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.

    workflow technology

     Quantum Leaps in Your Firm’s Productivity

    Transforming Your Client Accounting Services
    How Workflow Technology Can Transform Your Practice Quantum of Paperless: A Partner's Guide to Accounting Firm Optimization Transforming Your Client Accounting Services
    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 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!

    Jumping 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 Management and Technology Assurance 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.

    MAP Survey Report on Technology
    The 2014 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 take your firm to the next level!

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