technology

eliminate steps and earn cash back to boot.

by roman h. kepczyk
quantum of paperless

processing accounts payable is another of the manually intensive processes within the firm’s administrative department that can be significantly streamlined through digital processes.

more on tech spending: a better way to handle time & expenses | how the best cpa firms capture best tech practices in procedures manuals | workflow systems make tax season less tedious | smart firms don’t happen by accident | bandwidth: how much?
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consider how many “touches” a single payable creates:
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take a portion of that 130 hours back, for starters.

by roman h. kepczyk
quantum of paperless

one of the easiest processes to convert to paperless with an immediate roi is the firm’s system for depositing client checks.

more on tech spending: a better way to handle time & expenses | how efficient are your audits? | going digital: how to train a client | hit ‘delete,’ but only when it’s time | unified messaging offers benefits | remote access: giving workers what they want | why use windows 10? | desktops vs. laptops
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manually receiving and physically going to the bank to deposit checks can be time-consuming and subject to too many errors.
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consider security … or lack of it.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board.

more on tech spending: a better way to handle time & expenses | how efficient are your audits? | going digital: how to train a client | hit ‘delete,’ but only when it’s time | unified messaging offers benefits | remote access: giving workers what they want
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one of the more obvious opportunities is the delivery of the firm’s own financial reports.
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