how oklahoma cpas use tablets for efficiency (slideshare)

Courtesy of Emsco Solutions

http://www.CPAMobileSecurityChecklist.com

How Oklahoma CPAs

Use Tablets For Efficiency

http://www.cpamobilesecuritychecklist.com/

Sponsored by http://www.CPAMobileSecurityChecklist.com

Ron Vaughn Solutions Specialist

There has been a significant

increase in mobile technology

use among Oklahoma CPAs

in the last few years




Tablets in particular have

emerged as the preferred

option




for helping financial

professionals work more

accurately and efficiently

from any location




Improved Communication




This level of real-time

communication results

in more efficient use

of the advisor’s time,




as well as improved customer

service and better teamwork




• Sending files to clients and

coworkers immediately,

without having to return

to the office first




• Making presentations

to clients and submitting

meeting notes to the office

afterward




• Interacting with colleagues

while traveling




The Moveable Office




One of the greatest benefits

of using a tablet for work is

the ability to commence

a project on a desktop PC,




sync the content with the

tablet, and work on it later

at a remote location




An App for Every Task




CPAs in Oklahoma can use

apps such as Quickoffice or

Keynote




to create slick, professional-

looking client presentations

and even edit them moments

before the meeting




Dropbox is an excellent

resource for document

sharing




while Evernote helps a busy,

time-strapped professional

stay organized




Elimination of Workplace

Clutter




The dual rise of tablets and

digitized files have made the

acres of printouts redundant,




allowing CPAs to be more

organized and retrieve

important files




Bottom Line




All of these factors contribute

to a more efficient workplace




and ensure that tablets will

remain a central part of the

financial services industry




Does your firm use tablets?




If so, have you noticed

a corresponding rise in

workplace efficiency?




Let us know your thoughts

in the Comments box below


Copyright © Emsco Solutions

Learn How to Maintain Your

Pristine Reputation as a

Trusted Advisor to Your Clients

Download Your Free

Oklahoma CPA Mobile Security Checklist

Now at http://www.CPAMobileSecurityChecklist.com


how oklahoma cpas use tablets for efficiency (slideshare)

Technology