The Paperless Chase

Almost 65% of accounting firms believe that paperless processes are critical to their firm’s future success, according to the recent findings of the online 2008 CCH Accounting Trends Survey.

Moreover, 62% of the firms surveyed said their use of paperless solutions will evolve quickly over the next year.

The most commonly used paperless approaches are:

  • Scanning source documents (78%).
  • Storing scanned documents on a network drive (77%)
  • Performing on-screen reviews of tax returns (71%)

The firms surveyed say the top benefits of adopting paperless technologies are:

  • Improving client service (76%)
  • Improving competitiveness (71%)
  • Increasing efficiency (67%)

Source: CCH Group,


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.