tech and fintech

hit ‘delete,’ but only when it’s time

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pensive absorbed businessman watching at computer laptop with worried expressionjust because it’s electronic and small doesn’t mean you have to keep it forever.

by roman h. kepczyk

managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can

  • create a document,
  • add to or edit a document,
  • file it and
  • eventually purge the file.

more on tech spending: don’t just store documents, manage them | smart firms don’t happen by accident | bandwidth: how much? | are you ready for office 365?

unfortunately, as digital files are on the network and “out of sight,” many firms are not really aware of:
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don’t just store documents, manage them

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illustration of manila folders dropping from laptop screenuse a tool that will force adherence to standards.

by roman h. kepczyk
quantum of paperless

the network drive in most firms is not very well organized and requires the most cleanup. this happens because it is usually managed with microsoft windows explorer, which allows almost anyone to create or access a file anywhere on the drive.

more on tech spending: smart firms don’t happen by accident | unified messaging offers benefits | remote access: giving workers what they want | why use windows 10? | right to the root, or why scanners rule

unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they please. the result can be files that are hard to find and slow to search across the network.
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smart firms don’t happen by accident

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four empty metal bucketsintranets help to collect and share everyone’s experience and knowledge.

by roman h. kepczyk
quantum of paperless

firm knowledge and information is usually stored in one of four “buckets.”

more on tech spending: unified messaging offers benefits | which wireless depends on location | bandwidth: how much? | are you ready for office 365? | desktops vs. laptops

the most obvious is within the accounting applications themselves where tax, audit and accounting programs store client files in a format that can only be accessed with that program. files are usually indexed and accessed in designated directories so there is not much the firm can do about moving these files.
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why every cpa firm is a tech company at heart

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businessman multitasking tech adobe stock 43099017it’s not just overhead.

by daniel hood
the accounting firm operations and technology survey

the conventional wisdom these days is, “all companies are technology companies,” because technology has so infiltrated every aspect of business that it is core to every company.

but that’s not quite true.

not all companies are tech companies — yet. but they need to be, and soon.

this is particularly true in the accounting profession, where so many firms are slow to adopt and reluctant to engage with new technologies.

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unified messaging offers benefits

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blue glowing new technology background with particlescollaboration suites are on the rise.

by roman h. kepczyk
quantum of paperless

firms should strive to capture all data in a digital format at its “root” source. this goes for services such as the firm’s fax and voicemail systems as well.

more on tech spending: which wireless depends on location | bandwidth: how much? | are you ready for office 365? | why use windows 10? | update your backup | server vs. cloud | desktops vs. laptops | right to the root, or why scanners rule | size matters: in desktop monitors

traditional inbound faxes are usually printed from a fax machine and then hand delivered to the recipient’s desk. in some cases, this image is actually rescanned and emailed to the recipient.
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