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

Mobile Device Management

Worried That Your Employees Will Play Angry Birds on Their Company Tablets? Fear No More

angry-birdsIt’s a fact – tablets and smartphones are here to stay. Not only are they becoming more of an everyday part of doing business, but the technology is growing at breakneck speed. As the technology grows and improves, mobile devices are replacing their more elephantine sibling – the desktop PC.

Tablet Use is On the Rise

Analysts at IDC expect tablets to grow in the smart-devices market from 10.7% in 2012, to an estimated 16% by 2017 — with a projected growth rate of 174.5% between 2012 and 2017. Over the same period, the desktop PC category is projected to have negative growth of -5%, and slide from 12.4% share in 2012 to 6% share in 2017.

IDC went on to show in 2012 there was “78.4% year-over-year growth in tablet shipments — which exceeded 128 million units.”

With this projected growth, tablets are expected to pass desktop sales in 2013 and portable PCs (laptops) in 2014. Mobile device domination is not just coming… it’s here!

We see these facts unfolding before our eyes with our clients. Most of our clients find themselves in one of these two situations, or sometimes both.

1.    The company wants to start using tablets for a portion of their workforce to improve productivity through this enabling technology, while lowering the cost of more cumbersome traditional technology.

2.    Company IT Directors show up to work one morning only to find several of the executives have purchased a new iPad and want it to work in the office now. And after using them for a few weeks, the boss decided all sales people around the country should now have one.


The benefit is clear – but what about the risk?

While these mobile devices can be an exciting enabler for the business, they can become a nightmare to the IT department. Companies just want to manage tablets in the same way they manage laptops – and they don’t know where to begin.

Here is a typical scenario we hear from company C-level management:

“We want to deploy iPads to our 50 employees in the field, but we don’t want them playing Angry Birds or shopping on the Apple App Store all day long. We only want them accessing our software and solutions. Oh, and we also would like to track where they are… oh and be able to remove all the data from (wipe) the tablet if they go rogue.”

MDM to the rescue!

Control over how employees use the hardware you’ve invested in is a simple enough request, right? Actually, now it is. With Mobile Device Management (MDM if you want to get techie with it), one person can remotely manage an unlimited number of mobile devices from a single location. At Fluid, we use MDM to help our clients do the following:

·         Remotely install the applications needed

·         Remotely remove the applications not needed

·         “Lock Down” the device so users can not add, change or remove settings

·         Track the device so we know where it is at all times

·         Remotely wipe the device clean if it is lost, stolen or otherwise ‘needed’

This is powerful stuff! You can have remote staff across the country buy a tablet in their local area and we can remotely set it up without ever having to touch the device.

For companies with remote staff, this can be a game changer. We have healthcare clients deploying hundreds of these less-expensive tablets to their mobile nurses, and construction companies deploying them to their sales force. Each one is managed centrally by a single person with a deployment time of minutes.

So for those companies who have tablets, but have not fully embraced them due to security or usage concerns, fear no more. For companies that have not even considered using them because of these same concerns, there is a solid answer.

Bottom line – tablets will be used more and more by businesses seeking to improve their relationships with their customers and ultimately beat their competition. Having a proactive strategy and plan is critical, and Mobile Device Management makes it possible.

How to Set Up Email on Your iPad

Device Syncing 101: Getting Email on Your iPad

Hi, I’m Devin, a senior engineer and helpdesk manager at Fluid IT Services. With so many new communication methods, apps and devices coming out all the time, I’m often asked how to make all of these things work together. So today I’d like to talk to you about one of the most common requests I get from our helpdesk customers: How to set up your Microsoft Office 365 or Exchange email on your iPad.

ipad-settingsStep 1

From the home screen, find and tap your "Settings" icon. It’s the one with gears on it. Then, on the column on the left side, find and click “Mail, Contacts, Calendars."

Step 2

On the right column, under the Accounts section, click "Add Account." Here you will be presented with a list of different accounts you can set up on your iPad







ipad-email-settingsStep 3

In this list of account options, select "Microsoft Exchange." The next part is as simple as typing in your Email and password, and providing a simple description for this account.

If you receive an error about "Cannot Verify Server Identity" just click “Continue.”

Most accounts will self-configure at this point. Sometimes it will prompt you with additional options to configure. But if your iPad can’t find your settings, you may need to manually look up your Exchange server name. Here is an article that will help you with that.





ipad-email-settings-optionsStep 4

Once your account is configured, it will ask which items you want to sync. The options include Mail, Contacts, Calendars, and Reminders.  We recommend syncing all items, but sometimes users just want to sync email alone.  If that is what you choose, just move the slider to “Off” on the other items.

Click “Done.”

Step 5

Now go to your iPad mail app and you will see the mail account syncing mail from the server.

Setting options

By default your iPad will only sync 3 days’ worth of mail. To change this, just go back to Settings, then “Mail, Contacts, Calendar,” and select the account you just created. Towards the bottom you will see "Mail Days to Sync". Click this and select the limit you would like. Most users select no limit. The more mail days you select, the more mail it downloads to the device and the more space it takes up on your iPad.

From the “Mail, Contacts, Calendar” page, you can also add and change signatures, tell your iPad how many emails to show at one time, even set your minimum font size. Explore all the settings and customize them to your liking.

Now you are an expert in setting up Exchange email on an iPad – but if you ever need assistance setting up your mobile device, feel free to call our helpdesk at 214-245-4117 or send us an email at support@fluiditservices.com. We would be happy to assist you.