survey: 53% of firms deliver tax returns digitally
up from 39% in 2015. and the three top apps cpa firms use.
by roman kepczyk
quantum of paperless
tech and fintech
telling clients: go digital, or just go
no more thumb drives, no more faxes.
by roman h. kepczyk
quantum of paperless
one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.
more: optimize scanning procedures | why a digital tax workflow system is vital | survey: cpa firms split on ocr for tax scanning | hotspots the answer for field access | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
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at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.
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survey: three reasons to be bullish on cpa firms
and four strategies to maximize your profits.
by charles hylan, cpa
rosenberg survey
optimize scanning procedures
first front-end scanning, then ocr.
by roman h. kepczyk
quantum of paperless
for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format.
more: why a digital tax workflow system is vital | survey: 72% of firms annotate pdfs | survey: 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth | microsoft office 201x vs. office 365 | how the cloud plays into scheduled server replacement | monitor real estate: more is better
to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost. early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete.
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passwords: how to beat the hackers
nine new rules for hack-proof security.
by barry j. friedman, cpa
industrynewsletters
consider all the passwords you use, in your personal and business lives. passwords secure all the resources on your computer and phone — your email and important online accounts.
more hot-button topics for clients: supreme court’s wayfair ruling on sales tax sows more confusion
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why work on making your passwords stronger?
hackers will attack the low-hanging fruit first.
what attackers will do is steal the storage of passwords on a vulnerable screen. these passwords are encrypted, but with tools like pwdump, airodump-ng and the meterpreter, hackers can take as much time as they need to crack your password.
the best way to make your password less appetizing is to choose a random set of characters in the maximum length your account or system will accept: read more →