john higgins: why office 365?
because firms need to get their money’s worth out of the ubiquitous software app.
tech and fintech
survey: cpa firms’ favorite network servers
trend watch: who’s winning the race between dell and hp.
by the accounting firm operations and technology survey
today’s best laptops for accountants
survey shows favorite brands and best configurations.
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: survey: firms tracking cpe digitally | survey: digitizing employee evaluations | the five rules of smart tech
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the obvious exception to this is for tax or administrative personnel who would never work from remote client sites and have a computer at home that they can use to connect to the firm via a secure remote access solution.
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a.i. vs. auditors
how human-centric artificial intelligence will help.
by hitendra r. patil and eli fathi
artificial intelligence is set to transform many professions. as ai shifts from news and hype, it will significantly change how people work in their jobs.
more: how to be ready for real artificial intelligence | how accountants can ride the artificial intelligence wave | automation makes it easier for accountants to offer cybersecurity | the why, what and how of cybersecurity for accountants | blockchain: what you need to know now | the what, why and how of artificial intelligence for accountants | the client of the future | the rise of the robot accountant: opportunity or threat?
the internet and cloud technologies transformed the workplace. similarly, ai will refine, reshape and even replace many of the tasks we do every day.
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accounting is a team sport
why the new generation of accountants loves their microsoft teams software.
by john higgins
cpa crossings
[embed]https://www.youtube.com/watch?v=jvsqlgwfyte[/embed]
survey: when firms track cpe digitally
does your firm utilize a digital tool to track cpe compliance?
survey: who’s still using windows 7?
trend watch: firms are preparing properly for the discontinuance of windows 7, however, some firms do not understand the risk of staying on older technology.
survey: digitizing employee evaluations
does your firm utilize a digital hr managing employee evaluations?
by roman h. kepczyk
quantum of paperless
survey: ready for a windows server upgrade?
trend watch: firms are deploying the latest operating systems.
scanners: how the smart firms do it
solutions from centralization to smartphones. plus two best-practices recommendations.
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, portal or on a flash drive).
more: survey: only 14% go digital to manage recruiting | the five rules of smart tech | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | your it strategic plan needs a budget | 2019: the biggest tech changes yet
ideally, source 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 continue to arrive from clients in a traditional paper format.
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survey: firms go digital to manage recruiting
how many firms utilize a digital tool for managing the recruiting/hiring process. and their top two favorite apps.
quantum of paperless: the partner’s guide to accounting firm optimization
the five rules of smart tech
how the best managing partners stay on top of technology.
by marc rosenberg
quantum of paperless: the partner’s guide to accounting firm optimization
the duties of managing partners encompass a long list of critically important management functions. certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability, and efficiency.
more quantum of paperless: firms need ‘best practices’ manuals | optimize scanning procedures | why a digital tax workflow system is vital | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | hotspots the answer for field access | check your bandwidth | remote access requires planning | proactively manage application updates |
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this can be quite challenging because, unlike most managing partner duties, managing the technology function is a highly technical skill that most managing partners don’t have. so, they need to be smart. they need to know what they don’t know and rely on experts, both inside and outside of the firm, to guide them.
survey: cisco, sonicwall top firewall choices
trend watch: cisco dominates the large firms while sonicwall dominates the small and midsize firms for firewall protection. small firms may not be using a firewall, although they think they are.