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10 Steps to a Digital Practice in the
Cloud
1. Chapter 1: The Nature of the Digital Practice Model and
the Benefits to You and Your Firm
1. Staffing
2. Regulation
3. Firm Succession
4. Technology
1. Infrastructure
2. Software Applications
3. Business Processes
4. Staff and Clients
5. The 10 Steps
3. Chapter 3: Infrastructure
1. Infrastructure Defined
2. Traditional On-Premise Model
3. Managed Service Model
4. Data Center Hosting Model aka IaaS (Infrastructure as a
Service)
5. SaaS Model
6. Security in the Cloud
4. Chapter 4: Broadband
1. Broadband Defined
2. Measuring Bandwidth
3. Broadband Requirements
1. Telephone Company
2. Cable
3. Cellular
4. Regional
9. Recommendations
1. Contact Vendors
2. Main Communications Network
3. Back-up Communications Network
1. Metadata 101
2. Capture
3. Process
4. Store
5. Disseminate
6. The Big Picture
7. DMS Implementation Best Practices
1. Features Review
1. Trial Balance
2. Journal Entries
3. Financial Statements
4. Working Paper Binder
5. Engagement Management
6. Review Notes
7. Tax Software Bridge
8. Accounting Software Bridge
2. Solutions Overview
9. Chapter 9: Client Portals—Gateway to the Future
1. Security
2. Task Automation
3. Extended Workflows
4. Innovative Services
5. Developing Your Portal Strategy
1. Process Mapping
2. Scheduling and Task Assignment
3. Dynamic Rules
4. Document and File Binder
5. Review Note Tracking
6. Electronic Forms, Checklists, and Routing Sheets
7. E-mail Alerts
8. Management Reports
1. Data Encryption
2. Password Policy
3. Cloud Computing
4. Secure Data Transmission
5. Antivirus Software
6. Firewalls
7. Mobile Computing Security
8. Data Backup
2. Disaster Recovery Protection
13. Chapter 13: Developing and Implementing Your
Technology Plan
1. What Do I Do Now?
2. How Do I Approach the Process?
1. Strategy
2. Education
3. Analysis
4. Execution
5. Assessment
1. i
2. ii
3. iii
4. iv
5. v
6. vi
7. vii
8. viii
9. ix
10. x
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10 Steps to a Digital Practice in
the Cloud
NEW LEVELS OF CPA FIRM WORKFLOW
EFFICIENCY
2ND EDITION
Notice to Readers
10 Steps to a Digital Practice in the Cloud: New Levels of CPA Firm Workflow
Efficiency, Second Edition does not represent an official position of the
American Institute of Certified Public Accountants, and it is distributed with
the understanding that the author and publisher are not rendering legal,
accounting, or other professional services in the publication. This book is
intended to be an overview of the topics discussed within, and the author
has made every attempt to verify the completeness and accuracy of the
information herein. However, neither the author nor publisher can guarantee
the applicability of the information found herein. If legal advice or other
expert assistance is required, the services of a competent professional
should be sought.
Copyright © 2015 by
All rights reserved. For information about the procedure for requesting
permission to make copies of any part of this work, please email
copyright@aicpa.org with your request. Otherwise, requests should be
written and mailed to the Permissions Department, AICPA, 220 Leigh Farm
Road, Durham, NC 27707-8110.
1 2 3 4 5 6 7 8 9 0 SP 1 9 8 7 6 5
ISBN: 978-1-94165-151-3
Author Biographies
2. Would you like to feel like you have made a difference in the success
of your clients at the end of each day?
4. Do you find yourself at a point in your life where you wish you had
more choices on how to spend your time, for example, doing
recreational activities or watching your family grow, or just
spending more time relaxing in general?
Staffing
Regulation
Firm Succession
Technology
Mobile Computing
Client Portals
Extended Workflows
Infrastructure
Software Applications
Business Processes
The 10 Steps
Chapter 3: Infrastructure
Infrastructure Defined
SaaS Model
Chapter 4: Broadband
Broadband Defined
Measuring Bandwidth
Broadband Requirements
Data Communication Service
Modem
Router
Firewall
Cable
Fiber Optic
Satellite
Phone System
Telephone Company
Cable
Cellular
Regional
Recommendations
Contact Vendors
Broadband to Go
Hotspots
Windows® 7
Windows® 8
Microsoft® Office
Google Apps™
Adobe® Acrobat®
Smartphones
Android™
Apple iOS
Windows
Workflow Integration
Mid-Point Scanning
Metadata 101
Capture
Process
Store
Disseminate
Features Review
Trial Balance
Journal Entries
Financial Statements
Working Paper Binder
Engagement Management
Review Notes
Solutions Overview
Security
Task Automation
Extended Workflows
Innovative Services
Process Mapping
Scheduling and Task Assignment
Dynamic Rules
E-mail Alerts
Management Reports
The Opportunity
Data Encryption
Password Policy
Cloud Computing
Firewalls
Data Backup
What Do I Do Now?
Strategy
Education
Analysis
Execution
Assessment