Where does a scanner fit in the accounting workflow? With the continued momentum and focus on the “paperless” office, Fujitsu scanners have become an integral component of modern accounting and tax firms, streamlining workflow and enhancing business efficiencies. Many CPAs require a scanner to digitize documents so they can avoid
Information management and technology assurance
Howard Brown: Doc.It Does What Most Engagement Software Can’t
How does Doc.It work? Within Doc.It Suite, we have replaced the paper file room with the Doc.It Archive. We have replaced the paper document with PDFs. Every client engagement is finalized and stored as a PDF in the Doc.It Archive. Every PDF is secure, searchable, properly named, assigned a retention
Mike Sabbatis: Beyond Paperless – Cloud Computing and Powerful Suites
What’s “the next big thing” in going digital? Two of the biggest things are cloud computing and highly integrated suites. Some firms are already taking advantage of what’s being offered today, but these will become industry standard in the next few years. Cloud computing is the next technology paradigm. The
Special Focus Report: Paperless Office
Sponsored by: CCH, a Wolters Kluwer business, Doc.It, Fujitsu and SurePrep. Scott Francis: Scanners Offer Out-of-the-Box ProductivityFujitsu VP pinpoints the ROI Mike Sabbatis: Beyond Paperless – Cloud Computing and Powerful SuitesCCH president sees a future beyond merely “paperless” David Wyle: The Next Frontier of Tax WorkpapersSurePrep president and CEO says a
David Wyle: The Next Frontier of Tax Workpapers
How far along is the profession in adopting “paperless” solutions? We see paperless as having three main components, the first being storage and retrieval. Most firms have implemented scanners and some type of document management system. In this area, the industry is at least 70% of the way there, probably
Add Those Handy Check Boxes to Easily Select Multiple Files in Windows Explorer
Q: In your June 2010 column you talked about a tool that can add small check boxes next to files in Windows Explorer and shortcut icons so you can easily select several widely scattered items for copying, moving or deleting without the need to hold down the Ctrl button while
How We Contribute to the Success of Spam
Would you believe that nearly half of the computer users who come upon an e-mail that they know or suspect is spam will intentionally open it? The three main reasons given for clicking on the spam e-mail are curiosity, interest in the product the e-mail offers or a belief they
A Microsoft Backup Program That’s Powerful—and Free
Since I often preach about the value—no, the necessity—of backing up data, I get loads of e-mails from readers asking for backup software recommendations. I hesitate suggesting a commercial product. Instead, I suggest readers do a Google search, relying on expert reviewers. But I just came across a new backup
If You Don’t Use Internet Explorer, You Can Safely Remove It
Q: I use Firefox as my default Internet browser instead of Windows’ default browser, Internet Explorer. Can I remove Explorer from my computer without creating a problem? A: Yes, many people prefer Firefox as their browser. It’s easy to remove Internet Explorer, and it won’t create a problem. However, unless
Make Hyperlinks in Excel Cells Invisible When the Worksheet Is Printed
Q: I insert hyperlinks in some cells of Excel reports that I eventually distribute to clients. However, those hyperlinks are for my information only: I don’t want them to appear in the reports. Is there some way I can hide the hyperlinks so they don’t show in the printed report?
How to Edit the Text That You Paste Into Spreadsheet Cells
Q: I frequently paste explanatory text into my Excel spreadsheets. But when I paste text that includes more than one paragraph, each paragraph gets popped into separate cells. How can I get them to stay in one cell? A: You’ve touched on a little-known peculiarity of Excel. If you copy
Data Security Remains Top Concern for CPAs, Survey Shows
Data security will remain the most pressing concern for CPAs and their clients over the next 12 to 18 months, according to the AICPA’s 21st annual Top Technology Initiatives Survey, which was unveiled this week. This is the eighth consecutive year the issue has made the top of the list.
Pin a Worksheet, Page or Even an App Like the Calculator to a Screen, and It Will Stay on Top
Q: For years I’ve been looking for an application that would place on my screen a spreadsheet table or an app like the Calculator, and it would remain there as I maneuvered from one worksheet to another or from one file to another. That way I could always instantly reference
Fortify Your Facebook Privacy Settings
Thousands of CPAs and many state CPA societies are using Facebook to help establish and maintain relationships. A search for “CPA” on Facebook yields more than 31,000 results. As more CPAs continue to embrace this venue, privacy concerns are on the rise. As a CPA, I use Facebook both professionally
Firm Up Your Data Security
Given the many threats organizations face in protecting critical information and processes, an information security policy is arguably one of the most important documents an organization can create. Consider these best practices for creating a new security policy and keeping an existing policy up to date. —By Ron Box, CPA/CITP/CFF,
Personalize Windows 7 With a Versatile Tweaking Tool
Q: Back in the old days—that is, when I was still using XP—I downloaded a neat freeware utility from Microsoft that let me tweak my computer’s settings in multiple ways. Is there anything like that for Windows 7? A: Yes, it’s called the Ultimate Windows Tweaker, and it works in
Alternatives for the Lost Compressed-Weekend Option in Outlook 2007
Q: Did Microsoft hide the compressed-weekend option in Outlook 2007, where Saturday and Sunday share one box in the calendar? A: No, it’s not hidden, it has been removed. However, there are some things you can do to partially compensate for the loss. For example, you can adjust your calendar
A One-Click Way to Close Multiple Applications—Free
Consider this scenario: You’ve got six applications open, and to apply a program’s upgrade or to shut down your computer for the night, you’ve got to close each of those open apps—one at a time. This means you first have to save any files that need saving and then click
Shortcuts
Excel: A quick way to copy the number in a cell that is immediately above the cell you’re in: Press Ctrl+” (that’s Ctrl plus the quote mark, which means you have to hold down the Shift key as well). That also copies the number’s formatting. Word: To format (bold, underline,
Jobs Key to Consumer Confidence
Job growth is at the heart of increasing consumer confidence and growing the economy, Quincy Krosby, chief market strategist for Prudential Financial, told AICPA Council members Tuesday in San Diego. “If we don’t bring the word ‘confidence’ in, small business owners will be afraid to hire. They are worried about
Features
FROM THIS MONTH'S ISSUE
Data governance: How finance builds trust in data
Learn how finance can use data governance to improve data quality, strengthen internal controls, and build trust in business data.
