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Courtesy of Emsco Solutions
http://www.CPAMobileSecurityChecklist.com
How Oklahoma CPAs
Use Tablets For Efficiency
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
Sponsored by http://www.CPAMobileSecurityChecklist.com
Ron Vaughn Solutions Specialist
Tablets in particular have
emerged as the preferred
option
Sponsored by http://www.CPAMobileSecurityChecklist.com
Ron Vaughn Solutions Specialist
for helping financial
professionals work more
accurately and efficiently
from any location
Sponsored by http://www.CPAMobileSecurityChecklist.com
Ron Vaughn Solutions Specialist
Improved Communication
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Ron Vaughn Solutions Specialist
This level of real-time
communication results
in more efficient use
of the advisor’s time,
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Ron Vaughn Solutions Specialist
as well as improved customer
service and better teamwork
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Ron Vaughn Solutions Specialist
• Sending files to clients and
coworkers immediately,
without having to return
to the office first
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Ron Vaughn Solutions Specialist
• Making presentations
to clients and submitting
meeting notes to the office
afterward
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Ron Vaughn Solutions Specialist
• Interacting with colleagues
while traveling
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Ron Vaughn Solutions Specialist
The Moveable Office
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Ron Vaughn Solutions Specialist
One of the greatest benefits
of using a tablet for work is
the ability to commence
a project on a desktop PC,
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Ron Vaughn Solutions Specialist
sync the content with the
tablet, and work on it later
at a remote location
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Ron Vaughn Solutions Specialist
An App for Every Task
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Ron Vaughn Solutions Specialist
CPAs in Oklahoma can use
apps such as Quickoffice or
Keynote
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Ron Vaughn Solutions Specialist
to create slick, professional-
looking client presentations
and even edit them moments
before the meeting
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Ron Vaughn Solutions Specialist
Dropbox is an excellent
resource for document
sharing
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Ron Vaughn Solutions Specialist
while Evernote helps a busy,
time-strapped professional
stay organized
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Ron Vaughn Solutions Specialist
Elimination of Workplace
Clutter
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Ron Vaughn Solutions Specialist
The dual rise of tablets and
digitized files have made the
acres of printouts redundant,
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Ron Vaughn Solutions Specialist
allowing CPAs to be more
organized and retrieve
important files
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Ron Vaughn Solutions Specialist
Bottom Line
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Ron Vaughn Solutions Specialist
All of these factors contribute
to a more efficient workplace
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Ron Vaughn Solutions Specialist
and ensure that tablets will
remain a central part of the
financial services industry
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Ron Vaughn Solutions Specialist
Does your firm use tablets?
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Ron Vaughn Solutions Specialist
If so, have you noticed
a corresponding rise in
workplace efficiency?
Sponsored by http://www.CPAMobileSecurityChecklist.com
Ron Vaughn Solutions Specialist
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