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10 Steps to a Digital Practice in the Cloud [2017]
- 1
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The Nature of the Digital Practice Model and the Benefits to You and Your Firm
- 11
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The 10 Steps to a Digital Practice
- 19
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Infrastructure
- 29
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Broadband
- 43
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The <fc>CPA</fc> Technology Toolkit
- 63
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Scanning Solutions
- 73
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Document and File Management Systems
- 81
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Trial Balance Working Paper Software
- 87
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Client Portals—Gateway to the Future
- 99
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Workflow Software
- 105
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Cloud‐Based Client Accounting System
- 111
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Security and Disaster Recovery
- 123
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Developing and Implementing Your Technology Plan
- 131
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Case Studies
- 139
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Appendix A: Sample Tax Services Process Review
- 145
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Appendix B: Glossary
- 149
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Appendix C: Resource Center
- 159
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Appendix D: <fc>AICPA SOC</fc> References and Resources
- 165
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Appendix E: Reporting on Controls at a Cloud Computing Service Organization
- i
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Front Matter
