{"id":41408,"date":"2015-08-18t05:00:08","date_gmt":"2015-08-18t09:00:08","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=41408"},"modified":"2015-10-02t09:53:58","modified_gmt":"2015-10-02t13:53:58","slug":"firms-need-document-management-standards","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/","title":{"rendered":"firms need document management standards"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-42897\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg\" alt=\"pile of documents on desk stack up high waiting to be managed.\" width=\"224\" height=\"159\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-590x419.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-190x135.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 1600w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/><\/a>even if you start small, get started.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by roman h. kepczyk<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i><span style=\"font-weight: 400;\">quantum of paperless<\/span><\/i><\/a><\/p>\n<p>the network drive in most firms is not very well organized and needs the most cleanup. this happens because it is usually managed with windows explorer, which allows almost anyone to create or access a file anywhere on the drive.<\/p>\n<figure id=\"attachment_40971\" class=\"thumbnail wp-caption alignright\" style=\"width: 145px\"><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-40971\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg\" alt=\"\/\/www.g005e.com\/shop\/qop\/\" width=\"145\" height=\"144\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 240w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-146x145.jpg 146w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-190x188.jpg 190w\" sizes=\"auto, (max-width: 145px) 100vw, 145px\" \/><\/a><figcaption class=\"caption wp-caption-text\"><a href=\"\/\/www.g005e.com\/shop\/qop\/\" target=\"_blank\">learn more<\/a><\/figcaption><\/figure>\n<p style=\"padding-left: 30px;\"><em><b>more on tech spending:<\/b> <a href=\"\/\/www.g005e.com\/2015\/08\/04\/intranets-maximize-firm-knowledge\/\"><span style=\"font-weight: 400;\">how smart accounting firms use intranets to get smarter<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/28\/unified-messaging\/\"><span style=\"font-weight: 400;\">unified messaging boosts security<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/07\/enough-internet-bandwidth-crucial\/\"><span style=\"font-weight: 400;\">when is the last time you renegotiated your internet rates?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/30\/kepczyk-bandwidth\/\"><span style=\"font-weight: 400;\">remote access boosts productivity, requires planning<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/23\/kepczyk-software-updates\/\"><span style=\"font-weight: 400;\">get ahead of your software updates<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/17\/still-microsoft-office-2010-consider-2013-365\/\"><span style=\"font-weight: 400;\">blame accounting vendors: accountants stuck with outdated versions of microsoft office<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/10\/upgrading-windows-step-time\/\"><span style=\"font-weight: 400;\">ready or not, here comes windows 10<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/02\/back-check-backup\/\"><span style=\"font-weight: 400;\">back up and check your backup<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/26\/cloud-computing-can-cost-less\/\"><span style=\"font-weight: 400;\">cloud computing can cost less<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/12\/scanners-allow-data-capture-source\/\"><span style=\"font-weight: 400;\">scanners allow data capture at the source<\/span><\/a><\/em><\/p>\n<p>unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they please. the result can be files that are hard to find and slow to search across the network. <a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/#more-41408\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-42897\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg\" alt=\"pile of documents on desk stack up high waiting to be managed.\" width=\"224\" height=\"159\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-590x419.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-190x135.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443.jpg 1600w\" sizes=\"auto, (max-width: 224px) 100vw, 224px\" \/><\/a>even if you start small, get started.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by roman h. kepczyk<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i><span style=\"font-weight: 400;\">quantum of paperless<\/span><\/i><\/a><\/p>\n<p>the network drive in most firms is not very well organized and needs the most cleanup. this happens because it is usually managed with windows explorer, which allows almost anyone to create or access a file anywhere on the drive.<\/p>\n<figure id=\"attachment_40971\" class=\"thumbnail wp-caption alignright\" style=\"width: 145px\"><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-40971\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg\" alt=\"\/\/www.g005e.com\/shop\/qop\/\" width=\"145\" height=\"144\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 240w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-146x145.jpg 146w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-190x188.jpg 190w\" sizes=\"auto, (max-width: 145px) 100vw, 145px\" \/><\/a><figcaption class=\"caption wp-caption-text\"><a href=\"\/\/www.g005e.com\/shop\/qop\/\" target=\"_blank\">learn more<\/a><\/figcaption><\/figure>\n<p style=\"padding-left: 30px;\"><em><b>more on tech spending:<\/b> <a href=\"\/\/www.g005e.com\/2015\/08\/04\/intranets-maximize-firm-knowledge\/\"><span style=\"font-weight: 400;\">how smart accounting firms use intranets to get smarter<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/28\/unified-messaging\/\"><span style=\"font-weight: 400;\">unified messaging boosts security<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/07\/enough-internet-bandwidth-crucial\/\"><span style=\"font-weight: 400;\">when is the last time you renegotiated your internet rates?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/30\/kepczyk-bandwidth\/\"><span style=\"font-weight: 400;\">remote access boosts productivity, requires planning<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/23\/kepczyk-software-updates\/\"><span style=\"font-weight: 400;\">get ahead of your software updates<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/17\/still-microsoft-office-2010-consider-2013-365\/\"><span style=\"font-weight: 400;\">blame accounting vendors: accountants stuck with outdated versions of microsoft office<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/10\/upgrading-windows-step-time\/\"><span style=\"font-weight: 400;\">ready or not, here comes windows 10<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/02\/back-check-backup\/\"><span style=\"font-weight: 400;\">back up and check your backup<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/26\/cloud-computing-can-cost-less\/\"><span style=\"font-weight: 400;\">cloud computing can cost less<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/12\/scanners-allow-data-capture-source\/\"><span style=\"font-weight: 400;\">scanners allow data capture at the source<\/span><\/a><\/em><\/p>\n<p>unfortunately, there is seldom a firm standard that is adhered to, allowing users to create files with any naming convention they want and store it anywhere they please. the result can be files that are hard to find and slow to search across the network. <a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/#more-41408\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1342,"featured_media":0,"comment_status":"closed","ping_status":"open","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":[3120,2306],"tags":[120,629],"class_list":["post-41408","post","type-post","status-publish","format-standard","hentry","category-pro-member-exclusive","category-tech-and-fintech","tag-tech","tag-technology","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ 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content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2015-08-18t09:00:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2015-10-02t13:53:58+00:00\" \/>\n<meta property=\"og:image\" content=\"\/\/www.g005e.com\/wp-content\/uploads\/2015\/08\/paperstacks_dollarphotoclub_69026443-290x206.jpg\" \/>\n<meta name=\"author\" content=\"roman h. kepczyk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"roman h. kepczyk\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" 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