{"id":49534,"date":"2016-08-09t05:00:55","date_gmt":"2016-08-09t09:00:55","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49534"},"modified":"2017-05-02t12:30:06","modified_gmt":"2017-05-02t16:30:06","slug":"capture-inbound-data","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/08\/09\/capture-inbound-data\/","title":{"rendered":"going digital: how to train a client"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-39659\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-290x193.jpg\" alt=\"businesswoman at desktop computer\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a><\/strong><\/p>\n<p><strong>using passwords, encryption and portals.<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i>quantum of paperless<\/i><\/a><\/p>\n<p>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.<\/p>\n<blockquote><p><b>more on tech spending:<\/b> <a href=\"\/\/www.g005e.com\/2016\/07\/19\/what-to-keep-and-how-to-decide\/\">hit \u2018delete,\u2019 but only when it\u2019s time<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/05\/why-firm-knowledge-needs-standards\/\">smart firms don\u2019t happen by accident<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/14\/bandwidth-how-much\/\">bandwidth: how much?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/05\/24\/ready-office-365\/\">are you ready for office 365?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/05\/03\/server-vs-cloud\/\">server vs. cloud<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/08\/09\/capture-inbound-data\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/strong><\/p><\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/08\/09\/capture-inbound-data\/#more-49534\" 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\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-39659\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-290x193.jpg\" alt=\"businesswoman at desktop computer\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/03\/businesswomanatcomputer_dollarphotoclub_56377113.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a><\/strong><\/p>\n<p><strong>using passwords, encryption and portals.<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i>quantum of paperless<\/i><\/a><\/p>\n<p>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.<\/p>\n<blockquote>\n<p><b>more on tech spending:<\/b> <a href=\"\/\/www.g005e.com\/2016\/07\/19\/what-to-keep-and-how-to-decide\/\">hit \u2018delete,\u2019 but only when it\u2019s time<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/05\/why-firm-knowledge-needs-standards\/\">smart firms don\u2019t happen by accident<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/14\/bandwidth-how-much\/\">bandwidth: how much?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/05\/24\/ready-office-365\/\">are you ready for office 365?<\/a> | <a href=\"\/\/www.g005e.com\/2016\/05\/03\/server-vs-cloud\/\">server vs. cloud<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/08\/09\/capture-inbound-data\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/strong><\/p>\n<\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/08\/09\/capture-inbound-data\/#more-49534\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1342,"featured_media":42234,"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":[3120,2306],"tags":[120,629],"class_list":["post-49534","post","type-post","status-publish","format-standard","has-post-thumbnail","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 - 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