you’re not tech-savvy if you’re not cyber-safe, too
security must be both a priority and a habit.
by ranica arrowsmith
technology
preventing document retention headaches
be sure to set expiration dates.
by roman h. kepczyk
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.
more on tech spending: document management requires firm standards | back up your bandwidth | how to choose which microsoft office version to use | time to replace a server? consider the cloud | monitor real estate: more is better | why you need an independent security review
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document management requires firm standards
try to project your future space needs.
by roman h. kepczyk
the network drive in most firms is not very well organized and requires the most cleanup.
more on tech spending: the 4 types of firm knowledge | which wireless? | remote access takes planning | transitioning to windows 10 | desktops vs. laptops | keep your tech budget updated | mandate training programs | turn to portal encryption
this happens because it is usually managed with microsoft windows explorer, which allows almost anyone to create or access a file anywhere on the drive. unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention 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.
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the 4 types of firm knowledge
… and how to capture them.
by roman h. kepczyk
firm knowledge and information is usually stored in one of four “buckets.”
more on tech spending: which wireless? | why unified messaging matters | get in front of application updates | why you need offsite backup | use scanners to capture source documents | develop monthly it flash reports | centralize contact administration | is your ap digital yet? | a better way to handle time & expenses | how the best cpa firms capture best tech practices in procedures manuals
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.
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which wireless?
what do your employees need? hotspots.
by roman h. kepczyk
one of the revolutions in remote connectivity is happening within your cell phone as digital cellular providers have beefed up and expanded their networks to provide reliable internet access to remote devices.
more on tech spending: why unified messaging matters | back up your bandwidth | how to choose which microsoft office version to use | time to replace a server? consider the cloud | monitor real estate: more is better | why you need an independent security review | standardize quickbooks support (and bring your clients) | remote deposit saves in several ways | how efficient are your audits?
today, the vast majority of the u.s. and canada has access to the internet through the 4g digital cellular network at speeds of 1mbps or more, which is adequate for remote access to most applications, particularly those hosted by cloud providers.
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