firm knowledge and information is usually stored in one of four “buckets.”
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. read more →
jon baron addresses thomson reuters user conference. (photo: @rpjohnston )
too many accounting firms are risking extinction by failing to keep up with their clients, a top thomson reuters executive tells 1,300 professionals at the company’s annual users’ conference in washington.
new thomson reuters survey of accounting firms shows: read more →
accounting firms striving to capture all data in a digital format need to go beyond paper and include fax and voicemail systems as well.
at leading firms today, 66 percent of firms have a digital fax system that integrates with email for digital delivery, 37 percent are using video calling, and 27 percent use instant messaging.
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 re-scanned and emailed to the recipient. while this is a step toward digital delivery, today’s digital fax systems deliver a digital image to the recipient via email so they can access them within their email.
the internet has had a profound impact on accounting firm operations and communications. what if you lost your internet connection? on april 13? read more →
intranets are the best way to capture and centralize firm knowledge.
two strategies to minimize business risk from internet failure.