Topic: tech trends

Laptop-Only Workers More Common

Desktops still hold value; tablets less so. By Roman H. Kepczyk Quantum of Paperless Getting the right mix of mobility is critical for firms today. The professional’s Rule of Thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine. MORE ON TECH SPENDING: Scanners Allow Data Capture at the Source | In PC Monitors, More Is Better | Standardize QuickBooks Support for Clients | How to Choose the Right Client Portal Solution | Streamlining Bill-Paying at CPA Firms | Automating Bank Deposits Offers Instant ROI | The 3 Reasons Firms Are Migrating to Digital Timesheets | Accounting Firms Run on More […]

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SURVEY RESULTS: Deal-Savvy CPAs Look to Lenovo Computers

Lenovo challenges Dell and HP’s dominance with competitive pricing on desktops. By CPA Trendlines Research Accounting Firm Operations and Technology Survey Attracted by competitive pricing, accountants are increasingly turning to Lenovo as their primary desktop computer and challenging the dominant positions of Dell and Hewlett-Packard, according to new survey results available from CPA Trendlines. To be sure, the Accounting Firm Operations and Technology Survey shows Lenovo still dwarfed by Dell and HP. But Dell’s position is hardly changing, HP’s appears to be declining and Lenovo is coming on strong, almost doubling its share of the profession.

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Scanners Allow Data Capture at the Source

Minimize paper handling right at the gate. By Roman H. Kepczyk Quantum of Paperless One of the keys to optimizing production processes is capturing information at its “root” source. This means when data enters your firm, regardless of the format (mail, fax, email or on a flash drive). MORE ON TECH SPENDING: In PC Monitors, More Is Better | Standardize QuickBooks Support for Clients | How to Choose the Right Client Portal Solution | Streamlining Bill-Paying at CPA Firms | Automating Bank Deposits Offers Instant ROI | How to ‘Go Digital’ when Partners Demand Monthly P&Ls on Paper | The 3 Reasons Firms Are Migrating to Digital Timesheets | Digital Tools Streamline Audit Production | Tech Tools for Today’s Properly […]

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In PC Monitors, More Is Better

No, just one 40-inch monitor won’t do… and three reasons why. By Roman H. Kepczyk Quantum of Paperless The best place to start the discussion on hardware is with monitors as it is the easiest place to see an immediate return on your IT investment. Your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production. MORE ON TECH SPENDING: Make Virus Protection a No-Brainer | 3 Steps to Truly Reliable Backup | Moving to the Cloud? Do These 6 Things First | 4 Steps to Save On Hardware Spending | In a Pinch, Use Your Phone as a Scanner | Do You Have 3 Computer Monitors? Why Not? Transitioning […]

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The Tech Risks Accountants Would Rather Ignore

New study reveals widespread weaknesses in accounting firm technology strategies. By Rick Telberg CPA Trendlines Research Accountants aren’t known for their risky decisions. Quite the opposite, in fact. In most things, accountants are paragons of caution and care. That’s, “in most things.” But as the “Accounting Firm Operations and Technology Survey,” published by CPA Trendlines, shows again and again, accountants are taking sometimes potentially disastrous risks with their firms and – worse – with their clients.

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Workflow Automation Takes Root in Mainstream CPA Firms

Tax season 2015 sees 59% of firms using digital production systems. By CPA Trendlines Research The tax and accounting profession appears to have made a quantum leap with Busy Season 2015, by broadly embracing workflow automation to optimize production, control costs and speed delivery, according to data made available to CPA Trendlines. The Association for Accounting Administration, in a study led by CPA Trendlines contributor Roman Kepczyk, author of Quantum of Paperless: The Partners Guide to Accounting Firm Optimization, finds that in the general movement toward paperless, or at least less paper, firms are increasing their use of technology to save more trees than ever. The survey compared findings in 2013 with what firms expected to do in the 2015 busy season. A big […]

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3 Steps to Truly Reliable Backup

If you still have a tape drive, you won’t for long. By Roman H. Kepczyk Quantum of Paperless Your firm’s safety net in the event of any disaster is your data backup. It better be consistently performed and securely stored offsite. Typically, firms have a problem when their old backup systems fail or the tapes don’t complete because there’s too much data to fit. This is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete. MORE ON TECH SPENDING: Moving to the Cloud? Do These 6 Things First | 4 Steps to Save On Hardware Spending | In a Pinch, Use Your […]

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NEW SURVEY RESULTS: The 2nd Annual Accounting Firm Operations and Technology Report

Randy Johnston, CEO and founder, Network Management Group, Inc.; Leslie Garrett, Ph.D., CEO of Insight Research Group; and Brian Tankersley, editor of the publication announce the release of their 2nd Annual Accounting Firm Operations and Technology Survey eBook. The survey is published in cooperation with CPA Trendlines.  “We are very pleased with this year’s survey participation, we have respondents from all 50 states and our number of respondents doubled over last year’s results, further validating the data,” said Garrett. Available for sale exclusively at Store.CPATrendlines

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Why CPAs Need to Worry about Cyber Crime (Especially in Tax Season)

And what to do about it. By Kenneth J. Mackunis Aon Affinity Why worry? The quick answer: Client files are worth large sums of money! A CPA’s confidential client data, such as names, addresses, dates of birth and Social Security numbers, provide a target-rich environment for thieves. Tax refund fraud is the No. 1 cyber crime facing CPAs today, according to the AICPA. Criminals use stolen records to file phony tax returns and receive refunds. The IRS issued 1.1 million refunds to people using stolen Social Security numbers in 2012, which resulted in fraudulent tax refunds of $3.6 billion.

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