{"id":51392,"date":"2017-03-07t05:00:52","date_gmt":"2017-03-07t10:00:52","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=51392"},"modified":"2017-11-01t09:05:04","modified_gmt":"2017-11-01t13:05:04","slug":"use-scanners-capture-source-documents","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/","title":{"rendered":"use scanners to capture source documents"},"content":{"rendered":"

\"a<\/a>data must be captured at three levels.
\n<\/strong><\/p>\n

by roman h. kepczyk<\/i>
\nquantum of paperless<\/i><\/a><\/p>\n

one of the keys to optimizing production processes is capturing information at its \u201croot\u201d source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive). ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents<\/p>\n

more on tech spending:<\/b> monitor real estate: more is better<\/a> | keep your tech budget updated<\/a> | mandate training programs<\/a> | turn to portal encryption<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"a<\/a>data must be captured at three levels.
\n<\/strong><\/p>\n

by roman h. kepczyk<\/i>
\nquantum of paperless<\/i><\/a><\/p>\n

one of the keys to optimizing production processes is capturing information at its \u201croot\u201d source. this means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive). ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents<\/p>\n

\n

more on tech spending:<\/b> monitor real estate: more is better<\/a> | keep your tech budget updated<\/a> | mandate training programs<\/a> | turn to portal encryption<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n

ideally, documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.
\n read more →<\/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-51392","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":"\nuse scanners to capture source documents - 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\/2017\/03\/07\/use-scanners-capture-source-documents\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"use scanners to capture source documents - 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\/2017\/03\/07\/use-scanners-capture-source-documents\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2017-03-07t10:00:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-11-01t13:05:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png\" \/>\n\t<meta property=\"og:image:width\" content=\"313\" \/>\n\t<meta property=\"og:image:height\" content=\"313\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\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\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/\"},\"author\":{\"name\":\"roman h. kepczyk\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e\"},\"headline\":\"use scanners to capture source documents\",\"datepublished\":\"2017-03-07t10:00:52+00:00\",\"datemodified\":\"2017-11-01t13:05:04+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/\"},\"wordcount\":668,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png\",\"keywords\":[\"tech\",\"technology\"],\"articlesection\":[\"pro member exclusive\",\"tech and fintech\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/\",\"url\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/\",\"name\":\"use scanners to capture source documents - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png\",\"datepublished\":\"2017-03-07t10:00:52+00:00\",\"datemodified\":\"2017-11-01t13:05:04+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png\",\"width\":313,\"height\":313,\"caption\":\"kepczyk\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"tech and fintech\",\"item\":\"\/\/www.g005e.com\/category\/tech-and-fintech\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"use scanners to capture source documents\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e\",\"name\":\"roman h. kepczyk\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg\",\"caption\":\"roman h. kepczyk\"},\"description\":\"roman h. kepczyk, cpa, is right networks director of firm technology strategy, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.\",\"url\":\"\/\/www.g005e.com\/author\/roman-kepczyk\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"use scanners to capture source documents - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/","og_locale":"en_us","og_type":"article","og_title":"use scanners to capture source documents - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2017-03-07t10:00:52+00:00","article_modified_time":"2017-11-01t13:05:04+00:00","og_image":[{"width":313,"height":313,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png","type":"image\/png"}],"author":"roman h. kepczyk","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"roman h. kepczyk","est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/"},"author":{"name":"roman h. kepczyk","@id":"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e"},"headline":"use scanners to capture source documents","datepublished":"2017-03-07t10:00:52+00:00","datemodified":"2017-11-01t13:05:04+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/"},"wordcount":668,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png","keywords":["tech","technology"],"articlesection":["pro member exclusive","tech and fintech"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/","url":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/","name":"use scanners to capture source documents - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png","datepublished":"2017-03-07t10:00:52+00:00","datemodified":"2017-11-01t13:05:04+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/kepczyk.png","width":313,"height":313,"caption":"kepczyk"},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2017\/03\/07\/use-scanners-capture-source-documents\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"tech and fintech","item":"\/\/www.g005e.com\/category\/tech-and-fintech\/"},{"@type":"listitem","position":3,"name":"use scanners to capture source documents"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/4e04fa98a30e07fa2772c9e9c4a4e98e","name":"roman h. kepczyk","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/04\/roman-kepczyk-cpa-citp-cgma-96x96.jpg","caption":"roman h. kepczyk"},"description":"roman h. kepczyk, cpa, is right networks director of firm technology strategy, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.","url":"\/\/www.g005e.com\/author\/roman-kepczyk\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/51392","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1342"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=51392"}],"version-history":[{"count":0,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/51392\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/42234"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=51392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=51392"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=51392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}