tech and fintech

firms in the cloud fly higher

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businessman relaxing in clouds in skyit allows you to focus on more important aspects.

…and then, in dreaming,
the clouds methought would open and show riches
ready to drop upon me…

– william shakespeare, the tempest

by 卡塔尔世界杯常规比赛时间

ah, the cloud…whatever it is, wherever it is…apparently those fluffy isles in the foggy blue yonder are where small businesses, including accounting firms, can make a little more moolah.

more on the cloud: private clouds on the rise | the cloud isn’t risky. you are. | report: cloud users earn more than naysayers | 10 radical steps into the cloud | radical tenet #1: embrace the cloud | cloud computing can cost less | tech survey: email moves to the cloud | moving to the cloud? do these 6 things first

small american companies, defined as those with fewer than 50 employees, lead the world in usage of the cloud. for the first time, more than half – 51 percent – employ at least one software package that functions offsite, and another 29 percent use three or more cloud-based programs. that’s more than in france, germany and belgium. the only country coming close is the u.k., where 47 percent of surveyed companies are involved in cloud-based technology.
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right to the root, or why scanners rule

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computer keyboard with finger pressing "go paperless" buttoncapture source documents as efficiently as possible.

by roman h. kepczyk
quantum of paperless 

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive).

more on tech spending for pro members: size matters: in desktop monitors |  

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
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size matters: in desktop monitors

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4k word cloud

3k and 4k offer resolution not previously available.

by roman h. kepczyk
quantum of paperless

the best place to start the discussion on hardware is with monitors, as they are the easiest place to see an immediate return on your it investment. your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production.

more on tech spending: it is costly, so budget for it | develop monthly it ‘flash’ reports | standardize quickbooks support | daily billing cuts month-end load, creates audit trail | remote deposit is a no-brainer | firms need document management standards

transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screen real estate per workstation.
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eliminate paper

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epson workforce ds-510 sheetfed scanner… but not the trail.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive).

more on tech spending for pro members: monitors: the more, the merrier | it is costly, so budget for it | top tech advice: mandate training and accountability |digital report delivery includes owners | streamlining audits by breaking old habits | field auditors need right equipment, connections | how and why to set optimal scanning practices | firms need document management standards

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
read more →