nine big tech trends at cpa firms

the all-digital firm comes into view.

the 2011 association for accounting administration’s 2011 paperless benchmarking survey shows digitalization accelerating at cpa firms.

the survey, conducted biannually by cpa tech consultant roman kepczyk since 2003, this year included 196 firms, each averaging about 55 persons.

“the latest iteration of this survey expanded the number of questions to encompass evolving technologies in scanning and archival, as well as to identify changes in tools and applications impacting administrative workflows,” kepczyk says. “while there was a stronger focus on tax and administrative topics, audit, practice management, communications, and technology topics were also addressed for their paperless impact.”

the survey shows at least nine big advances in:

firm-wide document management programs
firms instructing personnel to primarily utilize email for communicating with tax clients for additional information requests
portals or ftp sites to deliver digital tax returns/information to clients
organizing or bookmarking scanned client source documents into a standardized pdfs
digital fax systems
virtualized servers
email invoices
management dashboards
dual monitors

details:

posted on february 10, 2011

roman h. kepczyk

about the author

roman h. kepczyk, cpa, serves as director of firm technology strategy for right networks, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.

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he is a contributing author to
bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

he has spent the past 20 years consulting exclusively with cpa firms and prior to that, 10 years with the cpa firm of henry & horne, arizona’s largest regional firm, where he was the partner in charge of the firm’s management advisory services and pc consulting practices. roman also served as the firm’s administrative partner where he oversaw internal accounting, marketing, human resources, and was responsible for the creation and implementation of the firm’s technology plan and budget. he is a former member of the aicpa pcps executive committee and a former chairman of the aicpa’s information technology executive committee. he has served as a member of other aicpa initiatives, including the special committee on enhanced business reporting, ebusiness task force, it best practices, it research, it practices committees, and group of 100 projects. in addition, he is a former chairman of the aicpa top technologies task force. roman was named by inside public accounting as one of the profession’s most recommended consultants for each of the years from 2004 through 2014, cpa practice advisors top 25 thought leaders for 2011 through 2015, and accounting today’s most influential people for the years 2000 through 2005, 2011, 2013 and 2014. roman is also an advisory board member to the association for accounting administration and has served on the board of directors of the arizona society of cpas. on a technical level, roman is an aicpa certified information technology professional (citp) and a certified lean six sigma black belt (lss bb). he authored technology chapters for the ppc map handbook, ppc guide to paperless engagements, and sections of the aicpa map handbook.

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