{"id":106299,"date":"2023-01-04t20:58:09","date_gmt":"2023-01-05t01:58:09","guid":{"rendered":"\/\/www.g005e.com\/?p=106299"},"modified":"2023-02-24t10:01:20","modified_gmt":"2023-02-24t15:01:20","slug":"tech-tools-make-getting-source-docs-simpler","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/","title":{"rendered":"top tech tools for building your new bos business"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-38026 \" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-290x192.jpg\" alt=\"a businessman with some jigsaw puzzle pieces in his hand\" width=\"411\" height=\"272\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-290x192.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-590x391.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372.jpg 1600w\" sizes=\"(max-width: 411px) 100vw, 411px\" \/>lots of specific recommendations for small to midsized firms.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>obtaining the source documents is the most difficult aspect of being a virtual back office support (bos). waiting for documents is the death knell for this type of work.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">workflow tools can deepen client relationships<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\">the best tech for your team and clients<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/22\/marketing-know-your-goals-first\/\">marketing? know your goals first<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/05\/how-an-assistant-can-pay-off\/\">eight things to stop doing now<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/17\/you-dont-have-to-do-everything\/\">you don\u2019t have to do everything<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/06\/why-ai-is-not-the-enemy\/\">why ai is not the enemy<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>luckily, technology has provided tools to take away this pain.<\/p>\n<p>here are just five of the tools we use currently to collect information from our clients:<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/#more-106299\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f01%2f04%2ftech-tools-make-getting-source-docs-simpler%2f&amp;t=top+tech+tools+for+building+your+new+bos+business'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f01%2f04%2ftech-tools-make-getting-source-docs-simpler%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20top%20tech%20tools%20for%20building%20your%20new%20bos%20business&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/\" title=\"email this: top tech tools for building your new bos business \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-38026 \" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-290x192.jpg\" alt=\"a businessman with some jigsaw puzzle pieces in his hand\" width=\"411\" height=\"272\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-290x192.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-590x391.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/11\/puzzlepiecesinhand_dollarphotoclub_65158372.jpg 1600w\" sizes=\"(max-width: 411px) 100vw, 411px\" \/>lots of specific recommendations for small to midsized firms.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>obtaining the source documents is the most difficult aspect of being a virtual back office support (bos). waiting for documents is the death knell for this type of work.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">workflow tools can deepen client relationships<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\">the best tech for your team and clients<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/22\/marketing-know-your-goals-first\/\">marketing? know your goals first<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/05\/how-an-assistant-can-pay-off\/\">eight things to stop doing now<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/17\/you-dont-have-to-do-everything\/\">you don\u2019t have to do everything<\/a> | <a href=\"\/\/www.g005e.com\/2022\/07\/06\/why-ai-is-not-the-enemy\/\">why ai is not the enemy<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>luckily, technology has provided tools to take away this pain.<\/p>\n<p>here are just five of the tools we use currently to collect information from our clients:<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/#more-106299\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f01%2f04%2ftech-tools-make-getting-source-docs-simpler%2f&amp;t=top+tech+tools+for+building+your+new+bos+business'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f01%2f04%2ftech-tools-make-getting-source-docs-simpler%2f&amp;title=top+tech+tools+for+building+your+new+bos+business&amp;summary=lots+of+specific+recommendations+for+small+to+midsized+firms.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0aobtaining+the+source+documents+is+the+most+difficult+aspect+of+being+a+virtual+back+office+support+%28bos%29.+waiting+for+documents+is+the+death+knell+for+this+type+of+work.%0d%0amore%3a+workflow+tools+can+deepen+cli'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f01%2f04%2ftech-tools-make-getting-source-docs-simpler%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20top%20tech%20tools%20for%20building%20your%20new%20bos%20business&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/\" title=\"email this: top tech tools for building your new bos business \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":4581,"featured_media":98562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,2306],"tags":[629],"class_list":["post-106299","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-tech-and-fintech","tag-technology","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>top tech tools for building your new bos business - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"top tech tools for building your new bos business - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/01\/04\/tech-tools-make-getting-source-docs-simpler\/\" \/>\n<meta property=\"og:site_name\" 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