tech and fintech

why you need an independent security review

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hacking and security word cloudalso vital: annual training on threats.

by roman h. kepczyk
quantum of paperless

going paperless means that all firm files and client data will be digitally stored on the firm’s network, which is almost always accessible to firm personnel via internal workstations and remotely via the internet.

more on tech spending: mandate training programs | centralize contact administration | is your ap digital yet? | how the best cpa firms capture best tech practices in procedures manuals | smart firms don’t happen by accident | are you ready for office 365? | size matters: in desktop monitors
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the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.
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survey: the risks of subscription-based software

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businessman working on laptop with binary code in the backgroundplus 7 key findings on saas, remote access and more.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

while subscription-based software has significant advantages, it also has some significant risks that need to be considered, including contingency planning, data backup, and data extraction and export when ending the relationship.

more from the survey: ins and outs of email, document storage | cloud software improves financial reporting | accountants quit trying to manage it themselves | how top tech vendors are failing cpas in the cloud | master change, master the future
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firms should have a clear plan for how they will operate if the cloud service is down for a day or more, including having enough data offline to permit manual preparation of payroll, invoices and other time-sensitive transactions.
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forget technology. the last, best competitive edge is now your firm’s ‘learning’ skills

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office workers training on computershow to build it and give chargeable credit to the coordinators.

by roman h. kepczyk
quantum of paperless

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

more on tech spending: centralize contact administration | standardize quickbooks support (and bring your clients) | remote deposit saves in several ways | how efficient are your audits? | going digital: how to train a client | hit ‘delete,’ but only when it’s time | unified messaging offers benefits | remote access: giving workers what they want | why use windows 10?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

to take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
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survey: ins and outs of email, document storage

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businessman touching virtual buttons in server roomjudicial rules are another consideration.

key findings

  • thirty-eight percent archive email by storing it locally or on the pc or a local server.
  • forty-four percent have no document retention policy for purging digital files.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

there are practical solutions for email archiving and document retention policies available to firms of all sizes.

more from the survey: windows 7 and windows server 2012 | accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we know that 56 percent of firms have email hosted outside the office. while all firms have the option to either run a solution in-house or to have a third party handle this obligation, the firms who use hosted email could also utilize add-in services for this task.
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survey: the new software scramble

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server rack floating on a cloudfirms switching programs more often than ever. but is that a good thing?

sample finding: the number of firms subscribing to office 365 is increasing 20% a year.

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

we are seeing a high level of dissatisfaction among most firms with their software, and more firms have been changing software in the last three years than all of the switching we have seen in the previous three decades combined.

more from the survey: operating system updates cause headaches | accounting firms add new service lines | why every cpa firm is a tech company at heart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we are concerned that many firms are signing long-term contracts for desktop solutions at the same time that some software is migrating to being hosted online.
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