tech and fintech

tax season 2015 marks watershed in cpa firm digitalization

by

roman kepczyk , author of quantum of paperless at //www.g005e.com/shop/qop/
roman kepczyk , author of quantum of paperless

tax season 2015 may signal a landmark change in workflow automation.

by 卡塔尔世界杯常规比赛时间 research

this year’s busy season could mark a turning point in the tax and accounting industry’s techno-history, with mainstream firms flooding into digital processes like optical character recognition, pdf bookmarking, and collaboration tools.

results from this year’s paperless benchmarking survey, conducted for the association for accounting administration by 卡塔尔世界杯常规比赛时间 contributor roman kepczyk, author of quantum of paperless: the partners guide to accounting firm optimization, found a generally upward trend in the use of technology to avoid the carving of audit and tax prep data into stone or printing it out on paper. the survey compared responses in 2013 to foreseen usage in the busy season of 2015.

but which trends are trending the fastest? where are the rockets of digitalization?

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4 steps to save on hardware spending

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businesswoman working on laptop at cafe.where laptops rule at cpa firms today.

by roman h. kepczyk
quantum of paperless

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

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | the 3 reasons firms are migrating to digital timesheets | digital tools streamline audit production | going paperless means convincing clients first | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | in a pinch, use your phone as a scanner | do you have 3 computer monitors? why not?

laptops should be scheduled for replacement every three years, whereas desktops are often functional for a fourth year. in firms that utilize workstations only as “dumb terminals” via tools such as citrix, windows terminal server and workstation virtualization (vdi) in the future, the functioning life of a desktop computer can be five or more years.

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8 ways to wrestle software subscriptions into submission

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one question leads to another.

by donny c. shimamoto
intraprisetechknowlogies

budget talks between accounting and information technology departments can get pretty complicated. accountants know budgets; it folks know it. not many people know both.

related: it hardware gets even more complex (great!) | how accounting geeks and techie nerds can play nicely together

but you don’t have to know both if you know the right questions. one area of special concern is budgeting for subscriptions to software.

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in a pinch, use your phone as a scanner

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epson workforce ds-510 sheetfed scanner
epson workforce ds-510 sheetfed scanner

with upfront scanning, 78 percent leverage on-screen review.

by roman h. kepczyk
quantum of paperless 

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

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | why firms need document retention standards | intranet is the best place for firm knowledge

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

it hardware gets even more complex (great!)

by

donny c shimamoto, cpa citp intraprisetechknowlogies
shimamoto

some questions for both accountants and it.

by donny c. shimamoto
intraprisetechknowlogies

budget season is a good time for accountants and it wonks to get together for a heart-to-heart about hardware. computers and peripherals aren’t like the hardware of yore. they’re omnipresent in the organization. they have strings attached. they have special issues in obsolescence. sometimes it’s hard to draw a line between hardware and software.

related: how accounting geeks and techie nerds can play nicely together

here is a suggested a series of questions that accountants and it wonks should address as they make budget decisions. here are a few of the ones that relate to hardware: read more →