here’s what you’re looking for: roman h. kepczyk

and don’t forget encryption.

by roman h. kepczyk
quantum of paperless

your firm’s safety net in the event of any disaster is your data backup. it better be consistently performed and securely stored offsite.

more: survey: how many firms run on dashboards? | file server replacement not for the inexperienced | survey: when firms track cpe digitally | survey: only 14% go digital to manage recruiting | survey: 71% use remote check scanners | survey: are you still writing paper checks? | your it strategic plan needs a budget
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typically, firms have a problem when the process they relied on to make the backups didn’t work or was not complete because new servers, drives or directories were added but not updated in the backup program. this is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete.

here’s what you need to do:
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this is the time to consider cloud options.

by roman h. kepczyk
quantum of paperless

the traditional core computers used for operating all applications are file servers managed internally within the firm.

more: survey: who stores cpe certificates digitally? | today’s best laptops for accountants | scanners: how the smart firms do it | give monitors the respect they deserve | survey: cpa firms’ top archiving apps
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down time 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.
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survey shows favorite brands and best configurations.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today. the accounting professional’s rule of thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine.

more: survey: firms tracking cpe digitally | survey: digitizing employee evaluations | the five rules of smart tech
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the obvious exception to this is for tax or administrative personnel who would never work from remote client sites and have a computer at home that they can use to connect to the firm via a secure remote access solution.
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solutions from centralization to smartphones. plus two best-practices recommendations.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email, portal or on a flash drive).

more: survey: only 14% go digital to manage recruiting | the five rules of smart tech | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | your it strategic plan needs a budget | 2019: the biggest tech changes yet
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ideally, source documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format.
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dual monitors are just a starting point.

by roman h. kepczyk

the best place to start the discussion on hardware is with monitors as it is the easiest place to see an immediate return on your it investment. your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production.

more: survey: 71% use remote check scanners | survey: paper beats electronic for paying bills | survey: the trouble that lurks in old files | survey: when clients supply digital audit docs | firm security needs an independent review | survey: auditors rely on excel for scheduling | standardize your firm’s quickbooks support | make your accounts payable digital
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transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screen real estate per workstation.
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