tech and fintech

firms need ‘best practices’ manuals

by

pixelated blue text "workflow" on binary code backgroundmake sure the scope covers the entire work flow.

by roman h. kepczyk
quantum of paperless

every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.”

more: telling clients: go digital, or just go | optimize scanning procedures | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | some firms dumping desktop computers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them. it is the responsibility of firms to capture these individuals’ best practices so their specific knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.
read more →

seo: what are realistic returns?

by

roi illustrationbonus: screenshots to help you track your efforts.

by becky livingston
the accountant’s social media handbook

now that you’ve put all this effort into your site speed, keyword research, meta tag implementation and more, what can you expect in return?

more: top 20 social media hacks to build your business | get found online: four mobile seo tips | quick tip: accelerated mobile pages | why you need an ssl certificate now | why tracking urls are so important | what goes into a buyer persona? | what is seo and why is it important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

seo is a marathon, not sprint.
read more →

telling clients: go digital, or just go

by

abstract illustration of binary data flowno more thumb drives, no more faxes.

by roman h. kepczyk
quantum of paperless

one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.

more: optimize scanning procedures | why a digital tax workflow system is vital | survey: cpa firms split on ocr for tax scanning | hotspots the answer for field access | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.
read more →

optimize scanning procedures

by

woman scanning a documentfirst front-end scanning, then ocr.

by roman h. kepczyk
quantum of paperless

for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format.

more: why a digital tax workflow system is vital | survey: 72% of firms annotate pdfs | survey: 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth | microsoft office 201x vs. office 365 | how the cloud plays into scheduled server replacement | monitor real estate: more is better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost. early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete.
read more →

passwords: how to beat the hackers

by

nine new rules for hack-proof security.

by barry j. friedman, cpa
industrynewsletters

consider all the passwords you use, in your personal and business lives. passwords secure all the resources on your computer and phone — your email and important online accounts.

more hot-button topics for clients: supreme court’s wayfair ruling on sales tax sows more confusion

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

why work on making your passwords stronger?

hackers will attack the low-hanging fruit first.

what attackers will do is steal the storage of passwords on a vulnerable screen. these passwords are encrypted, but with tools like pwdump, airodump-ng and the meterpreter, hackers can take as much time as they need to crack your password.

the best way to make your password less appetizing is to choose a random set of characters in the maximum length your account or system will accept: read more →

don’t blame technology

by

source: sage

accountant and client expectations are driving today’s changes. technology is only the enabler.

warawa

by jennifer warawa
executive vice president – partners, accountants & alliances at sage

the world is changing — that’s no surprise, especially to accountants. conventional wisdom will tell you it’s new tech adoption that’s changing our field, increasing competition and altering the way we do our jobs. but is that what’s really happening? not necessarily.

accountants today are feeling more pressure than ever to stay competitive. at the same time — accountants are expanding far past their traditional roles — becoming more holistic business advisors to their clients and strategic partners with an ever-increasing list of demands on their time.

read more →

the cpa seo handbook: on search engines

by

to follow or not to follow? there are valid reasons for both.

by becky livingston
seo for cpas: the accountant’s handbook

website crawlers – or spiders or robots – index content on web pages in an automated or methodical manner. they often create a copy of all the pages they visited for later processing by a search engine.

more: 12 seo myths | quick tip: accelerated mobile pages | why you need an ssl certificate now | why tracking urls are so important | what goes into a buyer persona? | what is seo and why is it important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

crawlers are handy programs used to automate maintenance tasks, such as link checking or code validation. they also can be used to gather information from web pages, such as email addresses.
read more →

martech for accountants: maximize your crm system tags

by

businessman with laptop and papersyou also can combine them in searches.

by jassen bowman
tax resolution systems

most crm systems rely heavily on using tags for group and categorizing contacts.

more on tax resolution: 10 steps to setting up direct mail | use 24-hour lines for leads | measure your business metrics | checklists for tax resolution sales | overcome objections in 7 steps | how to reactivate lost clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the following is one suggested system for organizing and tagging your contacts. modify this to meet your own needs and practice goals.
read more →

thoughts on artificial intelligence from sage software’s kriti sharma

by

robot typing on desktop keyboardwhat role will ai play for your clients?

by kayleigh padar
from success to significance: the radical cpa guide

kriti sharma, vice president of ai and bots at sage, said this in response to the bot called digit:

more on radicalism: blockchain: the basics | what are ai and bots? | true diversity means creating equity | creating more diversity in accounting firm leadership | accodex sets up a platform for practice management | father, son team up to capitalize on capacity | dean quiambao: ‘if you’re not disrupting, you’re not doing it right’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“as an industry, we need to be more careful about that. it’s not just moving money from one account to another. the second point i would say is design. it’s a very important element of this. we see people sometimes like to have more control.
read more →

why a digital tax workflow system is vital

by

woman working at desktop computera central system keeps everyone from making up their own.

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.

more: survey: 72% of firms annotate pdfs | how long do you need that file? | don’t underestimate document management | profession transitions from windows 7 to 10 | some firms dumping desktop computers | roman kepczyk: inside the quantum of paperless
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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.
read more →