survey: are you reading this in the office?
odds are, you may be working from home.
tech
compliance is not dead, it’s evolving
personal education is key.
by seth fineberg
why your firm needs procedure manuals
make sure you include all steps.
by roman h. kepczyk
quantum of paperless
beyond email: new digital tools
the top 3 remote screen control tools to help clients.
by roman h. kepczyk
quantum of paperless
why scanning procedures matter
cpas’ top picks: fujitsu and canon.
by roman h. kepczyk
quantum of paperless
digital tax workflow requires a system, not projects
why the difference matters.
by roman h. kepczyk
quantum of paperless
automation and the future of accounting
how one firm uses bots to its advantage.
by jody grunden
who deletes documents and when?
like everything else in your practice, document retention needs a system.
by roman h. kepczyk
quantum of paperless
using databases for document management
many have integrated portals for transferring files to clients.
by roman h. kepczyk
quantum of paperless
survey: 60% of firms employ remote access tools
accountants’ favorite app: gotomeeting.
capture firm knowledge on an intranet
dashboards may speed up the search process.
by roman h. kepczyk
quantum of paperless
survey: firms split on mobile device management
has your firm implemented a mobile device management application to secure your mobile devices and access to the firm’s network?
survey: centralized scanning on the upswing
trend watch: there is a notable shift toward centralized scanning.
accounting firm operations and technology survey