survey: ranking the top tax software
thomson reuters’ ultratax takes #2.
accounting firm operations and technology survey
tech and fintech
it deserves a strategic plan and budget
consider cloud hosting.
by roman h. kepczyk
quantum of paperless
we have all heard the saying that if you don’t know where you are going, you’ll end up going nowhere (or… you won’t ever get there). unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.
more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
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information technology impacts virtually every aspect of accounting firm production and is usually the biggest expense after your personnel costs. accordingly, it should be managed as the critically important asset that it is.
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how to leverage app technology for streamlined services
shop for what you need.
by gabrielle fontaine
our profession is officially in disruption. technology is starting to automate much of what we provide clients for compliance services, including bookkeeping and tax functions. is this a threat or an opportunity?
more: how to set a profitable price every time
it depends on how you see it. i see it as an opportunity to provide more value to our clients and automate the drudgery. it can help us get more done more accurately, faster and cheaper.
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survey: xcm tops workflow choices
11.6% not considering any options at all.
accounting firm operations and technology survey
develop monthly it ‘flash’ reports
it should be a quick read, similar to a financial statement.
by roman h. kepczyk
quantum of paperless
most firms have a line partner or firm administrator overseeing the firm’s information technology department.
more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’
these personnel may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s it initiatives and report to management.
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