survey: firm size matters in tax software choice
plus: more trends and insights from annual operations and technology survey
by randy johnston and brian tankersley
the accounting firm operations and technology survey
tech and fintech
why digital communications matter
… 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
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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.
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.
the case for wireless broadband access
don’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?
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.
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^ 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 →