83 search results for "accounting firm operations and technology survey"

judicial rules are another consideration.

key findings

• thirty-eight percent archive email by storing it locally or on the pc or a local server.
• forty-four percent have no document retention policy for purging digital files.

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

there are practical solutions for email archiving and document retention policies available to firms of all sizes.

more from the survey: windows 7 and windows server 2012 | accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we know that 56 percent of firms have email hosted outside the office. while all firms have the option to either run a solution in-house or to have a third party handle this obligation, the firms who use hosted email could also utilize add-in services for this task.
read more →

tips for minimizing the damage, especially from “upgrades” you weren’t expecting.

key findings

• thirty-two percent use windows server 2012, and 24 percent use windows server 2008, which is an 8 percent decrease in the use of windows server 2008 over prior year results.
• sixty percent are using windows 7 (64-bit) as their primary desktop operating system, 17 percent are using windows 8 and 12 percent are using windows 10, which is used most commonly among solo practitioners (27 percent).

by randolph p. johnston, leslie garrett and brian f. tankersley
the accounting firm operations and technology survey

choosing an operating system for your firm’s computers has a number of implications; it is not as obvious as one might think.

more from the survey: accountants quit trying to manage it themselves |workflow management concerns many firms | accounting firms add new service lines | how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are issues surrounding your choice of an operating system that may be surprising to those who have not been following the it trade press, including the following:
read more →

tablet and portal use rises.

by randolph p. johnston and leslie garrett
the accounting firm operations and technology survey

over the last 25 years, managing technology has become an increasingly important part of managing a firm. today’s staff members have video meetings with clients and team members around the world without the other party knowing whether they are wearing a suit in the office or wearing slippers in their living room.

more from the survey: survey results: workflow management concerns many firms | survey results: accounting firms add new service lines | survey results: how top tech vendors are failing cpas in the cloud | master change, master the future | why every cpa firm is a tech company at heart
exclusively for pro members. log in here or 2022世界杯足球排名 today.

just as it is not a good use of an entrepreneur’s time to try to learn the tax law, buy software and prepare all of their own tax returns, it is not a good use of a practitioner’s time to work on it issues. given the value of an accountant’s time performing client work, it makes little, if any sense to manage it yourself.
read more →

it’s not just overhead.

by daniel hood
the accounting firm operations and technology survey

the conventional wisdom these days is, “all companies are technology companies,” because technology has so infiltrated every aspect of business that it is core to every company.

but that’s not quite true.

not all companies are tech companies — yet. but they need to be, and soon.

this is particularly true in the accounting profession, where so many firms are slow to adopt and reluctant to engage with new technologies.

read more →