survey: ready for a windows server upgrade?
trend watch: firms are deploying the latest operating systems.
tech and fintech
scanners: how the smart firms do it
solutions from centralization to smartphones. plus two best-practices recommendations.
by roman h. kepczyk
quantum of paperless
one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email, portal or on a flash drive).
more: survey: only 14% go digital to manage recruiting | the five rules of smart tech | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | your it strategic plan needs a budget | 2019: the biggest tech changes yet
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ideally, source documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format.
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survey: firms go digital to manage recruiting
how many firms utilize a digital tool for managing the recruiting/hiring process. and their top two favorite apps.
quantum of paperless: the partner’s guide to accounting firm optimization
the five rules of smart tech
how the best managing partners stay on top of technology.
by marc rosenberg
quantum of paperless: the partner’s guide to accounting firm optimization
the duties of managing partners encompass a long list of critically important management functions. certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability, and efficiency.
more quantum of paperless: firms need ‘best practices’ manuals | optimize scanning procedures | why a digital tax workflow system is vital | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | hotspots the answer for field access | check your bandwidth | remote access requires planning | proactively manage application updates |
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this can be quite challenging because, unlike most managing partner duties, managing the technology function is a highly technical skill that most managing partners don’t have. so, they need to be smart. they need to know what they don’t know and rely on experts, both inside and outside of the firm, to guide them.
survey: cisco, sonicwall top firewall choices
trend watch: cisco dominates the large firms while sonicwall dominates the small and midsize firms for firewall protection. small firms may not be using a firewall, although they think they are.