tech and fintech

make sure the current information is available where people look for it.

by roman h. kepczyk
quantum of paperless

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems and other marketing and crm (customer relationship management) programs.

more on tech spending: standardize quickbooks support (and bring your clients) | turn to portal encryption | deliver reports digitally (even in-house) | tech trends for auditors | front-end scanning hits the mainstream | don’t just store documents, manage them | which wireless depends on location | stay on top of software updates
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too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations, and even organizers. it is critical that firms centralize the updating of contact information for consistency.

“91 percent of firms have a centralized contact management list; 67 percent of firms maintained this list in their practice management application.” – cpafma 2015 survey

for example, tax personnel, who are often the first to be made aware of a change, may make the change within their tax program and not pass the change to others. all changes, from every source, need to be sent to administration where one person can update all databases for consistency.  many firms utilize a client contact form on their intranet that can be routed to the administrative department via email.  this person is then trained to update all applications.
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tips for minimizing the damage, especially from “upgrades” you weren’t expecting.

key findings

• thirty-two percent use windows server 2012, and 24 percent use windows server 2008, which is an 8 percent decrease in the use of windows server 2008 over prior year results.
• sixty percent are using windows 7 (64-bit) as their primary desktop operating system, 17 percent are using windows 8 and 12 percent are using windows 10, which is used most commonly among solo practitioners (27 percent).

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

choosing an operating system for your firm’s computers has a number of implications; it is not as obvious as one might think.

more from the survey: 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
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there are issues surrounding your choice of an operating system that may be surprising to those who have not been following the it trade press, including the following:
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tablet and portal use rises.

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

over the last 25 years, managing technology has become an increasingly important part of managing a firm. today’s staff members have video meetings with clients and team members around the world without the other party knowing whether they are wearing a suit in the office or wearing slippers in their living room.

more from the survey: survey results: workflow management concerns many firms | survey results: accounting firms add new service lines | survey results: 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
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just as it is not a good use of an entrepreneur’s time to try to learn the tax law, buy software and prepare all of their own tax returns, it is not a good use of a practitioner’s time to work on it issues. given the value of an accountant’s time performing client work, it makes little, if any sense to manage it yourself.
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