Intersection Live - CPA Technology Advisor

 The New www.CPATechAdvisor.com: A User’s Guide: Play Now | Play in Popup | Download (620)

Tricks & Tips
June/July 2007
By Isaac M. O’Bannon, Technology Editor

Learn more about some of the changes and additions to The CPA Technology Advisor magazine, website and online programs.

 QuickBooks Data File Analysis: Play Now | Play in Popup | Download (608)

The QuickBooks Advisor
April/May 2007
By Doug Sleeter

Regular columnist Doug Sleeter helps you find out if merging inventory items in QuickBooks is a good idea or a bad idea, and shows you what you can do to avoid problems in this area.

 June/July 2007 Reality Check: Play Now | Play in Popup | Download (475)

Reality Check
June/July 2007
By Dave McClure

Listen to Dave McClure’s Reality Check from the June/July 2007 issue. Reality Check is a compendium of ideas, products, rants and raves from the viewpoint of the author.

 The ExaFlood: Play Now | Play in Popup | Download (493)

The Bleeding Edge
June/July 2007
By Dave McClure

Hear more about what Dave calls “The ExaFlood,” and consider four things you can do to prepare for it.

 Have I Got An Earful For You!: Play Now | Play in Popup | Download (512)

Final Thoughts
June/July 2007
By Gregory L. LaFollette, CPA.CITP, Executive Editor

Learn more about podcasts, Q&A style, and see how high-performing firms view them as an information source.

 Forget The Software, First You Gotta Think CRM: Play Now | Play in Popup | Download (496)

Better Technology for Better Clients
June/July 2007
By Lisa Kianoff, CPA.CITP

Learn more about how CRM products can help you, and see why it’s important to THINK CRM.

 Exchange 2007 - A First Look: Play Now | Play in Popup | Download (486)

Accountant Tech Talk
June/July 2007
By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT

Hear what columnist Brent Goodfellow has to say about his experience with Exchange 2007.

 Security & Productivity: An All in One Solution: Play Now | Play in Popup | Download (495)

The eSecurity Advisor
June/July 2007
By John Anderson, CPA.CITP, CIA, MSA

Find out why regular columnist John Anderson says using WinZip Professional plus Companion for Outlook is important to you and your clients.

 Tech2Go Episode 4: Play Now | Play in Popup | Download (1495)

Tech2Go is a fast-paced roundtable discussion with Executive Editor Gregory L. LaFollette, CPA.CITP, and regular columnists Brent Goodfellow, Dave McClure and Randy Johnston. These thought leaders tackle current technology issues impacting the tax and accounting profession. This month, the panel discusses E-Filing, Smartphones, Microsoft Hosted Exchange Server, Microsoft Word 2007, and the available Action Pack for Accountants from Microsoft. [Running time is 1:05:47]

Gregory L. LaFollette CPA.CITP

Brent Goodfellow CPA.CITP, MCSE, MST, MCT

Dave McClure

Randy Johnston

Tech2Go Show Notes
Episode 4 – April 2007
Recorded April 24, 2007

Introductions
Greg LaFollette, Host
Randy Johnston
Dave McClure
Brent Goodfellow

• Hiccups with E-Filing
  • Intuit Lacerte users upset about E-Filing problems
    • Users commenting and questioning on Intuit message boards about problem
    • Intuit uses same infrastructure to support professionals and TurboTax users – who are they serving? Which group “pushed” the servers to a halt?

• Smartphones
  • Problems with service providers
  • No way to upgrade operating system on a Smartphone
  • Must pick hardware based on your service provider
  • Brent’s Top 5 (or 4):
    • Palm Treo 700P
    • Motorola Q
    • T-Mobile Dash
    • Blackberry
  • Other products to look at:
    • HP iPaq phone
    • Bluetooth JawBone noise-cancelling headset
  • ActiveSync for Smartphones – Server setup
    • Fairly complex setup process
    • Need certificate – Verisign or Comodo – about $100 per year

• Hosted Exchange
  • Hosted – You do not own any of the technology used, like leasing but with no equipment in your office. All that is required is an internet connection.
  • All you have to do is pick a domain name and choose required email accounts
  • Configure outlook email client to connect to the remote exchange server and download email and other files
  • Files and email can sync from anywhere you are connected to the internet, anywhere in the world
  • No locally installed software required for simple web access
  • Providers: MyHosting.com, AppRiver.com

• Word 2007 – Microsoft Office 2007
  • File compatibility problems (.docx vs .doc)
  • Training people for using product – Microsoft has available help tools for switching from Office 2003
  • New table and art features, header/footer maintenance
  • Better reviewing tools, grouped together
  • Microsoft Office Specialist certification
  • Microsoft Action Pack
    • Official list of Action Pack contents
    • Windows Vista Business – roughly equivalent to the feature set of Windows XP Pro
    • No bitlocker encryption, as with Enterprise and Ultimate
    • Option to upgrade to Windows Vista Ultimate for $139

Call and leave us a message:
Tech2Go comments or questions 800-456-0864 x 2106