cloud computing can cost less

cloud computer networkscheduled server replacement not always the most cost-effective option.

by roman h. kepczyk
quantum of paperless

in almost every firm, the core computers used for operating all applications are internal file servers. down time for a day or two is a disaster.

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more on tech spending: scanners allow data capture at the source | in pc monitors, more is better | automating bank deposits offers instant roi | digital tools streamline audit production | going paperless means convincing clients first | why firms need document retention standards | is your network drive a disaster waiting to happen? | intranet is the best place for firm knowledge | digital fax has benefits you may be ignoring | wireless is hot, and here’s how to handle it | new tech tools for the 24/7 accounting firm

if an “out of service” stoppage stretches to a week or more, your partner income will suffer measurably.

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laptop-only workers more common

two businessmen working on outdoor bench

desktops still hold value; tablets less so.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today. the 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: scanners allow data capture at the source | in pc monitors, more is better | standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | the 3 reasons firms are migrating to digital timesheets | accounting firms run on more than checklists alone | going paperless means convincing clients first | making digital tax process easier is all about the workflow | why firms need document retention standards

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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 decade 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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scanners allow data capture at the source

epson ds-510minimize paper handling right at the gate.

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).

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more on tech spending: in pc monitors, more is better | standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | the 3 reasons firms are migrating to digital timesheets | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams

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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in pc monitors, more is better

businessman in his clean high tech office looking on the monitors upper view

no, just one 40-inch monitor won’t do… and three reasons why.

roman kepczyk
kepczyk

by roman h. kepczyk
quantum of paperless

the best place to start the discussion on hardware is with monitors as it is 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.

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more on tech spending: make virus protection a no-brainer | 3 steps to truly reliable backup | moving to the cloud? do these 6 things first | 4 steps to save on hardware spending | in a pinch, use your phone as a scanner | do you have 3 computer monitors? why not?

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 screens per workstation.

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workflow automation takes root in mainstream cpa firms

roman kepczyk , author of quantum of paperless at //m.g005e.com/shop/qop/
roman kepczyk, quantum of paperless

tax season 2015 sees 59% of firms using digital production systems.

by 卡塔尔世界杯常规比赛时间 research

the tax and accounting profession appears to have made a quantum leap with busy season 2015, by broadly embracing workflow automation to optimize production, control costs and speed delivery, according to data made available to 卡塔尔世界杯常规比赛时间.

the association for accounting administration, in a study led by 卡塔尔世界杯常规比赛时间 contributor roman kepczyk, author of quantum of paperless: the partners guide to accounting firm optimization, finds that in the general movement toward paperless, or at least less paper, firms are increasing their use of technology to save more trees than ever. the survey compared findings in 2013 with what firms expected to do in the 2015 busy season.

a big innovation for many firms has been the use of digital workflow tools to manage tax return progress. fifty-nine percent of firms reporting using a variety of products. specifically, by brand: read more →