tech and fintech

don’t forget about encryption.

by roman h. kepczyk
quantum of paperless

your firm’s safety net in the event of any disaster is your data backup. it had better be consistently performed and securely stored offsite.

more: how the cloud plays into scheduled server replacement | some firms dumping desktop computers | roman kepczyk: inside the quantum of paperless
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typically, firms have a problem when the process they relied on to make the backups didn’t work or were not complete because new servers, drives or directories were added but not updated in the backup program.
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the surface is still too expensive for many.

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: scanners capture documents at the source | monitor real estate: more is better | roman kepczyk: inside the quantum of paperless | two tech trends to watch
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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.

however, this is changing.
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don’t skimp on production scanners. you’ll save in rework time.

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 tech: monitor real estate: more is better | roman kepczyk: inside the quantum of paperless | two tech trends to watch
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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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how many do you have? horizontal or vertical?

by roman h. kepczyk
quantum of paperless

talking about hardware may seem like an odd place to start a discussion on optimizing your firm production. however, without a solid framework in place to promote a stable working environment and take advantage of today’s technologies, your firm’s ability to effectively implement solutions will be severely restricted.

more: roman kepczyk: inside the quantum of paperless | two tech trends to watch
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pushing your it infrastructure, which includes all of your file servers, cabling, applications, workstations and internet connectivity beyond basic limits will lead to more “dinking” time by your professional staff. (“dinking” is the technical term for the massive amounts of time wasted by your personnel when computers lock up or don’t do what is expected and when they have to “dink around” trying to figure out a solution.)
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