Information Technology

    Leveraging Technology 

    With new technological developments occurring every day, it is difficult to simultaneously manage your firm and keep your finger on the pulse of technology. As we’re developing this resource for you, we’ll post information that can help you stay informed of the latest trends, developments and risks.

    Digital Practice

     Quantum Leaps in Your Firm’s Productivity

    Transforming Your Client Accounting Services
    10 Steps to a Digital Practice in the Cloud Quantum of Paperless: A Partner's Guide to Accounting Firm Optimization Transforming Your Client Accounting Services
    This whitepaper walks through the steps and examines how leveraging technology and moving to the cloud will improve the quality, efficiency, and profitability of the services you offer your clients. In this recently updated book, author Roman H. Kepczyk, CPA.CITP, identifies today’s digital best practices and explains how to implement them. This whitepaper will posit ideas on how firms can position, package, and price client accounting services to increase the level of service that clients receive.

    IT Corner with Roman
      These short monthly articles, authored by Roman H. Kepczyk, CPA.CITP are filled with quick tips and helpful advice to help firms optimize internal production processes within their tax, audit, client services and administrative areas.

    Highlighted Resources

    The Cloud

    The Cloud

    It’s here to stay. Whether your firm is already immersed, or is thinking down the road, these articles and whitepapers are focused on how the Cloud can transform your firm.

    Related articles

    Related Articles

    125 Technology Quick Tips
    Check out these tips to increase your efficiency and explore tricks that can help you become a tech wiz!

    Securing Remote Devices
     Review this checklist of control procedures to see what your firm can be doing to help mitigate the risks of remote-access technologiesJumping Into the Cloud: Are You There Yet?
    For those practitioners who have not yet made the leap to the cloud, there are many advantages to consider and some planning to do.

    Five apps CPAs should have on their smart device
    Take your mobile productivity to a whole new level with this article written by David Cieslak.

    Deeper Dive

    Deeper Dive

    The AICPA’s Information Technology Center provides a section on their Web site dedicated to privacy, which is a risk management issue for all organizations. Privacy includes the rights and obligations of organizations with respect to the collection, use, disclosure and retention of personal information. This section even includes a Privacy Checklist for CPAs which gives guidance on best practices.

    Effective Websites for CPAs
    More and more CPAs are discovering the benefits of having a solid web presence. Most CPAs agree they need help with lead generation, client development and other marketing tasks. But, where do you start? With all the other responsibilities on your shoulders, who has time to research, organize and oversee the creation of a website? That's precisely why Effective Websites for CPAs was written.

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