tech and fintech

get proactive with software updates

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words "time for an update" on clock facefor servers, have personnel on hand.

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

every firm has concerns about their systems being hacked, getting attacked by a virus or malware, or being the victim of ransomware that encrypts all the firm’s data. the 2018 cpafma survey found an increase in firms impacted by ransomware, which carried into the 2020 survey.

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.

the vast majority of these virus and malware issues can be effectively negated with one simple process: keep your software updated on your servers and individual workstations.
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maximize your office 365 roi

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three young businessmen in office training sessiondon’t settle for adequate knowledge.

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

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: 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

http://cpe.cpacrossings.com/cxo365105w2?partner=trendlinesmake the most of office 365 with cpa crossings:
office 365 – ready, set go! – developing your strategy,
2 hours, 2 cpe
register  |  learn more

firms have traditionally been behind the adoption curve because of the lag time of accounting vendors supporting the latest version, particularly for audit engagement binders.

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why you need windows 10 with automatic updates

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"update" key on computer keyboardtax personnel need more ram than others.

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

okay, we all know that the microsoft windows operating system is preferred to run computers by the primary vendors to the accounting profession.

more: 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.

with microsoft discontinuing support of windows 7 on jan. 14, 2020, and windows 8 receiving poor reviews, it is recommended that all firms standardize on windows 10 and have the system configured for automatic updates.
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developing your office 365 deployment strategy

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don’t treat it as just an extension of your desktop applications. that’s a waste.

by john higgins
cpa crossings

once you have made the decision to commit to deploying office 365 in your organization, it is important that you develop a deployment strategy. this will determine whether you achieve success or failure.

join the next webinar: office 365 – ready, set go! – developing your strategy, 2 hours, 2 cpe

register  |  learn more

there are countless examples of organizations that treat office 365 as simply an extension of the microsoft office desktop applications. they simply make office 365 available to their staff without any advanced planning or training. a sure recipe for disaster.

my goal is to provide you with some insight into how to effectively plan for your office 365 deployment to maximize the return on your investment and optimize the efficiency in your workflows. read more →

no backups? no excuses!

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composite image of hand writing with markertoo many firms are still ignoring the basics.

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

your firm’s safety net in the event of any disaster is your data backup.

more: 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.

it had better be consistently performed and securely stored offsite.

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how the cloud impacts server replacement

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you can save, but don’t hand the task to just anyone.

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

the traditional core computers used for operating all applications are file servers managed internally within the firm. downtime for a day or two is a disaster. if an “out of service” stoppage stretches to a week or more, partner income will suffer measurably.

more: 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.

simply put, mission-critical file servers utilized for tax, audit, time and billing, and email have – at most – an effective five-year life. after this time, equipment becomes significantly more difficult to maintain whether you have a warranty or not.
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protecting client files from cyberthreats

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technology security with internet digital signature as artthree ways to make technology your ally.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens.

more: boost efficiency with tech stacks | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | 5 questions to evaluate new tech tools | traditional benefits for remote employees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server. she was a little surprised by that information and then asked where we kept our files. we explained that we use cloud storage and programs designed specifically for encryption and security.
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‘botkeeper for dummies:’ the official virtual book launch

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live web event set for sept. 16. register here | learn more

with jody padar
the radical cpa

botkeeper, the upstart artificial-intelligence-based bookkeeping platform, will debut their new book “botkeeper for dummies,” co-authored by jody padar, the radical cpa, at a live web event sept. 16.

register here | learn more

padar and co-authors chris mahl, botkeeper president, and byron patrick, a leading cpa technology consultant, will be joined by:

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software saves the 2020 tax season

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survey says tax practitioners have never been so satisfied with their tax prep applications.

by 卡塔尔世界杯常规比赛时间

what’s the best word to describe the infamous 2020 tax season?

brutal? infectious? interesting? perpetual? weird?

one word works for everybody: unprecedented. a pandemic. a lockdown. new legislation. new rules. federal programs. federal disasters. bankruptcies.

it seems the only thing that’s gone right is software.

the bottom line: tax practitioners have never been more satisfied with their tax apps.

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boost efficiency with tech stacks

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screwdriver and wrenchbonus: you’ll be better connected.

by jody grunden
building the virtual cfo firm in the cloud

i believe it’s important for accounting firms to standardize their technology “stack.” having a standardized tech stack of applications helps to automate every corner of your workflow.

more: use bots to your advantage | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the applications you use should be seen as an extension of your business. your onboarding process will be more effective if your team doesn’t have to learn a new set of tools every time a new client comes on board.
while we will, of course, work within whatever programs new clients are using, developing consistency internally as much as possible is key.

at summit cpa group, we have three primary technology stacks:

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