Still buried in paper? Still printing, scanning, storing files, or worrying about security risks in a home office? You’re not alone. In this episode of Deduct This with Carrie and Lexi, business strategist Kari Culumber breaks down how she built a 100% digital, paperless accounting firm, and why modern firms can’t afford not to make this shift.

Kari launched her firm at the height of the pandemic and quickly learned that going digital wasn’t just about convenience. With a background in project management and business analysis, she built her practice the way great products are built, through clear requirements, tight processes, and zero surprises. Today, her systems allow her team to scale, stay compliant, eliminate manual data entry, and deliver a better client experience from anywhere.

Kari opens up about:

• Why going paperless started as a necessity but turned into an advantage
• How documenting every workflow unlocked accuracy, consistency, and scalability
• The tech stack that powers her paperless practice and keeps client data secure
• Why process discipline frees her up to focus on client relationships
• How SOPs, training videos, and a clear system design accelerate onboarding
• Why modern firms must eliminate manual data entry to reduce errors
• Her step-by-step advice for firms overwhelmed by the shift to digital

Is your firm drowning in paper while staying stuck with manual processes? See how building a fully digital, documented system not only secures client data but also becomes your biggest competitive advantage.
Explore Intuit Professional Tax Software to start: https://accountants.intuit.com/tax-software/

Connect with the hosts:
🎙 Carrie Hammond: https://linkedin.com/in/cahammond
🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard

Follow Kari Culumber:
LinkedIn: https://www.linkedin.com/in/kariculumber

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