10 Steps to a Digital Practice in the Cloud
by Bryan L. Smith, John H. Higgins
10 Steps to a Digital Practice in the Cloud, 2nd Edition
- Chapter 1: The Nature of the Digital Practice Model and the Benefits to You and Your Firm
- Chapter 2: The 10 Steps to a Digital Practice
- Chapter 3: Infrastructure
- Chapter 4: Broadband
- Chapter 5: The CPA Technology Toolkit
- Desktop Computer Versus Laptop
- Recommended Desktop and Laptop Configuration
- Multiple Monitors
- Selecting Monitors and Accessories
- Touch Screen Monitors
- Windows® 7
- Windows® 8
- Microsoft® Office
- Microsoft Office From the Cloud
- Google Apps™
- Adobe® Acrobat®
- Web Conferencing System
- Smartphones and Tablets
- Smartphones
- Picking Your Platform and Device
- Android™
- Apple iOS
- Windows
- Chapter 6: Scanning Solutions
- Chapter 7: Document and File Management Systems
- Chapter 8: Trial Balance Working Paper Software
- Chapter 9: Client Portals—Gateway to the Future
- Chapter 10: Workflow Software
- Chapter 11: Cloud-Based Client Accounting System
- Chapter 12: Security and Disaster Recovery
- Chapter 13: Developing and Implementing Your Technology Plan
- Chapter 14: Case Studies
- Clark Nuber P.S.: Leveraging Confirmation Software to Streamline the Audit Process
- Juravel & Company, LLC: Client Portals
- Krueger & Associates, P.A.: Leveraging a Cloud-Based Client Accounting Solution and Other Portal Applications
- Schlabig & Associates Ltd.: Outsourcing IT Infrastructure to a Data Center Hosting Service
- Appendix A: Sample Tax Services Process Review
- Appendix B: Glossary
- Appendix C: Resource Center
- Appendix D: AICPA SOC References and Resources
- Appendix E: Reporting on Controls at a Cloud Computing Service Organization
10 Steps to a Digital Practice in the Cloud
NEW LEVELS OF CPA FIRM WORKFLOW EFFICIENCY
2ND EDITION
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