survey: firms divided on esignatures
how many firms use a digital esignature tool for tax returns/authorizations?
by roman h. kepczyk
quantum of paperless
if yes, what tool do you utilize:
here’s what you’re looking for: roman h. kepczyk
survey: who uses vertical monitors?
do the majority of your tax personnel utilize at least one monitor in a vertical, “portrait” mode?
today’s three essential audit tools
without them, you’re still in the stone age.
by roman h. kepczyk
quantum of paperless
the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format.
more: firms need ‘best practices’ manuals | telling clients: go digital, or just go | survey: 72% of firms annotate pdfs | survey: 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth
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the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes: read more →
firms need ‘best practices’ manuals
make sure the scope covers the entire work flow.
by roman h. kepczyk
quantum of paperless
every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.”
more: telling clients: go digital, or just go | optimize scanning procedures | how long do you need that file? | don’t underestimate document management | digital communications unify messaging | remote access requires planning | profession transitions from windows 7 to 10 | some firms dumping desktop computers
unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them. it is the responsibility of firms to capture these individuals’ best practices so their specific knowledge can be shared and accessed by all firm members both now and in the future. this can be accomplished by making a concerted effort to develop a best practices manual within each department.
read more →
survey: when two’s not enough
today, 88% of firms use three or more monitors.
up from 2015, when 80% used more than the traditional dual setup.
by roman kepczyk
quantum of paperless
what is the primary monitor configuration for tax professionals on their desktop? read more →
survey: 53% of firms deliver tax returns digitally
up from 39% in 2015.
does your firm primarily deliver tax returns in a digital format?
if so, what tools does your firm utilize? read more →
telling clients: go digital, or just go
no more thumb drives, no more faxes.
by roman h. kepczyk
quantum of paperless
one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.
more: optimize scanning procedures | why a digital tax workflow system is vital | survey: cpa firms split on ocr for tax scanning | 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
at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.
read more →
optimize scanning procedures
first front-end scanning, then ocr.
by roman h. kepczyk
quantum of paperless
for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format.
more: why a digital tax workflow system is vital | survey: 72% of firms annotate pdfs | survey: 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
to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost. early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete.
read more →
why a digital tax workflow system is vital
a central system keeps everyone from making up their own.
by roman h. kepczyk
quantum of paperless
the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.
more: survey: 72% of firms annotate pdfs | how long do you need that file? | don’t underestimate document management | profession transitions from windows 7 to 10 | some firms dumping desktop computers | roman kepczyk: inside the quantum of paperless
this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.
read more →
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?
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
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.
read more →
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?
