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