{"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=\"auto, (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","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=\"auto, (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","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 v24.0 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