Intersection Live - CPA Technology Advisor

 DMA2Go - Episode 24: Paperless Tax Process [00:27:15m]: Play Now | Play in Popup | Download (12)

Scanning Tips and How-to tips for Adobe.
Adobe Acrobat Standard

 DMA2Go Episode 23: Signatures in Adobe Acrobat [00:25:43m]: Play Now | Play in Popup | Download (54)

Learn how to secure and authenticate an Adobe Acrobat document.
Adobe Acrobat Standard

 DMA2Go - Episode 22: Adobe Tricks & Tips [00:27:33m]: Play Now | Play in Popup | Download (138)

Learn How to use Adobe Acrobat effectively.
Adobe Acrobat Standard

 DMA2Go - Episode 21: Document & Portal Security [00:27:48m]: Play Now | Play in Popup | Download (227)

Listen as Darren and John discuss the measures you and your firm can take to ensure that all of your documents are secure.
Adobe Acrobat Standard
Microsoft Office

Thanks to our Corporate Sponsor: ADP

 DMA2Go - Episode 20: Strategically Integrating DMS into Your Tax Preparation [00:29:27m]: Play Now | Play in Popup | Download (192)

In this podcast, John Higgins, CPA.CITP and M. Darren Root, CPA.CITP discuss how to strategically integration DMS into your tax preparation.

Adobe Acrobat
Microsoft Outlook
Copanion
SurePrep
CCH Scan
FileCabinet CS
Acct1st
CCH Document

Thanks to our Corporate Sponsor: ADP

 DMA2Go - Episode 19: Document Management as It Relates to ASP and SaaS [00:29:23m]: Play Now | Play in Popup | Download (395)

In this podcast, John Higgins, CPA.CITP and M. Darren Root, CPA.CITP discuss document management as it relates to ASP and SaaS.

GoFileRoom
Acct1st
Thomson FileCabinet CS
CCH ProSystem fx Document
Xcentric

Thanks to our Corporate Sponsor: ADP

 DMA2Go Episode 18: Document Retention [00:23:35m]: Play Now | Play in Popup | Download (180)

In this podcast, John Higgins, CPA.CITP and M. Darren Root, CPA.CITP discuss document retention.

GoFileRoom
Acct1st
FileCabinet CS
CCH ProSystem fx Document

Thanks to our Corporate Sponsor: ADP

 DMA2Go - Episode 17: Integrating Your DMS with Your Email System [00:33:59m]: Play Now | Play in Popup | Download (221)

In this podcast, John Higgins, CPA.CITP and M. Darren Root, CPA.CITP discuss integrating your DMS into your email system.

Thanks to our Corporate Sponsor: ADP

 DMA2Go - Episode 16: Integrating Your DMS into Your Portal [00:28:33m]: Play Now | Play in Popup | Download (225)

In this podcast, John Higgins, CPA.CITP and M. Darren Root, CPA.CITP discuss integrating your DMS into your portal.

Thanks to our Corporate Sponsor: ADP

 DMA2Go Episode 15: Storage Management, Document Management, Content Management and Knowledge Management [00:40:02m]: Play Now | Play in Popup | Download (314)

In this podcast, John Higgins, CPA.CITP and M. Darren Root, CPA.CITP discuss the different levels of information management that each of these has to offer to help your firm succeed.

Thanks to our Corporate Sponsor: ADP

 DMA2Go - Episode 13: Scanning [00:41:18m]: Play Now | Play in Popup | Download (305)

Scanner selection and best practices. Include a discussion of scanning
Thanks to our Corporate Sponsor: ADP