The Five Rules of Smart Tech

How the best managing partners stay on top of technology.

By Marc Rosenberg
Quantum of Paperless: The Partner’s Guide to Accounting Firm Optimization

The duties of managing partners encompass a long list of critically important management functions. Certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability, and efficiency.

More Quantum of Paperless: Firms Need ‘Best Practices’ Manuals  |  Optimize Scanning Procedures  |  Why a Digital Tax Workflow System is Vital  | How Long Do You Need That File?  |  Don’t Underestimate Document Management  | Digital Communications Unify Messaging  | Hotspots the Answer for Field Access  | Check Your Bandwidth  | Remote Access Requires Planning  | Proactively Manage Application Updates  |

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This can be quite challenging because, unlike most managing partner duties, managing the technology function is a highly technical skill that most managing partners don’t have. So, they need to be smart. They need to know what they don’t know and rely on experts, both inside and outside of the firm, to guide them.