technology archives - page 86 of 136 - 卡塔尔世界杯常规比赛时间

digital workflow systems make tax season easier

september 1, 2015

even without a document management system, there are workflow tools available.

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.

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.

communication: more powerful than any software

august 25, 2015

by 卡塔尔世界杯常规比赛时间 research

‘you can’t get ahead having a heart-to-heart with a spreadsheet.’

by richard j. koreto
the accounting firm operations and technology survey

i once interviewed a cpa who was a partner in a small accounting firm with his father. the father was a “detail guy” who knew every detail of the irc and made sure their clients paid no more than the legal minimum. the son was more “front office.”

he personally delivered every return to their high-net-worth clients in their homes and went over each form and schedule: “what are you unclear about? based on changes in your family situation, there will be some tax implications. let’s discuss what we can do about them…” he realized that handling the numbers was not enough – he had to explain what they meant. and he had to listen.

this type of skill is more important now than ever, and a way for accountants to clearly differentiate themselves from increasingly sophisticated and inexpensive software.

who decides what to keep?

august 25, 2015

by roman h. kepczyk

having a document retention policy promotes accountability.

by roman h. kepczyk
quantum of paperless

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: firms need document management standards | how smart accounting firms use intranets to get smarter | unified messaging boosts security | ready for a revolution? your phone is | when is the last time you renegotiated your internet rates? | remote access boosts productivity, requires planning | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | ready or not, here comes windows 10 | back up and check your backup | cloud computing can cost less | laptop-only workers more common | scanners allow data capture at the source | in pc monitors, more is better

unfortunately as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.
read more →

firms need document management standards

august 18, 2015

by roman h. kepczyk

even if you start small, get started.

by roman h. kepczyk
quantum of paperless

the network drive in most firms is not very well organized and needs the most cleanup. this happens because it is usually managed with windows explorer, which allows almost anyone to create or access a file anywhere on the drive.

more on tech spending: how smart accounting firms use intranets to get smarter | unified messaging boosts security | when is the last time you renegotiated your internet rates? | remote access boosts productivity, requires planning | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | ready or not, here comes windows 10 | back up and check your backup | cloud computing can cost less | scanners allow data capture at the source

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. read more →

unified messaging boosts security

july 28, 2015

by roman h. kepczyk

productivity? you can have more of that, too.

by roman h. kepczyk
quantum of paperless

firms should strive to capture all data in a digital format at its “root” source. this goes for services such as the firm’s fax and voice mail systems as well. traditional inbound faxes are usually printed from a fax machine and then hand delivered to the recipient’s desk. in some cases this image is actually rescanned and emailed to the recipient.

more on tech spending: when is the last time you renegotiated your internet rates? | remote access boosts productivity, requires planning | get ahead of your software updates | blame accounting vendors: accountants stuck with outdated versions of microsoft office | ready or not, here comes windows 10 | back up and check your backup | cloud computing can cost less | laptop-only workers more common | scanners allow data capture at the source | in pc monitors, more is better