survey: firms divided on esignatures
how many firms use a digital esignature tool for tax returns/authorizations?
by roman h. kepczyk
quantum of paperless
if yes, what tool do you utilize:
here’s what you’re looking for: roman h. kepczyk
survey: who uses vertical monitors?
do the majority of your tax personnel utilize at least one monitor in a vertical, “portrait” mode?
today’s three essential audit tools
without them, you’re still in the stone age.
by roman h. kepczyk
quantum of paperless
the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format.
more: firms need ‘best practices’ manuals | telling clients: go digital, or just go | survey: 72% of firms annotate pdfs | survey: 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth
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the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes: read more →
firms need ‘best practices’ manuals
make sure the scope covers the entire work flow.
by roman h. kepczyk
quantum of paperless
every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.”
more: telling clients: go digital, or just go | optimize scanning procedures | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | some firms dumping desktop computers
unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them. it is the responsibility of firms to capture these individuals’ best practices so their specific knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.
read more →
survey: when two’s not enough
today, 88% of firms use three or more monitors.
up from 2015, when 80% used more than the traditional dual setup.
by roman kepczyk
quantum of paperless
what is the primary monitor configuration for tax professionals on their desktop? read more →