The paper predicament

What CPAs need to know most about making the move to digital document management

Sponsored by SurePayroll, CCH, Doc.It and CCH Small Firm Services

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From sole practitioners and small business owners to leaders at Big Four accounting firms and global financial executives, CPAs are taking every available measure to boost efficiency, build the bottom line, safeguard information, and, increasingly, become environmentally conscious. At the intersection of those pressures is the continuing move away from paper and toward digital document management.

Organizations each have their own story to tell about the path to paperless. In this Special Focus Report, four experts in digital solutions share their knowledge, insights, and best practice tips for creating and maintaining a paperless system.

Contributing to the report are Teresa Mackintosh, software executive vice president and general manager at CCH, a part of Wolters Kluwer; Kerri Gibson, director, ATX Product Management for CCH Small Firm Services, a Wolters Kluwer Tax and Accounting company; Brock Philp, president and CEO of Doc.It; and Michael Alter, CEO and president of SurePayroll, a Paychex company.

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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.