survey: 67% turn client documents into pdfs
cch fxscan tops the options.
is your firm utilizing internal software or external services to organize/bookmark scanned client source documents into a standard pdf?
here’s what you’re looking for: roman h. kepczyk
don’t underestimate document management
more robust products should have integrated portals.
by roman h. kepczyk
quantum of paperless
the network drive in most firms is not very well organized and requires the most cleanup. this happens because it is usually managed with microsoft windows explorer, which allows almost anyone to create or access a file anywhere on the drive.
more: how 53% of firms use intranets to work smarter | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | scanners capture documents at the source | two tech trends to watch
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unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store them anywhere they please. the result can be files that are hard to find and slow to search across the network.
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survey: front-end scanning
one way to make busy season less chaotic.
by roman h. kepczyk
quantum of paperless
survey: only 18% of tax organizers are digital
this seems to be a low priority.
is your firm delivering the majority of your tax organizers via digital
means?
if yes, what tool does your firm utilize?
how 53% of firms use intranets to work smarter
beware that third bucket.
by roman h. kepczyk
quantum of paperless
firm knowledge and information is usually stored in one of four “buckets.”
more: digital communications unify messaging | hotspots the answer for field access | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
the most obvious is within the accounting applications themselves where tax, audit and accounting programs store client files in a format that can only be accessed with that program. files are usually indexed and accessed in designated directories so there is not much the firm can do about moving these files.
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digital communications unify messaging
all communications can be internet-accessible.
by roman h. kepczyk
quantum of paperless
i’ve mentioned that firms should strive to capture all data in a digital format at its “root” source. this goes for services such as the firm’s fax and voicemail systems as well.
more: hotspots the answer for field access | check your bandwidth | microsoft office 201x vs. office 365 | how the cloud plays into scheduled server replacement | monitor real estate: more is better
traditional inbound faxes are usually printed from a fax machine and then hand-delivered to the recipient’s desk. in some cases, this image is actually rescanned and emailed to the recipient.
read more →
hotspots the answer for field access
stop fretting over your client’s network.
by roman h. kepczyk
quantum of paperless
one of the revolutions in remote connectivity is happening within your cell phone as digital cellular providers have beefed up and expanded their networks to provide reliable internet access to remote devices.
more: check your bandwidth | remote access requires planning | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | roman kepczyk: inside the quantum of paperless | two tech trends to watch
today, the vast majority of the united states and canada has access to the internet through the 4g digital cellular network at speeds of 1mpbs or more, which is adequate for remote access to most applications, particularly those hosted by cloud providers.
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survey: using digital workflow tools for tax returns
plus: cpa firms’ top picks from among xpitax, xcm thomson, cch and the rest of the pack. read more →
check your bandwidth
… and always have a backup.
by roman h. kepczyk
quantum of paperless
the internet has undoubtedly had a profound impact on firm communications. it has become the primary driver toward the next generation of accounting applications that run entirely on the web through cloud computing.
more: remote access requires planning | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
before we get ahead of ourselves discussing cloud opportunities, we have to assess how the internet is used within our firm today. most likely the internet is
- a digital pipeline;
- a conduit for communications, updates, research and backups; and
- a platform for exchanging files with clients.
remote access requires planning
make sure your bandwidth can keep up.
by roman h. kepczyk
quantum of paperless
one of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience.
more: proactively manage application updates | microsoft office 201x vs. office 365 | how the cloud plays into scheduled server replacement | monitor real estate: more is better
allowing experienced firm personnel the ability to work remotely is also one of today’s key employee retention strategies. giving your personnel secure access to the firm’s application and data resources will allow them to work effectively outside normal office hours and avoid unnecessary commuting time.
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proactively manage application updates
worried about viruses? the solution is simple.
by roman h. kepczyk
quantum of paperless
every firm has concerns about its systems being hacked, getting attacked by a virus or malware, or being the victim of ransomware that encrypts all the firm’s data.
more: microsoft office 201x vs. office 365 | profession transitions from windows 7 to 10 | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
the 2016 cpafma it survey found that 15 percent of firms had been infected with malware that caused significant downtime the previous 12 months and the 2018 survey found an increase in firms impacted by ransomware.
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microsoft office 201x vs. office 365
proceed cautiously for productivity applications.
by roman h. kepczyk
quantum of paperless
to be effective in business today, every member of your firm must optimally utilize the microsoft office suite at an intermediate to advanced level for outlook, excel and word.
more: profession transitions from windows 7 to 10 | offsite backup is critical | how the cloud plays into scheduled server replacement | some firms dumping desktop computers | scanners capture documents at the source | monitor real estate: more is better | roman kepczyk: inside the quantum of paperless | two tech trends to watch
the cpafma 2018 it survey found that 45 percent of responding firms had standardized on office 2016 (including office 365 users), 31 percent had standardized on office 2013 and 23 percent on office 2010. firms have traditionally been behind the adoption curve because of the lag time of accounting vendors supporting the latest version, particularly for audit engagement binders.
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profession transitions from windows 7 to 10
more important now: running applications across all devices.
by roman h. kepczyk
quantum of paperless
okay, we all know that the microsoft windows operating system is preferred to run computers by the primary vendors to the accounting profession.
more: offsite backup is critical | how the cloud plays into scheduled server replacement | monitor real estate: more is better
while firms don’t place too much emphasis on the workstation operating system, one significant issue firms can’t overlook is increasing computer memory to ensure computers function optimally with today’s multi-monitor requirements and the multitude of concurrent applications your staff will be running that can impact your windows version decision.
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