Mark Schilling

Lawyers are moving to SharePoint: Here’s Why

By Mark Schilling / February 20, 2024

In the past, law firms were required to have powerful servers in their office to run their practice management software, store their files, and other tasks their users needed access to.  While there are still some circumstances where this is needed, the chances of that being your firm is low. I can count on one…

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Employee being offboarded

Dropping the Ball on Employee Onboarding/Offboarding – A Bad Look and a Cybersecurity Risk 

By Mark Schilling / February 20, 2024

Time to address one of the most notorious IT blunders that organizations fall victim to: the employee offboarding.  Seems simple, right?   “We have a user leaving… abruptly. We need their access cut off… quickly.”  The combination of not defining what this means and the time sensitive nature of some of these requests is a perfect combination…

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Monitoring Employee Productivity in Modern Law Firms – A Balanced Approach

By Mark Schilling / February 20, 2024

While we all have hopes that every employee will give 100% every day and move the business forward, that’s not always the case. Without solid Key Performance Indicators, expectations, and accountability, it’s easy for employees to not have the guidance or direction they need to succeed.   Productivity is not the only reason to monitor the…

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How Lawyers are Scaling their Firms Using Cloud Technology

By Mark Schilling / February 19, 2024

As law firms seek to scale, innovate, and remain competitive, cloud technology is proving to be an indispensable asset. Is your law firm ready for this digital shift?  In this blog, we’ll cover the following:  The reason law firms are embracing the cloud   The benefits of cloud technology that are directly contributing to the scalability…

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Doctor Googling HIPAA

Why Physicians Should Care About Protecting Patient Data

By Mark Schilling / February 19, 2024

Physicians have a lot on their plates: managing busy schedules, staying up to date with medical advancements, and providing the best possible care to their patients.   Amidst all these responsibilities, it can be easy to overlook the importance of cybersecurity and Health Insurance Portability and Accountability Act (HIPAA) compliance. However, protecting patients’ personal health information…

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Microsoft 365

Are Microsoft 365 and SharePoint HIPAA Compliant?

By Mark Schilling / February 19, 2024

Healthcare organizations are, like many others, in the middle of digital transformation. A new generation of tools and tech promise all sorts of real benefits, from increased efficiency to fewer errors to better data-driven decision-making. But getting from wherever you are right now in terms of your organization’s relationship with technology to wherever it is…

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5 Actionable Technology Tips to Elevate Your Accounting Firm Immediately

By Mark Schilling / February 15, 2024

The accounting landscape is ever evolving, with technology driving many of these changes. If you’re keen on bringing immediate improvements to your accounting firm (who wouldn’t be?), here are five actionable tips to get you started:  Embrace Cloud Accounting Solutions  There’s a reason you keep hearing about the cloud: If you haven’t already, implementing the…

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Why No One At Your Accounting Firm Should Have a Single Monitor

By Mark Schilling / February 15, 2024

With such a simple title, you may be asking yourself, “You really wanted to write an entire blog on this simple topic?”  The answer is… not really. However, it HAS to be addressed.  The prevalence of a single monitor in accounting firms is seriously hindering productivity.  You hear vendors pitching you client portals, AI tools,…

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Understanding the FTC Safeguards Rule and its Impact on Accountants 

By Mark Schilling / February 15, 2024

The digital age has brought unparalleled opportunities for businesses, but it has also introduced challenges in safeguarding customer data. Recognizing this, the Federal Trade Commission (FTC) introduced the Standards for Safeguarding Customer Information, commonly referred to as the Safeguards Rule, back in 2003.   Now, for over two decades, the FTC Safeguards Rule has provided a…

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Technology Housekeeping Makes Mergers and Acquisitions Easier for Your Accounting Firm 

By Mark Schilling / February 15, 2024

When thinking about selling or acquiring another accounting firm, the role of technology cannot be overstated: it’s the digital backbone of the operation!   Imagine two firms, each deeply entrenched in their own software systems. Merging them can feel a bit like trying to fit a square peg into a round hole. As a result, it’s…

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Leading Password Managers for Personal and Business 

By Mark Schilling / November 2, 2023

We hope that your business is already considering a password manager, but there’s still the matter of finding the right one for personal use, business security, or both.   We’ll provide our honest feedback on four leading solutions below, but first we need to talk about why “ecosystem exclusives” may not be sufficient, especially on the…

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Person staring a computers held together by band-aids

16 Questions you need to ask when evaluating a new IT Provider

By Mark Schilling / November 2, 2023

Finding the right IT fit for your business is tough. It always helps to ask the correct questions, so we have compiled 16 that will help you to successfully gauge the personality and capabilities of the MSPs you are considering. Take a look at each and incorporate the ones that will benefit your business the…

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