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Practice Tips

Practical advice, guidance and case studies written for faculty members working in practice. Aimed at helping you benefit from the capabilities and navigate the risks arising from new technology

Changing telephone systems – get on with it!

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Good old analogue telephone systems have been in place for many years in a two-office practice. This has not been without its challenges over that time.

How many silos of information exist... and why?

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Information silos occur when different individuals or groups generate or record new data, but don’t integrate or share that information so that other parts of the business can view or use them.

How can you ensure that information is set up completely?

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I have lost count of the number of times recently that I have had to send emails with screenshots asking people to ensure they tick the appropriate boxes.

The top excuses for not going paperless

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In the current working environment, which is predominantly remote for many, access is still required to information relating to clients. It is of little use when it is stuck in a filing cabinet in the office!

Mobile apps or desktop versions?

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Many software products these days have mobile apps – be it accounts software, add-on partners such as invoice processing, banks, email, office apps (word processing, spreadsheets, etc) …. the list goes on.

Please download the bank statements for the year - "How do I do that?"

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With accounting software, bank feeds and growing digital knowledge across accountants and clients this is a question that increasingly seems a little old-fashioned…it certainly becomes increasingly tiresome and time consuming to try to help.

What does 2021 have in store for IT

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There is no doubt 2020 saw some significant changes to working methods and practices and all the signs are that this will continue into 2021.

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