technology

8 ways to wrestle software subscriptions into submission

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one question leads to another.

by donny c. shimamoto
intraprisetechknowlogies

budget talks between accounting and information technology departments can get pretty complicated. accountants know budgets; it folks know it. not many people know both.

related: it hardware gets even more complex (great!) | how accounting geeks and techie nerds can play nicely together

but you don’t have to know both if you know the right questions. one area of special concern is budgeting for subscriptions to software.

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in a pinch, use your phone as a scanner

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epson workforce ds-510 sheetfed scanner
epson workforce ds-510 sheetfed scanner

with upfront scanning, 78 percent leverage on-screen review.

by roman h. kepczyk
quantum of paperless 

one of the keys to optimizing accounting firm production processes is capturing information at its “root” source – the moment data enters your firm, regardless of the format – mail, fax, email or on a flash drive.

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | why firms need document retention standards | intranet is the best place for firm knowledge

ideally, documents would be delivered already in a digital format such as email attachments or preferably through a portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a physical paper format. your firm will need to develop processes to efficiently scan, name and store these documents. read more →

it hardware gets even more complex (great!)

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donny c shimamoto, cpa citp intraprisetechknowlogies
shimamoto

some questions for both accountants and it.

by donny c. shimamoto
intraprisetechknowlogies

budget season is a good time for accountants and it wonks to get together for a heart-to-heart about hardware. computers and peripherals aren’t like the hardware of yore. they’re omnipresent in the organization. they have strings attached. they have special issues in obsolescence. sometimes it’s hard to draw a line between hardware and software.

related: how accounting geeks and techie nerds can play nicely together

here is a suggested a series of questions that accountants and it wonks should address as they make budget decisions. here are a few of the ones that relate to hardware: read more →

do you have 3 computer monitors? why not?

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panorama of alesund, norway, on three computer monitorsit’s the new norm.

by roman h. kepczyk
quantum of paperless

the best place to start a conversation on computer hardware is with monitors – the easiest place to see an immediate return on your it investment.

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | the 3 reasons firms are migrating to digital timesheets | digital tools streamline audit production | accounting firms run on more than checklists alone | going paperless means convincing clients first | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards

your computer monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production. transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screens per workstation. read more →

firms need a ‘learning culture’ to stay current

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businesswoman at desktop computertraining has to be given chargeable credit.

by roman h. kepczyk
quantum of paperless

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

more on tech spending: standardize quickbooks support for clients | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards | intranet is the best place for firm knowledge | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

to take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.

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