaatsHOST
I personally wouldn't be using offshore team members to log into those systems.
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43:09Jason StaatsHOST
Next up, you talk a lot about practice management systems and recently about how you wouldn't recommend standalone DMS systems like Stanford Tax.
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43:16Jason StaatsHOST
Sidebar, Stanford is not a DMS.
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43:18Jason StaatsHOST
I don't know what that means.
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43:19Jason StaatsHOST
We are a Carbon firm and working towards retiring SmartVault.
ATL274: Alliances, AI, and Self-Funding! Oh My! Guest Dan Pinkous, Founder/CEO of Truss
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10:07Randy JohnstonHOST
So one of the things that I know that you've built over time is you've thought about tax workflows.
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10:13Randy JohnstonHOST
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.
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10:39Randy JohnstonHOST
So intake, doing the work paper, doing the prep, and then doing the delivery, I think is the four steps that you use typically.
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10:47Randy JohnstonHOST
And then you've been building out with other tools.
7 MINS LATER
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17:40Randy JohnstonHOST
Yes.
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17:40Randy JohnstonHOST
How are you and Ken thinking about that?
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17:43Dan PinkousGUEST
Well, we have home-rolled our own DMS.
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17:46Dan PinkousGUEST
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.
FEELING THINGS - What Your Fidgeting Says About You + 7 Morning Habits of Happy Couples
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19:14Kat Van BurenHOST
I thought that was, like, something from the olden days.
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19:17Amy BrownHOST
We got some DMs I wanna shout out.
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19:20Kat Van BurenHOST
Oh, yeah.
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19:20Amy BrownHOST
So this is...
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19:21Amy BrownHOST
We've not really done this much, but maybe we'll start dabbling in sharing random DMs.
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19:28Amy BrownHOST
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.
A
19:35Amy BrownHOST
I know it must be incredibly difficult to add onto their already large workloads, and the effort did not, does not go unrecognized.
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19:42Amy BrownHOST
Watching or listening to the podcast Tuesdays and Thursdays is always a highlight of my week."
New York City 2026 – Forest Hills and Under the Ket Bridge Park
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26:00Captain ShipwreckHOST
Yeah, that could be true.
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26:02Captain ShipwreckHOST
I mean, it's not like I listen to other EDMs.
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26:04Professor John P. WeatherclockHOST
No, exactly.
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26:05Captain ShipwreckHOST
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
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64:15Captain ShipwreckHOST
on the congas yeah dude that was fucking cool
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64:19Professor John P. WeatherclockHOST
why not
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64:19Captain ShipwreckHOST
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?
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64:49Professor John P. WeatherclockHOST
This is pretty weird.
LawTech Talks: Knowledge management 101 for FY26–27 and beyond
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15:51Alex SmithGUEST
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.
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16:07Alex SmithGUEST
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.
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16:25Alex SmithGUEST
But they are trusted, for example, to look at documents, read documents and utilize those in a good way.
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16:33Alex SmithGUEST
But we are seeing quite a lot of clients asking to close data to not be exposed to AI.
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20:56Jerome DoraisamyHOST
Moving forward, Alex, I wanted to get your take on the open versus closed debate.
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21:01Jerome DoraisamyHOST
Where do we sit on this one right now?
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21:04Alex SmithGUEST
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.
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21:21Alex SmithGUEST
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.
AI SaaS Is Dying What Law Firms Will Build Instead
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13:55Maged HelmyGUEST
And we're focused on this complex world where it can handle legal tasks and work end-to-end.
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14:01Maged HelmyGUEST
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.
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14:34Maged HelmyGUEST
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.
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14:45Jim MerrifieldHOST
That's great.
38 MINS LATER
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53:03Tim FoxGUEST
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.
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53:08Tim FoxGUEST
And point it at your finance data, but, That's going to create issues.
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53:11Tim FoxGUEST
Same goes with your DMS.
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53:13Tim FoxGUEST
And so that's, I think, one of the things that slows us down in a good way.
From Challenges to Compliance Excellence by Digitalization in Pharma
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9:31speaker_1UNKNOWN
The roadmap points to cloud and secure infrastructure as that nervous system.
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9:36speaker_1UNKNOWN
The cloud connects the digital supply chain on one end to what they call EDMS, an electronic document management system, on the other.
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9:43speaker_1UNKNOWN
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.
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9:53speaker_1UNKNOWN
It enables what the graphic calls data integrity and enablement.
MOST EMBARRASSING MOMENT IN CLASS!?
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54:05KigenzaHOST
You have to be there, bro.
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54:06KigenzaHOST
And this time, like it's a festival that's coming up about EDMs.
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54:17KevinHOST
Oh, yeah.
K
54:18KigenzaHOST
Yeah, EDMs gotta be there because those are the things.
K
54:21KigenzaHOST
It will be fun, bro, I tell you that.
K
54:23KevinHOST
Okay, okay, okay.
635 There Are 4 Types Of Accounting Firm [Which of these are YOU?]
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39:14Jason StaatsHOST
[upbeat music] Operators are standing by for your questions about running an accounting firm.
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39:26Jason StaatsHOST
We source these questions from, uh, YouTube comments, from social media DMs, from emails, from my actual phone.
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39:32Jason StaatsHOST
Send me phone stuff at 1-516-980-4968.
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39:35Jason StaatsHOST
If nothing else, call just to hear my voicemail message.