Information Technology

IT Resources and Tools 

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 A CPA's Introduction to Cybersecurity
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 guide provides a general overview of cybersecurity. What is it? What are the threats to your firm and your clients? And what best practices should your firm implement to protect against cyber threats?

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.




    CPAs can help their clients by providing advisory or assurance services that address risks associated with cybersecurity. Visit the AICPA Cybersecurity Resource Center to access cybersecurity news, information, learning opportunities and events and better understand the challenges and opportunities surrounding this critical issue.


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. (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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