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

new information must be shared.

by roman h. kepczyk
quantum of paperless

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems, and other marketing and crm (customer relationship management) programs.

more on smarter tech spending: standardize quickbooks support | digital report delivery includes owners | portals, encryption boost client security | daily billing cuts month-end load, creates audit trail | streamlining audits by breaking old habits | why accounts payable should go digital | remote deposit is a no-brainer | field auditors need right equipment, connections | 3 steps for firm procedures manuals | stop paper at the source: the client | how and why to set optimal scanning practices

too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations and even organizers. it is critical that firms centralize the updating of contact information for consistency.

for example, tax personnel, who are often the first to be made aware of a change, may make the change within their tax program and not pass the change to others. all changes, from every source, need to be sent to administration where one person can update all databases for consistency.
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minimize the number of software versions you support.

by roman h. kepczyk
quantum of paperless

in the united states, quickbooks is the most dominant small business accounting product on the market and will be the application that the majority of the firm’s clients use. therefore, it is obvious that the firm must become proficient with supporting quickbooks.

more on tech spending: digital report delivery includes owners | portals, encryption boost client security | how smart accounting firms use intranets to get smarter | ready for a revolution? your phone is | remote access boosts productivity, requires planning | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | cloud computing can cost less

unfortunately, one of the biggest wastes of time is when firms support too many older versions of the software, which often leads to incompatibilities that can corrupt the database and make it unusable for clients. fixing these errors creates lost time that is seldom charged to clients and instead impacts the profitability on these jobs.
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put your portal to good use.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports.

more on tech spending: portals, encryption boost client security | who decides what to keep? | firms need document management standards | how smart accounting firms use intranets to get smarter | unified messaging boosts security | remote access boosts productivity, requires planning

many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in their office. most firms consider these documents confidential and yet copies – many of which are not secured – are distributed throughout the office.
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the right portal depends on the level of security needed.

by roman h. kepczyk
quantum of paperless

when dealing with digital files, the most effective way to transfer them is electronically over the internet, either with email or through a portal. many firms have emailed clients copies of tax returns and financial statements over the years.

more on tech spending: daily billing cuts month-end load, creates audit trail | streamlining audits by breaking old habits | why accounts payable should go digital | how smart accounting firms use intranets to get smarter | unified messaging boosts security

unfortunately, this is not the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.
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