here’s what you’re looking for: roman h. kepczyk

dashboards may speed up the search process.

by roman h. kepczyk
quantum of paperless

firm knowledge and information is usually stored in one of four “buckets.”

more: survey: firms split on mobile device management | collaboration should tie in messaging | survey: nearly half of firms use videoconferencing | plan right for remote access | survey: only 32% of firms providing non-phone devices | jumping to windows 10
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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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keep an eye on teams and yammer.

by roman h. kepczyk
quantum of paperless

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 voice mail systems as well.

more: survey: how many firms back up data to the internet? | need internet? grab your phone | survey: im still not common at cpa firms | the best defense against malware | survey: 59% deliver invoices on paper | is it time to update your offsite backups? | survey: digitizing employee evaluations | the five rules of smart tech
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traditional inbound faxes are usually printed from a fax machine and then hand delivered to the recipient’s desk. in some cases, this fax image is actually rescanned and emailed to the recipient.
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