Posted by: Bruce Maylon
Nonprofit organizations start with simple ideas to serve the greater good. These organizations are usually staffed largely by volunteers. It might be time to move to a cloud-based system if you have a lot of people working. In today’s post, we’ll take a look at three tips to consider as you go digital with document management for your nonprofit.
It’s important to know where frequently needed items are in an instant. Payroll won’t take up a lot of space. However, tax exemption forms, donor records, insurance documents, donation processes, and other key documents will be easier to locate. It’ll be easier to provide access to new staff as they come on board. No more shuffling paper around and no more expensive printing.
Consider the cost of moving to a cloud-based document solution. Many companies want to sell you on all the bells and whistles. However, consider what tools you’ll really need. Think about what your staff needs to make their tasks easier. Therefore, focus on those tools first. Don’t be afraid to shop around to find the best solution.
An additional consideration for your cloud-based document management system is level of security. It’s best practice to restrict all confidential documents to only those staff members who need to access them. When it comes to your cloud-based security, your service provider will stand behind their products and guarantee safety. Therefore, your non-profit organization is completely protected from data loss or unauthorized access.
Making the shift from paper files to a digital document system isn’t easy. It requires a lot of moving parts and some unique challenges for non-profit organizations. However, you’re not alone! MaxxVault is here to guide you through your options. We’re experts–ready to help you find the right document management system for your organization. Don’t delay–contact MaxxVault today! Let us optimize document management for your nonprofit!