survey: have you dumped manual invoices yet?
are the majority of invoices prepared onscreen rather than completed on manual billing sheets?
tech and fintech
survey: cpas’ favorite virtual servers
trend watch: firms are using microsoft virtualization for simplicity.
is it time to update your offsite backups?
and don’t forget encryption.
by roman h. kepczyk
quantum of paperless
your firm’s safety net in the event of any disaster is your data backup. it better be consistently performed and securely stored offsite.
more: survey: how many firms run on dashboards? | file server replacement not for the inexperienced | survey: when firms track cpe digitally | survey: only 14% go digital to manage recruiting | survey: 71% use remote check scanners | survey: are you still writing paper checks? | your it strategic plan needs a budget
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typically, firms have a problem when the process they relied on to make the backups didn’t work or was not complete because new servers, drives or directories were added but not updated in the backup program. this is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete.
here’s what you need to do:
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survey: when’s the right time to replace your server?
trend watch: tax and accounting firms appear to be stretching out their server replacement schedules.
survey: how many firms run on dashboards?
hint: not enough.
by roman h. kepczyk
quantum of paperless
do firm personnel utilize information dashboards within your practice management application to update internal reporting information?