tech and fintech

don’t blame technology

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source: sage

accountant and client expectations are driving today’s changes. technology is only the enabler.

warawa

by jennifer warawa
executive vice president – partners, accountants & alliances at sage

the world is changing — that’s no surprise, especially to accountants. conventional wisdom will tell you it’s new tech adoption that’s changing our field, increasing competition and altering the way we do our jobs. but is that what’s really happening? not necessarily.

accountants today are feeling more pressure than ever to stay competitive. at the same time — accountants are expanding far past their traditional roles — becoming more holistic business advisors to their clients and strategic partners with an ever-increasing list of demands on their time.

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the cpa seo handbook: on search engines

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to follow or not to follow? there are valid reasons for both.

by becky livingston
seo for cpas: the accountant’s handbook

website crawlers – or spiders or robots – index content on web pages in an automated or methodical manner. they often create a copy of all the pages they visited for later processing by a search engine.

more: 12 seo myths | quick tip: accelerated mobile pages | why you need an ssl certificate now | why tracking urls are so important | what goes into a buyer persona? | what is seo and why is it important?
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crawlers are handy programs used to automate maintenance tasks, such as link checking or code validation. they also can be used to gather information from web pages, such as email addresses.
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martech for accountants: maximize your crm system tags

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businessman with laptop and papersyou also can combine them in searches.

by jassen bowman
tax resolution systems

most crm systems rely heavily on using tags for group and categorizing contacts.

more on tax resolution: 10 steps to setting up direct mail | use 24-hour lines for leads | measure your business metrics | checklists for tax resolution sales | overcome objections in 7 steps | how to reactivate lost clients
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the following is one suggested system for organizing and tagging your contacts. modify this to meet your own needs and practice goals.
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thoughts on artificial intelligence from sage software’s kriti sharma

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robot typing on desktop keyboardwhat role will ai play for your clients?

by kayleigh padar
from success to significance: the radical cpa guide

kriti sharma, vice president of ai and bots at sage, said this in response to the bot called digit:

more on radicalism: blockchain: the basics | what are ai and bots? | true diversity means creating equity | creating more diversity in accounting firm leadership | accodex sets up a platform for practice management | father, son team up to capitalize on capacity | dean quiambao: ‘if you’re not disrupting, you’re not doing it right’
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“as an industry, we need to be more careful about that. it’s not just moving money from one account to another. the second point i would say is design. it’s a very important element of this. we see people sometimes like to have more control.
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why a digital tax workflow system is vital

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woman working at desktop computera central system keeps everyone from making up their own.

by roman h. kepczyk
quantum of paperless

the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.

more: survey: 72% of firms annotate pdfs | how long do you need that file? | don’t underestimate document management | profession transitions from windows 7 to 10 | some firms dumping desktop computers | roman kepczyk: inside the quantum of paperless
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this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.
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