tech and fintech
coronavirus culture-shift hits accounting firms
transitioning to a virtual firm requires more than the right technology: it requires new thinking about how your firm works.
by jess coburn
applied innovations
as the coronavirus situation intensifies, it is becoming more and more apparent that we must become increasingly flexible and innovative in how we approach our day-to-day lives. nowhere is it more evident than in how we run our tax and accounting firms.
more coronavirus: how to sanitize electronics against covid-19 with uv light | working remotely shouldn’t mean feeling isolated | planning for the coronavirus recession | tax season turns ugly under coronavirus | 16 tech tools for working through the coronavirus | coronavirus rattles tax season
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the coronavirus crisis requires a total re-evaluation of how we conduct our business. for those firms with employees – as opposed to sole practitioners – it is critical to consider going fully remote during this time. it makes sense from a health standpoint and also from a business survival perspective. it’s important for employees to remain healthy and to be able to conduct work, especially during these busy times which involve tax filing deadlines and inevitable extensions.
it’s also important to recognize that families are being impacted due to school and daycare closures, requiring employees to be at home to care for them.
all of that said, the move to a fully remote status requires a culture shift. for many cpa firms and other professional services organizations, this is a major adjustment. read more →
automation and the future of accounting
critical thinking is best left to humans.
by jody grunden
there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.
more: when the irs and fbi come knocking | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats
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on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
read more →
16 tech tools for working through the coronavirus
the apps and platforms we use, and why.
by sandi leyva
maybe you were thinking about taking your practice virtual sometime in the future. but with the novel coronavirus, the future is now. we’re lucky we’re in a profession where we can deliver our services virtually.
more tech for the coronavirus crisis: three tech solutions for protecting client data | top tech choices for the virtual firm | 5 questions to evaluate new tech tools | innovate for the right reasons | how to leverage app technology for streamlined services | cyber security at a virtual cpa firm | how core values affect remote work culture | the hidden costs of running a virtual cpa firm
our office became fully virtual in july 2019. meanwhile, here are the main 16 tools we use, sorted into 11 categories:
- appointment-setting
- conferencing
- data collection
- client portal
- shopping cart
- client emails
- customer support
- task management
- employee messaging
- phone calls
- cloud storage
note, some vendors are offering free services for the pandemic. now i’ll tell you exactly what we’re using and why…
deborah fox launches new tech platform for wealth advisors
^ click to play video: deborah fox on financial planning for accountants, interviewed at aicpa engage 2019.
fox financial network rebrands as advisortouch with interactive training, resources, tools, and systems for advisors and staff.
by 卡塔尔世界杯常规比赛时间 research
advisortouch.com
fox financial planning network, a leading consulting company for wealth management firms and the institutions that serve them, has rebranded to advisortouch and is rolling out a new interactive social platform with the training, resources, tools, and systems for advisors and staff at advisortouch.com/collaborative.