Events

Are You Prepared for a Cyberwar?

We make it our business to protect yours. Former white hat hacker Joshua Petty will be presenting the unexpected sources of security threats and how to defend yourself. In light of the recent global ransomware attacks, this information could prove invaluable. We think you should be there.

Fortinet is the largest security appliance vendor, and when partnered with Fluid IT Services you know that your information is protected. The topics over lunch will cover simple ways to harden your infrastructure, how to manage your security with minimal effort, and arming your staff to become more security conscious.

Space is limited, so register today to secure your place at the table. We look forward to your participation.

Tuesday, June 6, 2017 @12pm

Maggiano's Little Italy 6001 West Park Blvd.

What you can expect:
  • Security insights from the experts
  • Fine Italian dining
  • GOPRO giveaway with all the accessories to get you started

Register Now

Allen Americans Hockey Fluid Internal Event

Working at Fluid allows for so many great opportunities both inside and outside the workplace. At the Dallas Business Journal's Best Places to Work Luncheon last year, Wade won a suite for an Allen Americans Hockey game. Last night we cashed in on Wade's luck, called the event #FluidOnIce and went crazy when the dessert cart showed up. Our team knows how to have fun and really knows a thing or two about desserts. Unfortunately the Americans didn't win but lost in the most exciting way possible: a shootout. Not too shabby having our name on the door.

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DSC_0686The dessert cart was no joke and here is the line to prove it.

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It is always a great time when we are able to get together and enjoy events like these. Check out a few more #FluidOnIce photos on our Facebook page.

 

What Law Firms and CPA Firms Have in Common

How can we manage documents securely, collaborate and ensure we are using the correct version?  harvest_poster2How can we ensure we are tracking all our time accurately, without spending a fortune?

Small- to mid-sized CPA and law firms come to us with these questions every day. They may be drastically different professional industries, but they actually have many of the same IT challenges. They want to know how to improve productivity, efficiency, security and revenue.

Like most professional services firms, CPA and law firms must:

  1. Track time so they can bill their clients accurately
  2. Ensure they are not losing billable time due to poor systems or processes
  3. Manage their document security to meet client and regulatory requirements
  4. Find ways to collaborate more easily with their documents
  5. Be able to work from anywhere, on any device, at any time

And like many professional services firms, smaller CPA and law firms struggle with these core processes, but can’t afford the $50,000 solution the big guys use. So they end up using outdated methods to track time, compile data and produce invoices, resulting in a mad rush at the end of the month – and hoping they didn’t miss anything. They use email for sharing documents, and have no process for version control so there is no way to ensure that everyone is using the right document.

You don’t have to run your business like that.

What You Need

It is a known fact – if you don’t track time daily you will have errors and omissions, meaning lost revenue or embarrassing mistakes in invoices to clients.  You can also be open to legal issues in some circumstances.

And did you know that email is not secure? Even if you attach a PDF with a password, that email is not secure. An email creates a footprint on up to four computers before it arrives at its destination. The only way to secure email is through encryption, but that is not the best or most efficient way to share documents.

You can save your firm a lot of time, money and hassle with these technology solutions:

  • Easy-to-use time-tracking systems
  • Secure and reliable cloud-based document storage
  • Task management systems that integrate with time tracking and billing
  • Reliable and secure email
  • Disaster recovery plans
  • IT support

Why You Need It

We have spent a lot of time working with CPA and law firms, so we have seen a lot of nightmare situations first-hand.

  • Clients billed for services performed by a person they’ve never seen before
  • Confidential documents emailed with confidential customer data to the wrong person and unsecured
  • Thousands in lost revenue due to “lost time” because it is not entered daily
  • The wrong “final version” of a document sent to the end customer
  • Invoices delayed weeks due to the brutal process of gathering everyone’s time

If that doesn’t make you reconsider your technology solutions, this will. According to a recent survey from Decision Tree Labs1, 66% of service providers are losing 20 hours per month because people are entering time in multiple systems. And 61% of service providers are losing 20 hours per month because they are not accurate in capturing time.

Check Your Technology Checklist

Regardless of specialty, professional services firms need stable, reliable and easy-to-use applications to meet their core business functional needs – and Fluid can help.

Want to learn more? Block out your calendar on January 22, 2014, and join us to learn about the 10 technology trends law firms and CPA firms should pay attention to.

Register here and join us at III Forks Steakhouse in Dallas on January 22. Or contact us at 1-866-523-6257. We are happy to help.

 

1 The IT Service Provider Benchmarking Study, conducted in February 2013 by Decision Tree Labs on behalf of Autotask Corporation

10 technology trends law firms and CPA firms should pay attention to

Save the date! Your firm can’t afford to miss this.

Top 10 Technology TrendsForks Steakhouse in Dallas on February 26, 2014

Law firms and CPA firms face unique challenges that no other industry faces. Law firms have to meet ethics code guidelines and strictly protect their clients’ privacy. CPA firms must follow rigid data management systems that both reinforce and protect their clients’ financial information. This doesn’t mean you can’t use the newest technology!

Law and accounting offices can benefit from technology that eliminates errors and omissions in time-tracking and billing, makes it safer to share documents and enables you to work securely from your mobile device.

According to a recent survey from Decision Tree Labs1, 66% of service providers are losing 20 hours per month because people are entering time in multiple systems. If that doesn’t make you sit up and pay attention, this will: 61% of service providers are losing 20 hours per month because they are not accurate in capturing time. The numbers add up to big losses if you’re not streamlining your processes.

Get this – companies that use practice management software report higher average hourly rates.

We’re putting together an exclusive event to teach you all about the technologies that will save your firm money, save you time, improve your customer’s experience and improve your hourly rates.

Want to learn more? Block out your calendar on February 26, 2014, and join us to learn about the 10 technology trends law firms and CPA firms should pay attention to.

>> Register here and join us at III Forks Steakhouse in Dallas on February 26, 2014

 

1 The IT Service Provider Benchmarking Study, conducted in February 2013 by Decision Tree Labs on behalf of Autotask Corporation