survey: security, updates top tech annoyances
trend watch: security awareness increased notably and change management continues to be an issue.
surveys & research
survey: tax in the cloud gaining favor
trend watch: firms are more amenable to get tax in the cloud. q: how likely are you to implement a web-hosted / cloud-based / software-as-a-service version of one or more of your firm’s tax and accounting applications over the … continued
don’t be cheap or lazy with client communications
by hank berkowitz
wealth management
as the old saying goes, “you only get one chance to make a first impression.” by the same token, you only get one chance to leave a lasting impression. at a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?
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survey: tablet use remains low
trend watch: limited work is done on tablets/ipads. q: please estimate what percentage of your accountants and staff use tablets/ipads to complete work-related tasks. more accounting firm operations and technology survey: remote access use sliding down | cloud … continued
survey: remote access use sliding down
trend watch: remote access is trending down with exception of a tethered smartphone. q: what does your firm use for wireless access outside of the office? other answers: • clients’ internet • clients’ internet or wifi at … continued