survey: 72% of firms annotate pdfs
a new question for the annual survey.
does your firm utilize a digital annotation tool when working on adobe/pdf files?
if yes, what tool does your firm utilize?
here’s what you’re looking for: roman h. kepczyk
how long do you need that file?
you need a policy … and accountability.
by roman h. kepczyk
quantum of paperless
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.
more: survey: cpa firms split on ocr for tax scanning | 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth | microsoft office 201x vs. office 365 | how the cloud plays into scheduled server replacement | monitor real estate: more is better
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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.
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survey: cpa firms split on ocr for tax scanning
4 options reported, but one holds the lion’s share.
is your firm using software that utilizes optical character recognition to automatically transfer data from scanned source documents into your tax program?
if yes, what tool does your firm utilize?
survey: 67% turn client documents into pdfs
cch fxscan tops the options.
is your firm utilizing internal software or external services to organize/bookmark scanned client source documents into a standard pdf?
don’t underestimate document management
more robust products should have integrated portals.
by roman h. kepczyk
quantum of paperless
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: how 53% of firms use intranets to work smarter | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | scanners capture documents at the source | two tech trends to watch
unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store them anywhere they please. the result can be files that are hard to find and slow to search across the network.
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survey: front-end scanning
one way to make busy season less chaotic.
by roman h. kepczyk
quantum of paperless
survey: only 18% of tax organizers are digital
this seems to be a low priority.
is your firm delivering the majority of your tax organizers via digital
means?
if yes, what tool does your firm utilize?
how 53% of firms use intranets to work smarter
beware that third bucket.
by roman h. kepczyk
quantum of paperless
firm knowledge and information is usually stored in one of four “buckets.”
more: digital communications unify messaging | hotspots the answer for field access | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
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.
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