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

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in a pinch, use your phone as a scanner

epson workforce ds-510 sheetfed scanner
epson workforce ds-510 sheetfed scanner

with upfront scanning, 78 percent leverage on-screen review.

by roman h. kepczyk
quantum of paperless 

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

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | why firms need document retention standards | intranet is the best place for firm knowledge

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

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do you have 3 computer monitors? why not?

panorama of alesund, norway, on three computer monitorsit’s the new norm.

by roman h. kepczyk
quantum of paperless

the best place to start a conversation on computer hardware is with monitors – the easiest place to see an immediate return on your it investment.

more on tech spending: 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 | digital tools streamline audit production | accounting firms run on more than checklists alone | going paperless means convincing clients first | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards

your computer monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production. 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. read more →

outlook & analysis

firms need a ‘learning culture’ to stay current

businesswoman at desktop computertraining has to be given chargeable credit.

by roman h. kepczyk
quantum of paperless

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

more on tech spending: standardize quickbooks support for clients | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards | intranet is the best place for firm knowledge | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

to take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.

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outlook & analysis

who’s minding your client contact information?

synchronizing data from a tabletleading firms are centralizing client contact updates for consistency, efficiency, security.

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 tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | digital tools streamline audit production | 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 | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | how to know it’s time to scrap your old server

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. read more →

outlook & analysis

standardize quickbooks support for clients

word "license" on word cloudlicensing can get expensive.

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: how to choose the right client portal solution | streamlining bill-paying at cpa firms | digital tools streamline audit production | making digital tax process easier is all about the workflow | when to adopt microsoft’s new office apps | what windows 8 means for how accountants will work in the future | how to choose the right backup system | how to know it’s time to scrap your old server

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.
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