tech and fintech

proceed with caution.

by roman h. kepczyk
quantum of paperless

to be effective in business today, every member of your firm must optimally utilize the microsoft office suite at an intermediate to advanced level for outlook, excel and word.

more on tech spending: right to the root, or why scanners rule | size matters: in desktop monitors

because of the lag of accounting vendors providing support to the latest versions of office, today’s recommended standard is office 2013. many firms continue to utilize office 2010 because some accounting applications (engagement binders) did not support office 2013 until this past year. firms should review their listing of accounting applications now that the busy season is over to determine if they can transition to office 2013 and the cost to do so, considering that office 2016 has been out since september 2015 and will most likely be supported by the major accounting vendors in late 2016.
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did you claim your free upgrade yet?

by roman h. kepczyk
quantum of paperless 

okay, we all know that the windows operating system is preferred to run computers by the primary vendors to the accounting profession. all decisions about operating systems have to be done carefully as they impact software and hardware decisions for at least 3-5 years.

more on tech spending: right to the root, or why scanners rule | size matters: in desktop monitors

while we don’t place too much emphasis on the workstation operating system, one significant issue you can’t overlook is increasing computer memory to function optimally with today’s multi-monitor requirements and the multitude of concurrent applications your staff will be running.
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includes specific solutions for firms of every size.

by roman h. kepczyk
quantum of paperless

your firm’s safety net in the event of any disaster is your data backup. it better be consistently performed and securely stored offsite.

more on tech spending: right to the root, or why scanners rule | size matters: in desktop monitors

typically, firms have a problem when the process they relied on to make the backups didn’t work or the tapes weren’t complete because all their data no longer fits onto one tape. this is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete.
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plus a note about tablets.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today. the accounting professional’s rule of thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine.

more on tech spending: right to the root, or why scanners rule | size matters: in desktop monitors

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the obvious exception to this is for tax or administrative personnel who would never work from remote client sites, but have a computer at home that they can use to connect to the firm via a secure remote access solution. the string of natural disasters over the past two decades and the transition to more cloud-based applications has led to some firms making the decision that all professional staff will utilize a laptop as their only workstation.
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