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

plus a note about tablets.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today. the accounting professional’s rule of thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine.

more on tech spending: right to the root, or why scanners rule | size matters: in desktop monitors

exclusively for pro members. log in here or 2022世界杯足球排名 today.

the obvious exception to this is for tax or administrative personnel who would never work from remote client sites, but have a computer at home that they can use to connect to the firm via a secure remote access solution. the string of natural disasters over the past two decades and the transition to more cloud-based applications has led to some firms making the decision that all professional staff will utilize a laptop as their only workstation.
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capture source documents as efficiently as possible.

by roman h. kepczyk
quantum of paperless 

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive).

more on tech spending for pro members: size matters: in desktop monitors |  

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
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3k and 4k offer resolution not previously available.

by roman h. kepczyk
quantum of paperless

the best place to start the discussion on hardware is with monitors, as they are the easiest place to see an immediate return on your it investment. your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production.

more on tech spending: it is costly, so budget for it | develop monthly it ‘flash’ reports | standardize quickbooks support | daily billing cuts month-end load, creates audit trail | remote deposit is a no-brainer | firms need document management standards

transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screen real estate per workstation.
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… but not the trail.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive).

more on tech spending for pro members: monitors: the more, the merrier | it is costly, so budget for it | top tech advice: mandate training and accountability |digital report delivery includes owners | streamlining audits by breaking old habits | field auditors need right equipment, connections | how and why to set optimal scanning practices | firms need document management standards

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
read more →