retaining documents: how long and who decides?

finger pressing delete keyrepeat as necessary: you don’t have to keep everything.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

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. unfortunately, as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.

more: the 4 buckets of firm knowledge | why digital communications matter | the right tech tools for covid work-from-home | it’s 10 p.m. do you know where your backups are?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as firms transition to the “less paper” environment, it is recommended that they implement a digital document retention policy and make users accountable for adhering to this policy.
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document management? automate it

illustration of manila folders dropping from laptop screensolutions for firms of all sizes.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

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: the 4 buckets of firm knowledge | why digital communications matter | the right tech tools for covid work-from-home | it’s 10 p.m. do you know where your backups are?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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 choose. the result can be files that are hard to find and slow to search across the network.
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the 4 buckets of firm knowledge

four empty metal bucketspower bi is gaining on excel for dashboards.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

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

more: why digital communications matter | the case for wireless broadband access | maximize your office 365 roi | how the cloud impacts server replacement | capturing documents at the source
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the second bucket for more advanced firms is a document management application where final documents can be archived in alignment with a comprehensive document retention plan and easily searched. the 2019 cpafma survey pointed to 30 percent of firms utilizing their document management application for intranet purposes.
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why digital communications matter

voicemail word cloud… but don’t forget security.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

we’ve said that 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 voice mail systems as well.

more: the case for wireless broadband access | internet bandwidth: how much is enough? | the right tech tools for covid work-from-home | maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

traditional inbound faxes are usually printed from a fax machine and then hand-delivered to the recipient’s desk. in some cases, this fax image is actually rescanned and emailed to the recipient. while this is a step toward digital delivery, today’s digital fax systems deliver a digital image to the recipient via email, so they can access them within their email.
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top challenges? staffing, staffing, staffing

plus: more trends and insights from annual operations and technology survey.

top challenges facing firms, via the accounting firm operations and technology survey
top challenges facing firms, via the accounting firm operations and technology survey

 

by randy johnston and brian tankersley
the accounting firm operations and technology survey

recruiting and retention have consistently been the top concern for the last two years, 33.6% of firms citing it this year, up from 28.8% of firms in 2019, according to the new accounting firm operations and technology survey. second place: raising profitability at 23.4%. third: cybersecurity and data privacy at 22.4%.

referrals – new clients who are referred to a firm by someone they trust – remain the top channel or source of new clients for firms. a higher percentage of firms report that they are receiving referrals from other sources, such as other professionals and firm website and search engine optimization, over each of the last three years.

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the case for wireless broadband access

illustration of network with city backgrounddon’t rely on whatever your client provides.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

one of the revolutions in remote connectivity is found within your cell phone as digital cellular providers have beefed up and expanded their networks to provide reliable internet access to remote devices. today, the vast majority of the united states and canada has access to the internet through the 4g digital cellular network at speeds of 1mpbs or more, which is adequate for remote access to most applications, particularly those hosted by cloud providers.

more: internet bandwidth: how much is enough? | the right tech tools for covid work-from-home | it’s 10 p.m. do you know where your backups are?
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the key today is to determine which service provider is the best in your firm’s specific area of operations.
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what’s a bot? new tech tools to boost your practice

boosting revenue and profit with new automation technologies.
.
^ view the video | subscribe on youtube

with david bergstein

as we move from manual, to digital, to everything automated, bots are becoming an important part of how we transition from compliance services to high-value advisory services.

in this episode: it pays to know your bots.

^ play the podcast | listen and subscribe on apple podcasts

transcript read more →

internet bandwidth: how much is enough?

illustration of bandwidth usewhat about redundancy?

by roman h. kepczyk
quantum of paperless: technology guide & checklist

the internet has undoubtedly had a profound impact on firm communications. it has become the primary driver toward the next generation of accounting applications that run entirely on the web through “cloud” computing.

more: the right tech tools for covid work-from-home | maximize your office 365 roi | how the cloud impacts server replacement | capturing documents at the source
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

before we get ahead of ourselves discussing cloud opportunities, we have to assess how the internet is used within your firm today. most likely the internet is

  • a digital pipeline,
  • a conduit for communications, updates, research and backups, and
  • a platform for exchanging files with clients.

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how we killed the tax season client meeting

man working hard at office deskyep, there’s an app for that!

by frank stitely
the relentless cpa

what did dorothy and her friends fear in the wizard of oz? “lions and tigers and bears, oh my!” dorothy feared the wrong things if she’s a partner in a cpa firm. we don’t see much wildlife in our offices during tax season unless you count fast food delivery people and the occasional crazy client.

more: why your firm needs to attract more millenials | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | 3 tips for handling rookie tax preparers
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we should really fear the events that destroy our priorities and drain hours from productive work. meetings and phone calls and emails, oh my! let’s look at why these communication methods are so destructive from a practice management standpoint.
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the right tech tools for covid work-from-home

ipads, android, or microsoft surface?

by roman h. kepczyk
quantum of paperless: technology guide & checklist

one of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience. allowing experienced firm personnel the ability to work remotely used to be a key employee retention strategy. then came covid-19 and it became a necessity.

more: maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

giving your personnel secure access to the firm’s application and data resources allows them to work effectively outside normal office hours and avoid unnecessary commuting time.

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