{"id":80447,"date":"2021-01-19t19:00:14","date_gmt":"2021-01-20t00:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80447"},"modified":"2021-03-02t20:37:59","modified_gmt":"2021-03-03t01:37:59","slug":"teach-your-clients-to-send-info-digitally","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/01\/19\/teach-your-clients-to-send-info-digitally\/","title":{"rendered":"teach your clients to send info digitally"},"content":{"rendered":"<figure id=\"attachment_52780\" class=\"thumbnail wp-caption alignright\" style=\"width: 424px\"><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-52780\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1-424x236.jpeg\" alt=\"\" width=\"424\" height=\"236\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1-424x236.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><figcaption class=\"caption wp-caption-text\">concept of sending e-mails from your computer<\/figcaption><\/figure>\n<p><strong>email is comfortable, but not always secure.<br \/>\n<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><\/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<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.<\/p>\n<p>email has been the most frequent tool used as most clients are comfortable attaching a spreadsheet or document and sending it to the firm. this method allows the digital file to be easily accessed and saved into the firm\u2019s file storage applications. <a href=\"\/\/www.g005e.com\/2021\/01\/19\/teach-your-clients-to-send-info-digitally\/#more-80447\" 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%2f2021%2f01%2f19%2fteach-your-clients-to-send-info-digitally%2f&amp;t=teach+your+clients+to+send+info+digitally'  ><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%2f2021%2f01%2f19%2fteach-your-clients-to-send-info-digitally%2f&amp;title=teach+your+clients+to+send+info+digitally&amp;summary=%5bcaption+id%3d%22attachment_52780%22+align%3d%22alignright%22+width%3d%22424%22%5d+concept+of+sending+e-mails+from+your+computer%5b%2fcaption%5d%0d%0a%0d%0aemail+is+comfortable%2c+but+not+always+secure.%0d%0a%0d%0a%0d%0aby+roman+h.+kepczyk%0d%0a%0d%0aone+of+the+most+critical+steps+in+transitioning+a+firm+to+a+paperless+environment+is+capturing+information+in+a+digital+forma'  ><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%2f2021%2f01%2f19%2fteach-your-clients-to-send-info-digitally%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:%20teach%20your%20clients%20to%20send%20info%20digitally&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\/2021\/01\/19\/teach-your-clients-to-send-info-digitally\/\" title=\"email this: teach your clients to send info digitally \"><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":"<figure id=\"attachment_52780\" class=\"thumbnail wp-caption alignright\" style=\"width: 424px\"><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-52780\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1-424x236.jpeg\" alt=\"\" width=\"424\" height=\"236\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1-424x236.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/09\/emaillaptop_adobestock_90841968-1.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><figcaption class=\"caption wp-caption-text\">concept of sending e-mails from your computer<\/figcaption><\/figure>\n<p><strong>email is comfortable, but not always secure.<br \/>\n<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><\/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<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.<\/p>\n<p>email has been the most frequent tool used as most clients are comfortable attaching a spreadsheet or document and sending it to the firm. this method allows the digital file to be easily accessed and saved into the firm\u2019s file storage applications. <a href=\"\/\/www.g005e.com\/2021\/01\/19\/teach-your-clients-to-send-info-digitally\/#more-80447\" 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%2f2021%2f01%2f19%2fteach-your-clients-to-send-info-digitally%2f&amp;t=teach+your+clients+to+send+info+digitally'  ><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%2f2021%2f01%2f19%2fteach-your-clients-to-send-info-digitally%2f&amp;title=teach+your+clients+to+send+info+digitally&amp;summary=%5bcaption+id%3d%22attachment_52780%22+align%3d%22alignright%22+width%3d%22424%22%5d+concept+of+sending+e-mails+from+your+computer%5b%2fcaption%5d%0d%0a%0d%0aemail+is+comfortable%2c+but+not+always+secure.%0d%0a%0d%0a%0d%0aby+roman+h.+kepczyk%0d%0a%0d%0aone+of+the+most+critical+steps+in+transitioning+a+firm+to+a+paperless+environment+is+capturing+information+in+a+digital+forma'  ><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%2f2021%2f01%2f19%2fteach-your-clients-to-send-info-digitally%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:%20teach%20your%20clients%20to%20send%20info%20digitally&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/01\/19\/teach-your-clients-to-send-info-digitally\/\" title=\"email this: teach your clients to send info digitally \"><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":59128,"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":[1363,3120,3002,2306],"tags":[120,629],"class_list":["post-80447","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-tech-and-fintech","tag-tech","tag-technology","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this 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