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Tech2Go on June 27th, 2008
Tech2Go - Live from AICPA TECH+ [00:51:45m]:
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Gregory L. LaFollette CPA.CITP |
Brent Goodfellow CPA.CITP, MCSE, MST, MCT |
Randy Johnston |
Tech2Go Show Notes
Episode 18
Recorded: June 10, 2008
Duration: [00:51:45] 47.3 MB
- Thanks to our Sponsor: ADP
Special Guest: David Strom — www.strominator.com
Virtualization products:
Microsoft Home Server
Next recordings:
- July 16, 2008; 11:00am EDT
SBC2Go Building a Webstore [00:50:25m]:
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Gregory L. LaFollette CPA.CITP |
Doug Sleeter |
SmallBusinessConsulting2Go Episode 9 Recorded June 24, 2008
00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.comThe CPA Technology Advisor Reader Survey shows that 57% of practitioners have clients selling products on the Internet. For those having clients doing business internationally it’s 34%.
3 million QuickBooks users and 50,000 QB ProAdvisors
Intuit QuickBooks web connector — http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/1007971
www.eBay.com www.Amazon.com
PDG Software VP Doug Blackburn [www.pdgsoft.com] Product: PDG Commerce 866-433-4734
Partners: http://www.pdgsoft.com/partners.htm
Fishbowl inventory : www.fishbowlinventory.com
Avalara Tax: www.avalara.com
ACCTivate from Alterity : www.acctivate.com
ProStores: www.prostores.com
www.NetworkSolutions.com
www.GoDaddy.com
Episode # 10 will record live on Tuesday, July 22, 2008 at 1:30am EDT at www.TalkShoe.com. Topic will be manufacturing add-ons and will feature MISys SBM
DMA2Go - Workflow [00:41:46m]:
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Gregory L. LaFollette CPA.CITP |
John Higgins CPA.CITP |
DMA2Go Workflow Show NotesEpisode 5
Recorded June 24, 2008
Duration: 0:39:44 38.2 MB
Regular Guest: John Higgins, CPA.CITP, Principal at www.CPACrossings.com
Episode # 6 will record live on Tuesday, July 22, 2008 at 11:00am EDT at www.TalkShoe.com. Topic will be “Portals”.
History of workflow:
- Ability to print to PDF file
- Dual monitors
- PDF annotation tools
- PDFlyer from CCH
- Tic, Tie & Calculate from Acct1st
- Doc-It
- Firms then eliminated paper files
- Then the discovered the need for workflow
Concept of workflow
- in analog world the floor was the inbox & the credenza the outbox, or perhaps vice-versa
- notes were verbal
- relied on paper routing sheets
Software needs to evolve further — they are not as mature as many document management systems. Does workflow belong in tax, practice management, document management system, or stand-alone?
Tax status systems work well IF everything is a tax return! But it’s NOT! Is workflow sold by the quart, the pound, or the mile? What about document centric workflow. Some practice management systems have some workflow built in already.
- Thomson Practice CS
- Adobe Acrobat used to replicate paper routing forms
- Microsoft SharePoint
- XCM is the only stand-alone workflow system available today
Workflow systems like Thomson GoFileRoom attempt to duplicate the concept of a Redrope client file and add automatic routing, review notes, resolution, etc. Some firms want to track time, too — but workflow shouldn’t duplicate the time & billing component of a practice management system. Workflow is not necessarily scheduling programs like www.StaffTrack.com. Small firms might like Office Tools Pro or TimeMatters/Billing Matters from Lexis-Nexis.
Posted in
Tech2Go on June 2nd, 2008
Tech2Go Episode 17 [00:57:57m]:
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Intersection Live – Tech2Go – Episode # 17
“Workflow, workflow, workflow ….”
Recorded on May 28, 2008
Microsoft announced “mid-range” SBS called “Windows Essential Business Server”
Vendor programs for accountants:
Microsoft
Here is the info on Action Pack renewal:
Renewing subscribers will need to pass an assessment beginning June 19, 2008 with a score of 70% or higher. A valid assessment is required every two years.After you have completed a training course, you will need to wait up to 48 hours before placing your MAPS order. Any training assessments can take up to 48 hours to register on the Partner Learning Center (PLC) and verification must be received by the PLC before you can subscribe to MAPS:
- Valid courses are located at https://partner.microsoft.com/mapstraining. Courses that meet the assessment requirement for MAPS expire after two years. For more information on the training requirement and how to navigate within the Partner Learning Center, see “Assessment Requirement and the Partner Learning Center” within this Guide.
- Please note it can take up to 48 hours before your course data will appear in the Partner Membership Center.
http://www.microsoft.com/presspass/presskits/ServerSolutions/businessserver.mspx
Sage Software
Intuit
Workflow:
XCM
Thomson Reuters – FirmFlow
AICPA TECH+ Conference
UMPCs
Fujitsu Whitebook
Sony Vaio UX Micro PC
ASUS eee
Acer
Samsung Q1 Ultra
Windows Server 2008 Tip: SMB 2.0 Self-healing NTFS is an automatic, background, replacement for CHKDSK.
Next recording – LIVE (no TalkShoe for this session!!) Episode # 18 at AICPA TECH+ in Las Vegas. Tuesday, June 10th – 2:00pm
Additional Notes & Resources Regarding MPAN & MAPS (Action Pack)
(Courtesy of Brian Tankersley, CPA.CITP [blog at: http://blog.bftcpa.com])
Thanks to our Sponsor: ADP
