these lessons were learned the hard way in the media business.
but they can apply to accounting firms just as well. read more →
here’s what you’re looking for: roman h. kepczyk
making digital tax process easier is all about the workflow
4 ways the new breed of workflow application can simplify your tax season.
by roman h. kepczyk
quantum of paperless
the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office. this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents. under traditional manual tax systems, firms utilized due date tracking databases that identified when a return was due, but not what information was missing, or the preparation, review or extension status.
why firms need document retention standards
two steps can set your firm on the right path.
by roman h. kepczyk
quantum of paperless
managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can create a document, add to or edit a document, file it and eventually purge the file. unfortunately as digital files are on the network and “out of sight,” many firms are not really aware of: read more →
is your network drive a disaster waiting to happen?
cloud systems can ease the burden at upgrade time.
by roman h. kepczyk
quantum of paperless
the network drive in most firms is not very well organized and needs the most cleanup. this happens because it is usually managed with windows explorer, which allows almost anyone to create or access a file anywhere on the drive.
more on tech spending: digital fax has benefits you may be ignoring | wireless is hot, and here’s how to handle it | how safe is your internet lifeline? | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | when to adopt microsoft’s new office apps | how to choose the right backup system | how to know it’s time to scrap your old server | step 1 in building the paperless firm: scanners | how many computer monitors do you need?
unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any name they want and store it anywhere they please. the result can be files that are hard to find and slow to search across the network. read more →
intranet is the best place for firm knowledge
intranets are the best way to capture and centralize firm knowledge.
by roman h. kepczyk
quantum of paperless
firm knowledge and information is usually stored in one of four “buckets.”
- 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. read more →