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.
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.
The PCPS Cybersecurity Toolkit provides learning resources, staff training tools, and tools to use with clients to assess their needs for Cybersecurity resources. Together, these tools will help your firm analyze your service opportunities and assist in building a Cybersecurity practice.
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.
- Tax Season Tune-Up Checklist - December 2017
- Lean Tax Quality Control Opportunities - November 2017
- Protecting Your Mobile Workstation (Laptop) - October 2017
- Building a Learning Culture in Your Firm - September 2017
- Do Your Digital Processes Frustrate or Delight? - August 2017
- "LEAN" Tax Production Opportunities - July 2017
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.
CPA.com (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, CPA.com forms strategic alliances with leading solutions providers focused on the accounting profession and serves as a distributor of these solutions to firms nationwide.