{"id":55473,"date":"2018-10-23t18:00:37","date_gmt":"2018-10-23t22:00:37","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=55473"},"modified":"2018-10-31t14:20:05","modified_gmt":"2018-10-31t18:20:05","slug":"urge-clients-to-provide-digital-files","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/10\/23\/urge-clients-to-provide-digital-files\/","title":{"rendered":"telling clients: go digital, or just go"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-41900\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-590x443.jpg\" alt=\"abstract illustration of binary data flow\" width=\"424\" height=\"318\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-590x443.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-290x218.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-190x143.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>no more thumb drives, no more faxes.<\/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 \u201cpaperless\u201d environment is capturing information in a digital format at its \u201croot\u201d source as that information enters the firm.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2018\/10\/16\/optimize-scanning-procedures\/\">optimize scanning procedures<\/a> | <a href=\"\/\/www.g005e.com\/2018\/08\/21\/why-a-digital-tax-workflow-system-is-vital\/\">why a digital tax workflow system is vital<\/a> | <a href=\"\/\/www.g005e.com\/2018\/08\/10\/survey-cpa-firms-split-on-ocr-for-tax-scanning\/\">survey: cpa firms split on ocr for tax scanning<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/19\/hotspots-the-answer-for-field-access\/\">hotspots the answer for field access<\/a> | <a href=\"\/\/www.g005e.com\/2018\/06\/26\/proactively-manage-application-updates\/\">proactively manage application updates<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/22\/offsite-backup-critical\/\">offsite backup is critical<\/a> | <a href=\"\/\/www.g005e.com\/2018\/04\/25\/scanners-capture-documents-source\/\">scanners capture documents at the source<\/a> | <a href=\"\/\/www.g005e.com\/2018\/03\/07\/two-tech-trends-watch\/\">two tech trends to watch<\/a><br \/>\n<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. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/10\/23\/urge-clients-to-provide-digital-files\/\">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>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\/2018\/10\/23\/urge-clients-to-provide-digital-files\/#more-55473\" 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%2f2018%2f10%2f23%2furge-clients-to-provide-digital-files%2f&amp;t=telling+clients%3a+go+digital%2c+or+just+go'  ><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'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2018%2f10%2f23%2furge-clients-to-provide-digital-files%2f&amp;title=telling+clients%3a+go+digital%2c+or+just+go&amp;summary=no+more+thumb+drives%2c+no+more+faxes.%0d%0a%0d%0aby+roman+h.+kepczyk%0d%0aquantum+of+paperless%0d%0a%0d%0aone+of+the+most+critical+steps+in+transitioning+a+firm+to+a+%e2%80%9cpaperless%e2%80%9d+environment+is+capturing+information+in+a+digital+format+at+its+%e2%80%9croot%e2%80%9d+source+as+that+information+enters+the+firm.%0d%0amore%3a+optimize+scanning+procedures+%7c+wh'  ><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><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%2f2018%2f10%2f23%2furge-clients-to-provide-digital-files%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:%20telling%20clients:%20go%20digital,%20or%20just%20go&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\/2018\/10\/23\/urge-clients-to-provide-digital-files\/\" title=\"email this: telling clients: go digital, or just go \"><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><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-41900\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-590x443.jpg\" alt=\"abstract illustration of binary data flow\" width=\"424\" height=\"318\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-590x443.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-290x218.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048-190x143.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/greenbinarywormhole_dollarphotoclub_74703048.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>no more thumb drives, no more faxes.<\/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 \u201cpaperless\u201d environment is capturing information in a digital format at its \u201croot\u201d source as that information enters the firm.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2018\/10\/16\/optimize-scanning-procedures\/\">optimize scanning procedures<\/a> | <a href=\"\/\/www.g005e.com\/2018\/08\/21\/why-a-digital-tax-workflow-system-is-vital\/\">why a digital tax workflow system is vital<\/a> | <a href=\"\/\/www.g005e.com\/2018\/08\/10\/survey-cpa-firms-split-on-ocr-for-tax-scanning\/\">survey: cpa firms split on ocr for tax scanning<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/19\/hotspots-the-answer-for-field-access\/\">hotspots the answer for field access<\/a> | <a href=\"\/\/www.g005e.com\/2018\/06\/26\/proactively-manage-application-updates\/\">proactively manage application updates<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/22\/offsite-backup-critical\/\">offsite backup is critical<\/a> | <a href=\"\/\/www.g005e.com\/2018\/04\/25\/scanners-capture-documents-source\/\">scanners capture documents at the source<\/a> | <a href=\"\/\/www.g005e.com\/2018\/03\/07\/two-tech-trends-watch\/\">two tech trends to watch<\/a><br \/>\n<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. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/10\/23\/urge-clients-to-provide-digital-files\/\">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>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\/2018\/10\/23\/urge-clients-to-provide-digital-files\/#more-55473\" 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%2f2018%2f10%2f23%2furge-clients-to-provide-digital-files%2f&amp;t=telling+clients%3a+go+digital%2c+or+just+go'  ><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%2f2018%2f10%2f23%2furge-clients-to-provide-digital-files%2f&amp;title=telling+clients%3a+go+digital%2c+or+just+go&amp;summary=no+more+thumb+drives%2c+no+more+faxes.%0d%0a%0d%0aby+roman+h.+kepczyk%0d%0aquantum+of+paperless%0d%0a%0d%0aone+of+the+most+critical+steps+in+transitioning+a+firm+to+a+%e2%80%9cpaperless%e2%80%9d+environment+is+capturing+information+in+a+digital+format+at+its+%e2%80%9croot%e2%80%9d+source+as+that+information+enters+the+firm.%0d%0amore%3a+optimize+scanning+procedures+%7c+wh'  ><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%2f2018%2f10%2f23%2furge-clients-to-provide-digital-files%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:%20telling%20clients:%20go%20digital,%20or%20just%20go&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2018\/10\/23\/urge-clients-to-provide-digital-files\/\" title=\"email this: telling clients: go digital, or just go \"><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":1342,"featured_media":52606,"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":[1363,3120,2306],"tags":[120,629],"class_list":["post-55473","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","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 v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>telling clients: go digital, or just go - 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\/2018\/10\/23\/urge-clients-to-provide-digital-files\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"telling clients: go digital, or just go - 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\/2018\/10\/23\/urge-clients-to-provide-digital-files\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" 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