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

Click here to download.

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.

Click here to download.

SPONSORED REPORT

Time to prepare for overtime changes

As an employer, trusted business adviser, or HR professional, you will need to be aware of exemption guidance, record requirements, advice for clients, and typical problems in applying overtime pay.

QUIZ

News quiz: Good news on pay and benefits for accountants

CPAs can find much to like in recent reports, including news that their expertise and skills are in such demand that pay is expected to rise and that their employers value professional certifications.

CHECKLIST

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.