tech and fintech

some client education likely will be in order.

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 on tech spending: optimize scanning applications and procedures | is your tax workflow digital yet? | the 4 types of firm knowledge | back up your bandwidth | how to choose which microsoft office version to use | time to replace a server? consider the cloud | monitor real estate: more is better
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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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benchmarks for firms large and small provide roadmaps for strategic success.

by rick telberg
accounting firm operations and technology survey

every day in the united states, more than half of all accounting firm owners are thinking about a merger, an acquisition or both. m&a is now as routine to the day-to-day operations of running a tax and accounting practice as turning on the lights in the morning and taking out the garbage at night.

more from afots: keep pace first, change will come (like it or not) | you’re not tech-savvy if you’re not cyber-safe, too | lions and tigers and blockchain and bots, oh my!
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fortunately, a new survey provides a one-of-a-kind roadmap for growth-minded professionals seeking the hard-boiled data essential to making smarter strategic decisions. with thousands of key metrics for firms of every size, you can compare your firm against similar firms. better yet: you can compare where your firm is today, to where it will be tomorrow.
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software will flag potential errors right off the bat.

by roman h. kepczyk

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 on tech spending: is your tax workflow digital yet? | preventing document retention headaches | which wireless? | remote access takes planning | transitioning to windows 10 | desktops vs. laptops

to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.
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