Because personal financial firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution. On the contrary, the technology needs of a firm will be dictated by a wide variety of factors including the firm's business model, size, client profile and goals. Use this guide to navigate the vast array of technology decisions for your practice.
Download Part 1 of the 2014 edition of The CPA’s Guide to Technology in a PFP Practice. Part 2 of the guide, containing updated chapters on document management, custodians, and cloud computing, will be available in 2015. For more information on these topics, download the complete 2013 edition.