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Appendix A: Sample Tax Services Process Review
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Appendix A: Sample Tax Services Process Review
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
The Digital Practice Value Proposition
Key Challenges for Today’s CPA Firm and Technology’s Role
Staffing
Regulation
Firm Succession
Technology
Key Trends in CPA Technology
Cloud Computing (aka SaaS)
Mobile Computing
Client Portals
Extended Workflows
Benefits of the Digital Practice Model
Quality of Client Service
Stronger Client Relationships
Do More With Less Effort
Enhance the Overall Value of Your Firm
Chapter 2: The 10 Steps to a Digital Practice
Strategic View of IT Model
Infrastructure
Software Applications
Business Processes
Staff and Clients
The 10 Steps
Chapter 3: Infrastructure
Infrastructure Defined
Traditional On-Premise Model
Managed Service Model
Data Center Hosting Model aka IaaS (Infrastructure as a Service)
SaaS Model
Security in the Cloud
Chapter 4: Broadband
Broadband Defined
Measuring Bandwidth
Broadband Requirements
Data Communication Service
Modem
Router
Wireless Access Point
Firewall
Wired Versus Wireless
Wired Service Options
DSL (Digital Subscriber Line)
Tier 1–5 (T1, T2, T3, T4, and T5)
Cable
Fiber Optic
Wireless Service Options
Wi-Fi (Wireless Fidelity)
Cellular (3G, 4G)
WiMAX (Worldwide Interoperability for Microwave Access)
Satellite
How to Determine What You Need
The Number of Users Working in Your Office
Number and Type of Cloud Applications
Size and Type of Data Transmitted
Upload Versus Download Speed
Thick Client Versus Thin Client
Phone System
Where to Get Your Broadband
Telephone Company
Cable
Cellular
Regional
Recommendations
Contact Vendors
Main Communications Network
Back-up Communications Network
Two Alternative Approaches
Broadband to Go
Hotspots
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
Centralized Versus Distributed Scanning
Alternative Scanning Devices
Scanner Features
Advanced Document Processing Software for Tax Preparation
Workflow Integration
Front End Scanning
Mid-Point Scanning
Back End Scanning
Chapter 7: Document and File Management Systems
Metadata 101
Capture
Process
Store
Disseminate
The Big Picture
DMS Implementation Best Practices
Chapter 8: Trial Balance Working Paper Software
Features Review
Trial Balance
Journal Entries
Financial Statements
Working Paper Binder
Engagement Management
Review Notes
Tax Software Bridge
Accounting Software Bridge
Solutions Overview
Chapter 9: Client Portals—Gateway to the Future
Security
Task Automation
Extended Workflows
Innovative Services
Developing Your Portal Strategy
Stage 1: Document and File Exchange
Stage 2: Workflow Integration
Stage 3: Aggregation and Single Sign-on
Stage 4: Third Party Cloud Applications
Portal Deployment Checklist
Chapter 10: Workflow Software
Process Mapping
Scheduling and Task Assignment
Dynamic Rules
Document and File Binder
Review Note Tracking
Electronic Forms, Checklists, and Routing Sheets
E-mail Alerts
Management Reports
Chapter 11: Cloud-Based Client Accounting System
It Is Time for a Change
Inefficiencies With the Traditional Client Accounting Model
Much Improved Service With the Cloud Accounting Model
The Opportunity
The Economic Model
Chapter 12: Security and Disaster Recovery
Data Security Strategies
Data Encryption
Password Policy
Cloud Computing
Secure Data Transmission
Antivirus Software
Firewalls
Mobile Computing Security
Data Backup
Disaster Recovery Protection
Chapter 13: Developing and Implementing Your Technology Plan
What Do I Do Now?
How Do I Approach the Process?
Strategy
Education
Analysis
Execution
Assessment
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
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Chapter 14: Case Studies
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Appendix B: Glossary
Appendix A: Sample Tax Services Process Review
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