http://www.cpatechnologyadvisor.com/intersection Welcome to Intersection LIVE where Executive Editor of The CPA Technology Advisor, Greg LaFollette, and his guests, update you on the latest news, trends and products from the intersection of technology and public accounting. Thu, 25 Sep 2008 20:16:38 +0000 http://wordpress.org/?v=2.3.3 en ©Greg LaFollette CPA.CITP 2003-2006 http://www.cpatechnologyadvisor.com/intersection/feed/ rhonda.dennis@cygnusb2b.com (Greg LaFollette CPA.CITP) rhonda.dennis@cygnusb2b.com 1440 CPA, accounting, technology, tax We Live at the Intersection of Technology Public Accounting Welcome to Intersection LIVE where Executive Editor of The CPA Technology Advisor, Greg LaFollette, and his guests, update you on the latest news, trends and products from the intersection of technology and public accounting. Greg LaFollette CPA.CITP Greg LaFollette CPA.CITP rhonda.dennis@cygnusb2b.com No no http://www.cpatechnologyadvisor.com/intersection/wp-content/plugins/podpress/images/powered_by_podpress.jpg http://www.cpatechnologyadvisor.com/intersection 144 144 http://www.cpatechnologyadvisor.com/intersection/2008/09/25/dma2go-episode-8-pdf-tools/ http://www.cpatechnologyadvisor.com/intersection/2008/09/25/dma2go-episode-8-pdf-tools/#comments Thu, 25 Sep 2008 19:24:55 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/09/25/dma2go-episode-8-pdf-tools/ http://www.cpatechnologyadvisor.com/intersection/2008/09/25/dma2go-episode-8-pdf-tools/feed/ 00:50:00 Recorded live on September 19, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106Moderator: Greg LaFollette Regular Guests: John HigginsPDF Tools CCH Scan -- http://tax.cchgroup.com/Scan/Default.htm?cookie%5Ftest=1 SurePrep ... Recorded live on September 19, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106Moderator: Greg LaFollette Regular Guests: John HigginsPDF Tools CCH Scan -- http://tax.cchgroup.com/Scan/Default.htm?cookie%5Ftest=1 SurePrep -- http://www.sureprep.com/ Copanion -- http://www.copanion.com/ Thomson GoFileRoom TaxSort -- http://es.thomsonreuters.com/gofileroom/modules.aspx PDFlyer -- http://tax.cchgroup.com/Scan/default Adobe Acrobat -- http://www.adobe.com/products/acrobat/ Next recording of DMA2Go:Episode # 9 --- Tuesday, October 14st, 11:00AM EDT on www.TalkShoe.com DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/08/15/dma2go-episode-7-a-case-study-%e2%80%93-%e2%80%9chow-does-it-all-work/ http://www.cpatechnologyadvisor.com/intersection/2008/08/15/dma2go-episode-7-a-case-study-%e2%80%93-%e2%80%9chow-does-it-all-work/#comments Fri, 15 Aug 2008 15:38:42 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/08/15/dma2go-episode-7-a-case-study-%e2%80%93-%e2%80%9chow-does-it-all-work/ http://www.cpatechnologyadvisor.com/intersection/2008/08/15/dma2go-episode-7-a-case-study-%e2%80%93-%e2%80%9chow-does-it-all-work/feed/ 00:48:32 Recorded on August 14, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106 Regular Guests: John Higgins – www.cpacrossings.com Special Guest: Andrew Bates --- www.Softrak.com Product ... Recorded on August 14, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106 Regular Guests: John Higgins – www.cpacrossings.com Special Guest: Andrew Bates --- www.Softrak.com Product name: Adagio FX -- www.softrak.com/products/adagio/fx.php Next recording of SBC2Go (Episode # 12) will be September 19, 2008 at 11:00am PDT on www.TalkShoe.com DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/08/06/dma2go-portals/ http://www.cpatechnologyadvisor.com/intersection/2008/08/06/dma2go-portals/#comments Wed, 06 Aug 2008 21:30:30 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/08/06/dma2go-portals/ http://www.cpatechnologyadvisor.com/intersection/2008/08/06/dma2go-portals/feed/ 00:41:54 Thanks to our Corporate Sponsor: ADP John Higgins, CPA.CITP of CPA Crossings, LLC -- www.cpacrossings.com Send This File -- www.sendthisfile.com eMoney Advisor -- www.emoneyadvisor.com Thomson portals – www.cs.thomson.com/portals/ CCH ... Thanks to our Corporate Sponsor: ADP John Higgins, CPA.CITP of CPA Crossings, LLC -- www.cpacrossings.com Send This File -- www.sendthisfile.com eMoney Advisor -- www.emoneyadvisor.com Thomson portals – www.cs.thomson.com/portals/ CCH ProFx Document portals – www.tax.cchgroup.com/Document/ Microsoft Sharepoint -- www.microsoft.com/Sharepoint/ Next recording: Episode # 7 – August 14th 9:30am EDT DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/06/27/dma2go-workflow/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/dma2go-workflow/#comments Fri, 27 Jun 2008 13:29:06 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/06/27/dma2go-workflow/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/dma2go-workflow/feed/ 00:41:46 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 ... 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. DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/05/15/dma2go-episode-4/ http://www.cpatechnologyadvisor.com/intersection/2008/05/15/dma2go-episode-4/#comments Thu, 15 May 2008 20:08:23 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/05/15/dma2go-episode-4/ http://www.cpatechnologyadvisor.com/intersection/2008/05/15/dma2go-episode-4/feed/ 00:50:28 Document Management for Accountants 2 Go Episode # 4 – “Scanners” Recorded live at www.TalkShoe.com --- running time 50:28 Featuring John Higgins of CPA Crossings, LLC (www.cpacrossings.com)        ... Document Management for Accountants 2 Go Episode # 4 – “Scanners” Recorded live at www.TalkShoe.com --- running time 50:28 Featuring John Higgins of CPA Crossings, LLC (www.cpacrossings.com)           a. Scanning devices                  i. Types of scanners - Flatbed / Sheet-fed scanners / Hand-held /                      Portable / MFP                 ii. Evaluation criteria                iii. Popular models           b. Scanning software           c. Scanning best practices www.CDW.com or www.NewEgg.com Resolution / Speed / Duty Cycle / included software www.Canon.com #124; www.Fujitsu.com #124; www.Ricoh.com VRS from www.Kofax.com FineReader from www.Abbyy.com AcrobatPro from www.Adobe.com OmniPage from www.Nuance.com There are benefits in buying 2 “mid-range” scanners rather than 1 “high-end” scanner --- redundancy / lower cost. Next episode will be recorded on June 19, 2008 05:00 PM EDT Voice mail at 800-456-0864 ext 2106 DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/03/24/dma2go-episode-3/ http://www.cpatechnologyadvisor.com/intersection/2008/03/24/dma2go-episode-3/#comments Mon, 24 Mar 2008 21:18:48 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/03/24/dma2go-episode-3/ http://www.cpatechnologyadvisor.com/intersection/2008/03/24/dma2go-episode-3/feed/ 00:55:04 Gregory L. LaFollette CPA.CITP John Higgins CPA.CITP DMA2Go Show Notes Episode 3 Recorded March 20, 2008 Duration: 0:55:04 50.4 MB Featuring John Higgins of CPA Crossings, LLC The CPA Technology Advisor’s Document ... Gregory L. LaFollette CPA.CITP John Higgins CPA.CITP DMA2Go Show Notes Episode 3 Recorded March 20, 2008 Duration: 0:55:04 50.4 MB Featuring John Higgins of CPA Crossings, LLC The CPA Technology Advisor’s Document Management System Product Selector Components of review for DMS 1. Usability 2. Scanning 3. Integration 4. Workflow 5. Portal 6. Technology Kofax VRS Abbyy FineReader Next recording on www.Talkshoe.com on May 7th, 2008 at 3:30pm CDT Intersection Live VM box for questions and comments: 800-456-0864 ext. 2106 DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/03/14/dma2go-episode-2/ http://www.cpatechnologyadvisor.com/intersection/2008/03/14/dma2go-episode-2/#comments Fri, 14 Mar 2008 16:10:50 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/03/14/dma2go-episode-2/ http://www.cpatechnologyadvisor.com/intersection/2008/03/14/dma2go-episode-2/feed/ 0:39:44 Gregory L. LaFollette CPA.CITP John Higgins CPA.CITP DMA2Go Show Notes Episode 2 Recorded February 15, 2008 Duration: 0:39:44 37.2 MB We've had many, many questions in the DMS (Document Management System) ... Gregory L. LaFollette CPA.CITP John Higgins CPA.CITP DMA2Go Show Notes Episode 2 Recorded February 15, 2008 Duration: 0:39:44 37.2 MB We've had many, many questions in the DMS (Document Management System) area and consequently thought it wise to dedicate a podcast series specifically to that area. We'll discuss the role of DMS, evaluation factors, various solutions, scanning options, workflow, portals, Adobe, etc. Michigan Summer Management Information Show June 25-26, 2008 Novi, MI www.michcpa.org/Content/16601.aspx AICPA TECH+ June 8-11th in Las Vegas at the Bellagio Conference website:www.cpa2biz.com/ Logical divisions for electronic document systems are "storage vs. management" and "vertical vs. horizontal". Next recording date: March 20, 2008 11:00am EST Topics: Evaluation factors / Productivity Survey® DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/01/18/dma2go-episode-1/ http://www.cpatechnologyadvisor.com/intersection/2008/01/18/dma2go-episode-1/#comments Fri, 18 Jan 2008 16:28:16 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/01/18/dma2go-episode-1/ http://www.cpatechnologyadvisor.com/intersection/2008/01/18/dma2go-episode-1/feed/ 0:50:55 DMA2Go Show Notes Episode 1 Recorded January 11, 2008 Today's show is an introduction of both John Higgins and the series as a whole. We've had many, many questions ... DMA2Go Show Notes Episode 1 Recorded January 11, 2008 Today's show is an introduction of both John Higgins and the series as a whole. We've had many, many questions in the DMS (Document Management System) area and consequently thought it wise to dedicate a podcast series specifically to that area. We'll discuss the role of DMS, evaluation factors, various solutions, scanning options, workflow, portals, Adobe, etc. Gregory L. LaFollette CPA.CITP John Higgins CPA.CITP John Higgins, CPA.CITP Document Management Selector Question from reader in South Carolina about file and folder naming conventions Question from listener (live) regarding scanner selection. Fujitsu Canon Abbyy VRS Next recording date: February 15, 2008 9:30am CST Topic: Document MANAGEMENT vs. Document STORAGE / Vertical vs. Horizontal solutions DocumentManagementforAccountants2Go Greg LaFollette CPA.CITP no No