Information Technology

    Information Technology 

    With new technological developments occurring every day, it is difficult to simultaneously manage your firm and keep up with changes. As PCPS develops this section, we’ll post information and resources to help you stay informed and up-to-date on the latest technology trends.

    workflow technology

     Quantum Leaps in Your Firm’s Productivity

    How Workflow Technology Can Transform Your Practice Quantum of Paperless: A Partner's Guide to Accounting Firm Optimization Tech Success Tracker
    This straight-forward whitepaper answers key questions such as: what exactly is workflow, how can workflow technology transform my practice and how do I choose a workflow solution. In this recently updated book, author Roman H. Kepczyk, CPA.CITP, identifies today’s digital best practices and explains how to implement them. This tool is designed to guide you through the process of preparing for and tracking technology projects. In addition, the tool will provide aggregated data allowing you to benchmark your metrics with those of your peers.

    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
        Firm inMotion Technology Tools
    The Firm inMotion e-Toolkit will help you find your way through the latest trends, provide you with successful ideas and practices from innovative firms and offer ready-to-implement transition tips and customizable tools. Learn what technologies are on the horizon and how they can impact your people and your clients. Then develop strategies to effectively update and implement new solutions.


    The AICPA’s Information Management and Technology Assurance section supports members who offer assurance services and information management support. The security and privacy resources are a popular offering within this section and helpful in assisting firms to manage risks. The North American Top Technology Initiatives Survey is another popular section resource which dives into the core concerns and priorities that AICPA members face regarding information management and technology.



    The most recent AICPA PCPS/TSCPA National MAP Survey included a new expanded section on technology. This report includes firm data on IT oversight, expenses, as well as policies and procedures. In addition, participants provided feedback on a wide array of software product usage and delivery methods. Use this information to benchmark your firm’s technology practices!


  (formerly known as CPA2Biz) is a subsidiary of AICPA. Their web-based technology solutions targets the practice management, client services and developmental needs of firms in an increasingly complex world. In addition to its offerings, forms strategic alliances with leading solutions providers focused on the accounting profession and serves as a distributor of these solutions to firms nationwide.

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