http://www.cpatechnologyadvisor.com/intersection Welcome to Intersection LIVE where Executive Editor of The CPA Technology Advisor, M. Darren Root, CPA.CITP, and his guests, update you on the latest news, trends and products from the intersection of technology and public accounting. Mon, 29 Jun 2009 19:26:47 +0000 http://wordpress.org/?v=2.3.3 en ©M. Darren Root, CPA.CITP 2003-2006 http://www.cpatechnologyadvisor.com/intersection/feed/ rhonda.dennis@cygnusb2b.com (M. Darren Root, CPA.CITP) rhonda.dennis@cygnusb2b.com 1440 CPA, accounting, technology, tax, SBC2Go, Tech2Go, IBI2Go, DMA2Go, Small Business Consulting 2 Go, Small Business Consulting, Intelligent Business Ideas 2 Go, CPA Tech Advisor, Small Business, Sleeter, Root, Randy Johnston We Live at the Intersection of Technology Public Accounting Welcome to Intersection LIVE where Executive Editor of The CPA Technology Advisor, M. Darren Root, CPA.CITP, and his guests, update you on the latest news, trends and products from the intersection of technology and public accounting. M. Darren Root, CPA.CITP M. Darren Root, 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/2009/06/12/tech2go-episode-30-cell-phone-security-ach-security-and-the-new-iphone/ http://www.cpatechnologyadvisor.com/intersection/2009/06/12/tech2go-episode-30-cell-phone-security-ach-security-and-the-new-iphone/#comments Fri, 12 Jun 2009 14:26:52 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2009/06/12/tech2go-episode-30-cell-phone-security-ach-security-and-the-new-iphone/ http://www.cpatechnologyadvisor.com/intersection/2009/06/12/tech2go-episode-30-cell-phone-security-ach-security-and-the-new-iphone/feed/ 00:25:16 Discussion on Cell Phone Security   Security Issues for mailing out checks and Bill.Com’s new ACH payment system   The new I-Phone 3Gs  Thanks to our Corporate Sponsor: ADP Discussion on Cell Phone Security   Security Issues for mailing out checks and Bill.Com’s new ACH payment system   The new I-Phone 3Gs  Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2009/05/27/tech2go-episode-29-software-updates-from-the-big-three/ http://www.cpatechnologyadvisor.com/intersection/2009/05/27/tech2go-episode-29-software-updates-from-the-big-three/#comments Wed, 27 May 2009 18:38:17 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2009/05/27/tech2go-episode-29-software-updates-from-the-big-three/ http://www.cpatechnologyadvisor.com/intersection/2009/05/27/tech2go-episode-29-software-updates-from-the-big-three/feed/ 00:33:43 Thanks to our Corporate Sponsor: ADP Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2009/04/21/tech2go-episode-28/ http://www.cpatechnologyadvisor.com/intersection/2009/04/21/tech2go-episode-28/#comments Tue, 21 Apr 2009 17:15:49 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2009/04/21/tech2go-episode-28/ http://www.cpatechnologyadvisor.com/intersection/2009/04/21/tech2go-episode-28/feed/ 00:32:24 Windows 7 Intacct forms bond with CPA2Biz Verizon's new hub phone Windows 7 Intacct forms bond with CPA2Biz Verizon's new hub phone Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2009/03/16/tech2go-episode-27/ http://www.cpatechnologyadvisor.com/intersection/2009/03/16/tech2go-episode-27/#comments Mon, 16 Mar 2009 19:49:12 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2009/03/16/tech2go-episode-27/ http://www.cpatechnologyadvisor.com/intersection/2009/03/16/tech2go-episode-27/feed/ 00:45:26 Discussion about LTE – Long Term Evolution, a new standard in cell phone technology that will greatly increase mobile upload and download speeds. Google Apps - ... Discussion about LTE – Long Term Evolution, a new standard in cell phone technology that will greatly increase mobile upload and download speeds. Google Apps - www.google.com/apps I-Phone Apps - www.apple.com/iphone/appstoreThanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2009/03/02/tech2go-episode-26/ http://www.cpatechnologyadvisor.com/intersection/2009/03/02/tech2go-episode-26/#comments Mon, 02 Mar 2009 16:22:48 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2009/03/02/tech2go-episode-26/ http://www.cpatechnologyadvisor.com/intersection/2009/03/02/tech2go-episode-26/feed/ 00:37:37 Office Communicator http://office.microsoft.com/en-us/communicator/FX101729051033.aspxUS Government Stimulus Package, IT components www.bill.com Thanks to our Corporate Sponsor: ADP Office Communicator http://office.microsoft.com/en-us/communicator/FX101729051033.aspxUS Government Stimulus Package, IT components www.bill.com Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2009/01/30/tech2go-episode-25-social-networking-the-pros-and-cons/ http://www.cpatechnologyadvisor.com/intersection/2009/01/30/tech2go-episode-25-social-networking-the-pros-and-cons/#comments Fri, 30 Jan 2009 22:32:14 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2009/01/30/tech2go-episode-25-social-networking-the-pros-and-cons/ http://www.cpatechnologyadvisor.com/intersection/2009/01/30/tech2go-episode-25-social-networking-the-pros-and-cons/feed/ 00:47:19 Twitter: www.twitter.com FaceBook: www.facebook.com MySpace: www.myspace.com LinkedIn: www.linkedin.com Plaxo: www.plaxo.com Thanks to our Corporate Sponsor: ADP Twitter: www.twitter.com FaceBook: www.facebook.com MySpace: www.myspace.com LinkedIn: www.linkedin.com Plaxo: www.plaxo.com Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/12/22/tech2go-episode-24-skype-saas-64-bit-vista-oh-my/ http://www.cpatechnologyadvisor.com/intersection/2008/12/22/tech2go-episode-24-skype-saas-64-bit-vista-oh-my/#comments Mon, 22 Dec 2008 18:52:06 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/12/22/tech2go-episode-24-skype-saas-64-bit-vista-oh-my/ http://www.cpatechnologyadvisor.com/intersection/2008/12/22/tech2go-episode-24-skype-saas-64-bit-vista-oh-my/feed/ 01:05:27 CES: www.CESWeb.com Kindle: www.Kindle.com QuickBooks Online: www.QBOnline.com Google Docs: www.docs.goole.com Skype: www.Skype.com 64 bit Vista: http://www.microsoft.com/windows/windows-vista/compare-editions/64-bit.aspx Thanks to our Corporate CES: www.CESWeb.com Kindle: www.Kindle.com QuickBooks Online: www.QBOnline.com Google Docs: www.docs.goole.com Skype: www.Skype.com 64 bit Vista: http://www.microsoft.com/windows/windows-vista/compare-editions/64-bit.aspx Thanks to our Corporate Sponsor: ADP 2006 Year In Review Digital Edition Interviews, Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/11/21/tech2go-episode-23-user-conference-review-2008/ http://www.cpatechnologyadvisor.com/intersection/2008/11/21/tech2go-episode-23-user-conference-review-2008/#comments Fri, 21 Nov 2008 14:54:56 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/11/21/tech2go-episode-23-user-conference-review-2008/ http://www.cpatechnologyadvisor.com/intersection/2008/11/21/tech2go-episode-23-user-conference-review-2008/feed/ 01:06:22 CCH: http://cchknowledgecenter.prosystemfx.com/register/default.htm Thomson Reuters: http://cs.thomsonreuters.com/uc/ Sleeter Group: http://www.sleeter.com/seminars/2008_ASCC/main.html VM Ware: www.VMware.com Microsoft VM: http://www.microsoft.com/vi CCH: http://cchknowledgecenter.prosystemfx.com/register/default.htm Thomson Reuters: http://cs.thomsonreuters.com/uc/ Sleeter Group: http://www.sleeter.com/seminars/2008_ASCC/main.html VM Ware: www.VMware.com Microsoft VM: http://www.microsoft.com/virtualization/default.mspx Right Networks: http://www.rightnetworks.com/ InSynQ: http://www.cpaasp.com/ Bill.com    www.bill.com SmartVault:  www.SmartVault.com Method:  www.MethodIntegration.com Chrome:  www.Google.com/chrome Live Mesh:   www.Mesh.com GoToMyPC:  www.gotomypc.com LogMeIn: www.LogMeIn.com TS Gateway Information: http://technet.microsoft.com/en-us/library/cc731264.aspx TS Web Access: http://technet.microsoft.com/en-us/library/cc771908.aspx TS RemoteApp: http://technet.microsoft.com/en-us/library/cc753844.aspx Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/10/30/tech2go-episode-22-outlook-passwords-tools-and-browsers/ http://www.cpatechnologyadvisor.com/intersection/2008/10/30/tech2go-episode-22-outlook-passwords-tools-and-browsers/#comments Thu, 30 Oct 2008 20:14:21 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/10/30/tech2go-episode-22-outlook-passwords-tools-and-browsers/ http://www.cpatechnologyadvisor.com/intersection/2008/10/30/tech2go-episode-22-outlook-passwords-tools-and-browsers/feed/ 00:01:01 Recorded October 21, 2008 Voice mail for questions/ comments/ etc: 800-456-0864 ext 2106 Regular Guests: Randy Johnston, Dave McClure Brent Goodfellow Next recording ... Recorded October 21, 2008 Voice mail for questions/ comments/ etc: 800-456-0864 ext 2106 Regular Guests: Randy Johnston, Dave McClure Brent Goodfellow Next recording of Tech2Go (Episode # 23) will be November 21, 2008 at 11:30am Eastern on www.TalkShoe.com XOBNI --- Outlook add-in www.Xobni.com Password helpers:   http://www.password-depot.com    www.RSA.com   http://www.roboform.com/      Randy’s Tools:   www.SmartVault.com   www.Bill.com   www.iLumen.com   www.ProfitCents.com   http://www.thebusinessanalyst.com/   www.Fishbowl.com   http://www.misys.com/   www.Avelera.com   www.BillQuick.com Dave’s Browsers:   Internet Explorer 8 --http://www.microsoft.com/windows/internet-explorer/beta   Google Chrome: http://www.google.com/chrome   Firefox:   http://www.mozilla.com/en-US/firefox/   Opera:     http://www.opera.com/   Safari:  http://www.apple.com/safari/download/ Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/09/25/tech2go-episode-21-and-laptop-makes-three/ http://www.cpatechnologyadvisor.com/intersection/2008/09/25/tech2go-episode-21-and-laptop-makes-three/#comments Thu, 25 Sep 2008 19:15:44 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/09/25/tech2go-episode-21-and-laptop-makes-three/ http://www.cpatechnologyadvisor.com/intersection/2008/09/25/tech2go-episode-21-and-laptop-makes-three/feed/ 01:02:27 Recorded live on September 18, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106 Moderator: Greg LaFollette Regular Guests: Randy Johnston, Brent Goodfellow Special Guest: Darren ... Recorded live on September 18, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106 Moderator: Greg LaFollette Regular Guests: Randy Johnston, Brent Goodfellow Special Guest: Darren Root Microsoft Online Services:  http://www.microsoft.com/online/default.mspx Multiple Monitors: - Tritton Extreme II -- http://www.trittontechnologies.com/products/TRIUV100.htm - Village Tronic VT Book -- http://www.villagetronic.com/vtbook/index.html - Matrox DualHead 2 Go -- http://www.matrox.com/graphics/en/products/gxm/ - DisplayLink -- http://www.displaylink.com/ - MaxVista -- http://www.maxivista.com/ Portals: How firms use them for branding and service differentiation. Microsoft SBS 2008 --- What’s the proper response for tax and accounting firms?  http://www.microsoft.com/sbs/en/us/default.aspxNext recording of Tech2Go: Episode # 22 --- Tuesday, October 21st, 12:30PM EDT on www.TalkShoe.comThanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/08/15/tech2go-episode-20-cpa2biz/ http://www.cpatechnologyadvisor.com/intersection/2008/08/15/tech2go-episode-20-cpa2biz/#comments Fri, 15 Aug 2008 17:24:43 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/08/15/tech2go-episode-20-cpa2biz/ http://www.cpatechnologyadvisor.com/intersection/2008/08/15/tech2go-episode-20-cpa2biz/feed/ 01:05:31 Recorded on August 14, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106Panelists: Randy Johnston, Dave McClure, Darren Root Special Guest: Erik AsgeirssonPayroll webinar: ... Recorded on August 14, 2008 Voice mail for questions / comments / etc: 800-456-0864 ext 2106Panelists: Randy Johnston, Dave McClure, Darren Root Special Guest: Erik AsgeirssonPayroll webinar: How Smart Firms Use Payroll as a Differentiator www.cpatechnologyadvisor.com/webcast/“Good to Great” --- www.jimcollins.com/ www.CPA2Biz.com www.Bill.com Thanks to Dave McClure for these links: Leave it on or turn it off? www.5starsupport.com/tutorial/on-off.htm Recycle cell phones: www.cellphonesforsoldiers.com www.recyclemycellphone.org Recycle computers: www.epa.gov/e-cycling/donate.htm Thanks to our Corporate Sponsor: ADP Next recording of Tech2Go (Episode # 21) will be September 18th, 2008 at 6:30pm EDT on www.TalkShoe.com Thanks to our Corporate Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/08/11/tech2go-innovation/ http://www.cpatechnologyadvisor.com/intersection/2008/08/11/tech2go-innovation/#comments Mon, 11 Aug 2008 15:14:38 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/08/11/tech2go-innovation/ http://www.cpatechnologyadvisor.com/intersection/2008/08/11/tech2go-innovation/feed/ 00:57:56 Thanks to our Corporate Sponsor: ADP 5th Annual Innovation in Tax Accounting Technology Awards – http://www.cpatechnologyadvisor.com/web/online/NEWS/TECHNOLOGIES-AWARDED-FOR-INNOVATION/1$2009 Copanion, Inc. for the GruntWorx syste Thanks to our Corporate Sponsor: ADP 5th Annual Innovation in Tax Accounting Technology Awards – http://www.cpatechnologyadvisor.com/web/online/NEWS/TECHNOLOGIES-AWARDED-FOR-INNOVATION/1$2009 Copanion, Inc. for the GruntWorx system http://www.copanion.com XCM Solutions for its Workflow Information Automation Software - http://www.xcmsolutions.com CCH, a Wolters Kluwer business, for ProSystem fx Document E-mail Management - http://tax.cchgroup.com/News/Press/PressReleases/20080613.htm Thomson Reuters for Engagement CS -- http://cs.thomson.com/engagement Thomson Reuters for PPC’s SMART e-Practice Aids – Risk Assessment --http://find.support.rg.thomson.com/training/Tax_and_Accounting_Courses.asp?startdate=enddate=keywords=category000012=onfeaturedlist=PPSlimittodates=zipcode=zipradius=25detaillevel=1 Productivity Survey: http://www.cpatechnologyadvisor.com/productivity/ SAS70: http://en.wikipedia.org/wiki/SAS_70 Hyper-V: http://en.wikipedia.org/wiki/Hyper-V Windows Deployment Services: http://en.wikipedia.org/wiki/Windows_Deployment_Services Tech2Go Episode # 20 will record on Thursday, August 14th at 10:00CDT on www.TalkShoe.com Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/06/27/tech2go-live-from-aicpa-tech/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/tech2go-live-from-aicpa-tech/#comments Fri, 27 Jun 2008 14:32:41 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/06/27/tech2go-live-from-aicpa-tech/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/tech2go-live-from-aicpa-tech/feed/ 00:51:45   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: ...   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: VM Ware -- www.vmware.com Citrix --- www.citrix.com/xensource Microsoft --- www.microsoft.com/virtualization/default.mspx Softricity --- www.microsoft.com/systemcenter/softgrid Novell - www.novell.com/linux/virtualization Microsoft Home Server JungleDisk --- www.jungledisk.com Amazon S3 -- aws.amazon.com/s3 Open Beta of PP1 for WHS – mswhs.com/2008/03/11/would-you-like-power-pack-1-sooner-rather-than-later www.MagicJack.com www.apple.com/iphone www.InstinctThePhone.com Marc Perkel -- www.digitalnative.org Social Networking www.Plaxo.com www.Facebook.com www.LinkedIn.com www.Twitter.com Next recordings: July 16, 2008; 11:00am EDT Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/06/02/tech2go-episode-17/ http://www.cpatechnologyadvisor.com/intersection/2008/06/02/tech2go-episode-17/#comments Mon, 02 Jun 2008 19:43:44 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/06/02/tech2go-episode-17/ http://www.cpatechnologyadvisor.com/intersection/2008/06/02/tech2go-episode-17/feed/ 00:57:57 ... 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 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/04/25/tech2go-episode-16/ http://www.cpatechnologyadvisor.com/intersection/2008/04/25/tech2go-episode-16/#comments Fri, 25 Apr 2008 21:21:24 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/04/25/tech2go-episode-16/ http://www.cpatechnologyadvisor.com/intersection/2008/04/25/tech2go-episode-16/feed/ 01:07:10 Recorded March 21, 2008 Voice mail for comments: 800-456-0864 ext 2106 Microsoft acquired desktop virtualization vendor Kidaro Microsoft acquisitions Kidaro VMWare XenSource Softricity / SoftGrid Toms Hardware Microsoft Server 2008 Launch / Recorded March 21, 2008 Voice mail for comments: 800-456-0864 ext 2106 Microsoft acquired desktop virtualization vendor Kidaro Microsoft acquisitions Kidaro VMWare XenSource Softricity / SoftGrid Toms Hardware Microsoft Server 2008 Launch / Visual Studio 2008 / Sequel Server 2008 Hyper V ADP Calculators / ADP Forms Printers LaserJet 4 American Consumer Institute IRS Section 7216 discussion (Notes courtesy of Randy Johnston) Guest: Steven Ladd, CEO of Copanion, Inc. makers of GruntWorx The rule was put in force by the IRS on January 3, 2008 as the second link below will show. Comments to the IRS and Treasury Department are due by 4/7/2008. Foreign outsourcing is not prohibited by the final regulations, which permit the disclosure of tax return information outside of the United States if the taxpayer consents to such disclosure. However, tax preparers who outsource (1040 series returns) to foreign countries will be required to: • Obtain written consent from the tax payer in advance. • Mask social security numbers on both the tax return software and source documents. The second bullet is difficult at best in most document management systems and tax preparation software. Some interpretations of the regulation allow no SS#’s to be used overseas, and others believe that redacted information is sufficient. The key difference in the regulation historically has been whether or not the people viewing the information were employees or not. Employees were excluded before, where most interpretations of the new regulation says employees are no longer exempt. http://a257.g.akamaitech.net/7/257/2422/01jan20081800/edocket.access.gpo.gov/2008/08-2.htm http://apps.irs.gov/newsroom/article/0,,id=177075,00.html http://www.irs.gov/newsroom/article/0,,id=151368,00.html Thanks to our Sponsor: ADP Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/03/25/tech2go-episode-15/ http://www.cpatechnologyadvisor.com/intersection/2008/03/25/tech2go-episode-15/#comments Tue, 25 Mar 2008 20:30:48 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/03/25/tech2go-episode-15/ http://www.cpatechnologyadvisor.com/intersection/2008/03/25/tech2go-episode-15/feed/ 1:06:18 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 ... 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. Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Randy Johnston Dave McClure Tech2Go Show Notes Episode 14 Recorded: March 13, 2008 Duration: 1:06:18 60.7 MB Thanks to our Sponsor: ADP California Communication Association - www.calcomwebsite.com Crossing the Chasm – Geoffrey Moore The Economist - Of internet cafés and power cuts Apple iPhone SDK Microsoft Server 2008 Launch Week Microsoft Hyper V K2 HP 6720s / 6820s Dell Latitude D530 / D630,  XPS,  Precision Lenovo X300 Toshiba Sony Fujitsu Intel VBI Program Kidaro Microsoft PowerPoint Next recording: March 20, 2008; 12:30pm EST Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/02/22/tech-2-go-episode-14/ http://www.cpatechnologyadvisor.com/intersection/2008/02/22/tech-2-go-episode-14/#comments Fri, 22 Feb 2008 22:29:40 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/02/22/tech-2-go-episode-14/ http://www.cpatechnologyadvisor.com/intersection/2008/02/22/tech-2-go-episode-14/feed/ 1:18:07 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 ... 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. Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Randy Johnston Dave McClure Tech2Go Show Notes Episode 14 Recorded: February 22, 2008 Duration: 1:18:07 73.3 MB Thanks to our Sponsor: ADP Tax season update --- discussion of tax rebate calculations. What vendors are doing. Most are waiting for IRS software industry call scheduled later this week. Guest: Jim Metzler, CPA.CITP VP of Small Firm Interests, AICPA former partner of Jennifer Wilson, Convergence Coaching PCPS is a centerpiece of Jim’s responsibility. Scanners: Fujitsu 5510 – 5520 (low) Fujitsu 5750 (mid) Fujitsu 5900 (high) ScanSnap Canon VRS Abbyy TWAIN / ISIS interfaces Financial Analysis Software: ProfitCents by Sageworks BizBench ProfitDriver Financial Analysis CS 2008 Server Topic of the Month: SECURITY Launch is February 28, 2008 Next recordings: March 13, 2008; 3:00pm EST March 20, 2008; 12:30pm EST Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/01/30/tech2go-episode-13/ http://www.cpatechnologyadvisor.com/intersection/2008/01/30/tech2go-episode-13/#comments Wed, 30 Jan 2008 15:40:53 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/01/30/tech2go-episode-13/ http://www.cpatechnologyadvisor.com/intersection/2008/01/30/tech2go-episode-13/feed/ 1:00:43 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 ... 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. Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Randy Johnston Dave McClure Tech2Go Show Notes Episode 13 Recorded January 24, 2008 Duration: [1:00:43] Thanks to our Sponsor: ADP CCH and Thomson engagement products are both up to date with Office 2007 Office 2007 Interactive Guides Patrick Schmidt RibbonCustomizer Office 2007 Student Edition The CPA Technology Advisor 2nd Annual Author Appreciation Dinner Microsoft Surface Microsoft Home Server ATX/Taxwise Support Consolidation Practice CS OfficeTools Pro Time Matters / Billing Matters FirmWorks Thomson Virtual Office RealTime Data Services Goldmine ACT Paul Thurott Next Recordings Tech2Go on TalkShoe – February 20, 3:30pm EDT AFS2Go on TalkShoe – February 20, 2008 Questions or Comments? 1-800-456-0864 x2106 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/01/03/tech2go-episode-12-and-now-were-a-year-old/ http://www.cpatechnologyadvisor.com/intersection/2008/01/03/tech2go-episode-12-and-now-were-a-year-old/#comments Thu, 03 Jan 2008 21:11:18 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2008/01/03/tech2go-episode-12-and-now-were-a-year-old/ http://www.cpatechnologyadvisor.com/intersection/2008/01/03/tech2go-episode-12-and-now-were-a-year-old/feed/ 1:04:02 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 ... 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. Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Randy Johnston Dave McClure Tech2Go Show Notes Episode 12 - And Now We’re a YEAR Old! Recorded December 19, 2007 Duration: 1:04:02 Thanks to our Sponsor: ADP Mobile Workers – What’s in the Bag? Randy’s Bag: From the School of Hard Knocks Never check bags – everything is carry-on! Must be AS PRODUCTIVE on the road as at your desk Battery rechargeable scanner – Planon Scanner Fujitsu ScanSnap S300 Zip-Linq Retractable Cables Cellular data card – Sprint / Verizon USB Hard Drive – Muse Thermalike Digital camera Shure headset JLab speakers NEC NP60 projector Plantronics 910 cordless headset Bose noise cancelling headphones iPod Ethernet cable USB presentation clicker Travel mouse USB hard drive Sony CyberShot camera Targus retractable cable system PCMCIA rechargeable mouse – MoGo Mouse Corkscrew Kensington cables Hartmann bag / Targus bag / Swiss Army Bag Portals: Any website that requires a username and password to deliver a specialized set of content Thomson seems to be market leader GoFileRoom CCH / Acct1st / DocIt Sharepoint Microsoft Server 2008 Topic of the Month: Network Access Protection Online tech ordering watch for best INFORMATION from REPUTABLE dealers www.Crutchfield.com www.Amazon.com www.NewEgg.com www.MicroCenter.com www.CNet.com www.pricescan.com www.Dell.com www.HP.com Next Recordings Tech2Go on TalkShoe – January 24, 2008 10:30AM EST SBC2Go on TalkShoe –January24, 2008 1:30PM EST AFS2Go on TalkShoe –January22, 2008 2:00PM EST Questions or Comments? 1-800-456-0864 x2106 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/11/28/tech2go-episode-11-windows-server-2008-ups-and-surge-protection-instant-messaging-and-gift-ideas/ http://www.cpatechnologyadvisor.com/intersection/2007/11/28/tech2go-episode-11-windows-server-2008-ups-and-surge-protection-instant-messaging-and-gift-ideas/#comments Wed, 28 Nov 2007 16:26:52 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/11/28/tech2go-episode-11-windows-server-2008-ups-and-surge-protection-instant-messaging-and-christmas-tech-gifts/ http://www.cpatechnologyadvisor.com/intersection/2007/11/28/tech2go-episode-11-windows-server-2008-ups-and-surge-protection-instant-messaging-and-gift-ideas/feed/ 1:11:01 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 ... 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 Microsoft Windows Server 2008, UPS and Surge Protection, Instant Messaging, and Christmas tech gifts. [Running time is 1:03:41] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Randy Johnston Dave McClure Tech2Go Show Notes Episode 11 - December 2007 Recorded November 21, 2007 Duration: 1:11:01 Thanks to our Sponsor: ADP CCH's new SDK CCH building a new SDK for building on CCH ProSystem fx platform Allows extensive customization and tight integration Microsoft Windows Server 2008 Virtualization – Actually not available in the product at launch, only virtualization of applications will be Bought Softricity for application virtualization technology Review License Agreements Microsoft – Windows Vista, Office 2007, etc. Adobe Reader 8.1 is compatible with Office 2007 and Windows Vista UPS and Surge Protection Proper Surge Protection on all electronic devices is critical UPS – Uninterruptable Power Supply Instant Messaging Protocols: MSN, ICQ, AIM, Yahoo!, Google Talk, etc. Trillian and Pidgin can connect to multiple protocols at once Microsoft Professional Accountants Network and Action Pack Soon to come with qualification requirements tests Christmas Wishes - Tech Gifts CatBird Pocket V-Agent – USB Security Software HP Windows Home Server – 1TB Model Apple iPhone Xbox 360 Garmin GPS, StreetPilot G580, Zumo 550 Logitech Harmony Remote Control Slingbox AV Verizon FIOS fiber optic internet service Drobo from Data Robotics – Data backup and archiving solution Yamaha YSP-4000 Digital Sound Projector Next Recordings Tech2Go on TalkShoe – December 19, 2007, 5:30 EST SBC2Go on TalkShoe – November 21, 2007, 2:30 EST AFS2Go on TalkShoe – November 21, 2007, 12:00 EST Questions or Comments? 1-800-456-0864 x2106 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/11/06/tech2go-episode-10-scanning-software-windows-home-server-entertainment-devices-and-the-future/ http://www.cpatechnologyadvisor.com/intersection/2007/11/06/tech2go-episode-10-scanning-software-windows-home-server-entertainment-devices-and-the-future/#comments Tue, 06 Nov 2007 21:24:13 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/11/06/tech2go-episode-10-scanning-software-windows-home-server-entertainment-devices-and-the-future/ http://www.cpatechnologyadvisor.com/intersection/2007/11/06/tech2go-episode-10-scanning-software-windows-home-server-entertainment-devices-and-the-future/feed/ 1:03:41 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 ... 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 "Scan and Organize" and "Scan and Populate" software, Windows Server 2008, Windows Home Server, Entertainment Devices, and the future of accounting technology. [Running time is 1:03:41] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Randy Johnston Tech2Go Show Notes Episode 10 - November 2007 Recorded October 24, 2007 Duration: 1:03:41 Thanks to our Sponsor: ADP “Scan and Organize/Populate” Software Intuit will no longer offer Source Doc Auto-Entry Copanion is launching a new “Scan and Organize” product SurePrep “paved the way” in this category Thomson will have a limited release of a product in this category soon CCH has two products in this space Special Guests Dave Ciesleck Technology Security Expert Member of the AICPA ITech committee Chairs Top 10 Technology Initiatives CAL Society Member SANS Institute GIAC Certification Darren Root Member of the CITP credential committee Windows Server 2008 Takes advantage of 64-bit features, while still supporting 32-bit hardware Terminal Services in Windows Server 2008 Virtualization built-in on 64-bit platform ADP Introduces new online service “Run”: ADP Run for Accountants Program ADP Run Website New Podcasts Small Business Consulting 2 Go Greg LaFollette and Doug Sleeter Accounting Firm Security 2 Go Greg LaFollette and Dave Ciesleck Windows Home Server OEM Software is in the market and available now through distribution channels like NewEgg. Retail availability will be through pre-built hardware from vendors like HP, Dell, Sony, etc. Additional functionality to be added in a “service pack”-type release Entertainment - DVRs, TiVO, Gaming, etc. Xbox 360 integrates with Windows Media Center to use your TV for everything HP Blackbird gaming computers Look into the future of accounting technology AICPA’s Top Technology Initiatives Survey will be published very soon on 29+ different technology initiatives and will be sent to members various accounting technology groups Next Recordings Tech2Go on TalkShoe – November 20, 2007 SBC2Go on TalkShoe – November 21, 2007, 2:30 EST AFS2Go on TalkShoe – November 21, 2007, 12:00 EST Questions or Comments? 1-800-456-0864 x2106 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/09/28/tech2go-episode-9-iphone-for-cpas-scan-and-organize-data-backup-and-guest-david-wyle/ http://www.cpatechnologyadvisor.com/intersection/2007/09/28/tech2go-episode-9-iphone-for-cpas-scan-and-organize-data-backup-and-guest-david-wyle/#comments Fri, 28 Sep 2007 22:30:05 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/09/28/tech2go-episode-9-iphone-for-cpas-scan-and-organize-data-backup-and-guest-david-wyle/ http://www.cpatechnologyadvisor.com/intersection/2007/09/28/tech2go-episode-9-iphone-for-cpas-scan-and-organize-data-backup-and-guest-david-wyle/feed/ 00:01:01 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 ... 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 the hot new Apple iPhone, Scanning and Organizing Products, data backup, Microsoft Home Server, and has a special guest David Wyle, Founder and CEO of SurePrep, LLC. [Running time is 0:58:49] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Dave McClure Randy Johnston Tech2Go Show Notes Episode 9 - October 2007 Recorded September 17, 2007 Duration: 0:58:49 Thanks to our Sponsor: ADP Apple iPhone Revolutionary gadget; not a business device (yet). LG Prada Phone Keep an eye on it, may offer more business use than the iPhone Special Guest David Wyle President and CEO, SurePrep, LLC Scanning (and Organizing) Products SurePrep CCH Prosystem fx Scan Acct1st Doc-it GoFileRoom Intuit Lacerte 1040 Scan Data Backup Software Backup Exec ARCserv UltraBac Hardware Tape Drives Hard Drives High-Rely - TapeSucks.com Web-Based E-Folder Amazon S3 Microsoft Home Server Works for small to medium sized business as well as home networks Questions or Comments? 1-800-456-0864 x2106 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/08/30/tech2go-episode-8-virtualization-and-the-past-and-future-of-payroll/ http://www.cpatechnologyadvisor.com/intersection/2007/08/30/tech2go-episode-8-virtualization-and-the-past-and-future-of-payroll/#comments Thu, 30 Aug 2007 21:46:38 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/08/30/tech2go-episode-8-virtualization-and-the-past-and-future-of-payroll/ http://www.cpatechnologyadvisor.com/intersection/2007/08/30/tech2go-episode-8-virtualization-and-the-past-and-future-of-payroll/feed/ 00:01:01 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 ... 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 the past and future of Payroll, the VMWare IPO, and Virtualization. [Running time is 1:01:43] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Dave McClure Randy Johnston Tech2Go Show Notes Episode 8 - September 2007 Recorded August 27, 2007 Duration: 1:01:43 Thanks to our Sponsor: ADP Payroll Payroll preparation transitioned from accounting profession exclusivity to businesses like ADP.com and PayChex.com who offer payroll processing services to others as a business in the late 70’s and early 80s. Advances in technology have allowed accounting firms back in the payroll business. This competition has resulted in payroll industry companies offering to “partner” with accounting firms to offer payroll services to their clients. Pay cards Loadable pay cards that can be used as debit cards Useful for paying employees who do not have bank accounts As many as 20-25% of employees are “un-banked” Employees can use the cards for purchases or at ATMs to get cash Eliminates the need for paper checks Allows everyone to be paid electronically through ACH transactions Online Payroll options like PayCycle.com Increasing availability of online payroll options Very accessible, elegant, and convenient Payroll becoming much more streamlined and simpler to use, making it much more profitable and lucrative for CPAs to offer their clients VMWare IPO Virtualization technology with relatively few current competitors Valued at around $20 billion Virtualization Microsoft Virtual PC 2007 - Virtual Console “New” button opens a wizard that walks you through setting up a virtual machine You can install an operating system on your blank virtual machine – it is treated like an entirely separate computer Install all the applications and programs you want, just like you would a brand new computer Backup the copy and save the file to an external source Virtualizing Servers One physical server instead of multiple physical servers Single server that is the host for several virtual servers Save money by avoiding the need for multiple expensive servers VMWare [vmware.com] A little more “mature” than other existing products Can convert Microsoft Virtual PC containers (as well as others) to VMWare containers that are much smaller in overall filesize Free evaluations of all products VMWare Server is a free download Network Application Sharing Citrix Method – [ citrix.com ] Thin-client with most of the processing on the server Applications and all data is held on the server Client connects to server and sends “clicks” and “keystrokes” Server performs the actions and sends screenshots back of what has happened Softricity Method – [ microsoft.com/systemcenter/softgrid ] “Softgrid” server has “sequencers” that extract all the application-specific settings and sends little pieces of the application to the client as needed All the work is done on the local machine, just as if the application were installed on the local machine Local machine caches application information to run faster Now that Microsoft own it, it can be integrated with Windows user roles and permissions Next episode of Tech2Go will be recorded LIVE at Ta Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/07/30/tech2go-episode-7-engagement-and-trial-balance-software-exchange-server-2007-netsuite-ipo-and-gps-navigation-systems/ http://www.cpatechnologyadvisor.com/intersection/2007/07/30/tech2go-episode-7-engagement-and-trial-balance-software-exchange-server-2007-netsuite-ipo-and-gps-navigation-systems/#comments Mon, 30 Jul 2007 18:58:05 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/07/30/tech2go-episode-7-engagement-and-trial-balance-software-exchange-server-2007-netsuite-ipo-and-gps-navigation-systems/ http://www.cpatechnologyadvisor.com/intersection/2007/07/30/tech2go-episode-7-engagement-and-trial-balance-software-exchange-server-2007-netsuite-ipo-and-gps-navigation-systems/feed/ 00:01:01 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 ... 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 Engagement and Trial Balance software, Microsoft Exchange Server 2007, the NetSuite IPO, GPS Navigation Systems, and upcoming Conferences and Tradeshows. [Running time is 1:06:38] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Dave McClure Randy Johnston Tech2Go Show Notes Episode 7 - August 2007 Recorded July 27, 2007 Duration: 1:06:38 Thanks to our Sponsor: ADP Engagement Software vs. Trial Balance Software Engagement Software CCH ProSystem fx Engagement, extensive presence in larger firms; moving to smaller firms CaseWare Working Papers, small estimated U.S. share; large Canadian and international share Thomson Engagement CS, very strong in smaller firms; moving to larger firms 1,215 audit regulation changes Paperless support is not being properly implemented by most CPA firms Data linking features are often unused by CPA firms 25%-35%+ productivity gain by using the paperless tools properly Engagement software and document management software (DMS) serve different purposes PPC eTools is often used in conjunction with engagement software Engagement software will help your teams stay in compliance Microsoft Exchange Server 2007 Shift from single-role server to a five-role server: Edge transport server Hub transport server Mailbox – Mail server Client Access – Outlook web access, mobile devices Unified Messaging Exchange 2007 “Gotchas” from 2003 version Requires 64-bit hardware, and 64-bit versions of Windows Minimum 2GB RAM No option for an in-place upgrade on the server De-emphasis on “Public Folders” (but will still support them) Administrative services now done through a command-line interface via an administrative shell Excellent built-in anti-spam filters – virtually eliminates spam Increased performance on mobiles and new “lite” feature for web access with only the necessary features to consume less bandwidth You can now schedule “Out of Office” time to expire at a certain time Unified Messaging now has “Outlook Voice Access” to connect your telephone to your mailbox Full index searching – search entire mailbox very quickly Administrators now have the ability to search across multiple mailboxes Outlook 2007 connection will now “auto-discover” an Exchange 2007 server on the same network to eliminate lengthy configuration steps Helpful 2003 to 2007 conversion utilities: PowerFile Lucid 8 Exchange 2007 Small Business Server edition will be released mid-2008 NetSuite IPO Software as a Service (SaaS) company Seeking $75 million Maintains software and hosted applications in a single 3rd party datacenter, with no backup or failover servers in a different location GPS Navigation Systems Companies: Magellan, Garmin, TomTom GPS Informational Links http://gpsinformation.net/ http://www.gpsinformation.org/dale/PocketPC/wince.htm http://gpsinformation.net/main/ot-20.htm http://reviews.cnet.com/GPS/2001-3490_7-0.html?tag=ont.gps http://www.pocketgpsworld.com/item-menu.php?idSubCat=11 Three classes of GPS devices: Handheld personal units Standalone Built-Ins (for automobiles) Look for devices that allow you Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/06/28/tech2go-episode-6-live-from-the-aicpa-tech-conference/ http://www.cpatechnologyadvisor.com/intersection/2007/06/28/tech2go-episode-6-live-from-the-aicpa-tech-conference/#comments Thu, 28 Jun 2007 15:30:57 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/06/28/tech2go-episode-6-live-from-the-aicpa-tech-conference/ http://www.cpatechnologyadvisor.com/intersection/2007/06/28/tech2go-episode-6-live-from-the-aicpa-tech-conference/feed/ 00:01:01 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 ... 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 the AICPA TECH+ Conference, Tech2Go's new sponsor - ADP, the CITP credential, the 2007 Tax Accounting Technology Innovation Awards, and Virtualization. [Running time is 1:00:51] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT James Bourke CPA.CITP Special Guest Randy Johnston Tech2Go Show Notes Episode 6 - July 2007 Recorded June 12, 2007 Duration: 1:00:51 First Impressions from TECH+ Attendance up about 20% over last year Lots of attendees and activity Randy's Session New Tech2Go Sponsor: ADP CITP Credential For CPAs with tech backgrounds or interests Reach out to state societies “Big 15” – Reached out to largest 15 state societies to promote the CITP credential 11 states participates in the 6-month challenge Added 101 New CITPs through the challenge California: 21 people increase in new CITP credentials in 6 months Indiana: 33% net increase in new CITP credentials in 6 months Watch video of the CITP Introduction and award winners New CITP challenge for 2008 2007 Technology Innovation Awards Microsoft: Microsoft Office Accounting Express 2007 Free version, freely available and downloadable Offered with the Office suite package Looks and feels like other products in the Office suite Intuit: Intuit Lacerte SmartMap Feature Insight and design innovation Making things easier for the practitioner Drag Drop accounts and numbers onto tax return to save time SurePrep, LLC: 1040SCAN OCR (Optical Character Recognition) with forms recognition Automatically inserts information into software Firms say they are saving about 25% of their entry time Thomson Tax Accounting: Practice CS Dashboards Customizable set of snippets of information and areas that can be customized Has multiple views: Firm view, staff view and client view BankServ: DepositNow A/R Check scanning and automatic electronic bank deposit Captures check data and automatically enters client payment into accounting software to keep balances up to date Virtualization: What is it? Servers Could be THE big software improvement over the next 5 to 10 years Take one or more physical servers – “Host Computer” Add software to “talk” to all the hardware like printers, files and other devices Virtually splitting one server into many different servers, dividing up server resources to be used more efficiently Isolates and allows software requiring a server to run inside its own “container” where it will think it is the only software on the server. Allows you to use one “virtually divided” server for everything instead of multiple servers dedicated to single tasks or software operations Desktops Parallels for Macintosh computers allows you to run both Macintosh and Windows operating systems simultaneously Virtualize a desktop with VMWare Allows one computer to run multiple operating systems simultaneously – You can run Windows Vista and Windows XP at the same time Microsoft Virtual PC 2007 – Free download Microsoft Virtual Server – Also free download Solve specific system requirements and software conflicts with virtualization software Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/06/01/tech2go-episode-5-sage-insights-technology-innovation-awards-and-workflow-products/ http://www.cpatechnologyadvisor.com/intersection/2007/06/01/tech2go-episode-5-sage-insights-technology-innovation-awards-and-workflow-products/#comments Fri, 01 Jun 2007 14:46:25 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/06/01/tech2go-episode-5-sage-insights-technology-innovation-awards-and-workflow-products/ http://www.cpatechnologyadvisor.com/intersection/2007/06/01/tech2go-episode-5-sage-insights-technology-innovation-awards-and-workflow-products/feed/ 00:01:01 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 ... 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 the Sage Insights Conference, The Technology Innovation Awards, Workflow products, and then addresses a few listener questions. [Running time is 1:03:49] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Dave McClure Randy Johnston Tech2Go Show Notes Episode 5 - June 2007 Recorded May 21, 2007 Duration: 1:03:49 Sage Insights Conference and “Eco-System” Group Restructuring of Sage business divisions Getting serious about the small and medium-sized business market Tradeshow highlights Technology Innovation Awards Presented at California Accounting Business Show in LA on June 4 Presented to the profession on Tuesday, June 12, at the AICPA TECH+ Conference Voting ballot included 41 different product entries Innovative Product Impressions Document Management category rapidly evolving and growing Mobile cell phone and email device entered for the first time Forms recognition and OCR technology, data auto-entry – SurePrep 1040 Scan, Lacerte Source Doc Auto Entry Check scanning and bookkeeping auto-entry through QuickBooks – BankServ DepositNow! A/R Practice Management – time and billing – BillQuick, Practice CS Web-based CPE tracker for individuals – CPE Tracker Paperless Software products and integrations – Acct1st DMS Forecasting, Budgeting and Modeling CCH Tax Zone Locator for looking up zipcode locations and applicable software products to deal with specialized tax implications Workflow Products XCM, SurePrep, Acct1st DMS, and more Some disparity between systems for all the different workflows and software packages Microsoft SharePoint 2007 customizable workflow for document sharing Workflow good, but still not as integrated across the different products as it could be Firms are saying that investment in workflow is worth the effort and money Data management and Knowledge management become part of workflow Adobe LiveCycle product for business workflow and PDF documents Listener Questions 16:9 aspect ratio monitors vs. older 4:3 aspect ratio More screen real estate at an inexpensive price New software interfaces arranged to take advantage of wider monitors Rotating benefit from portrait to landscape mode for documents Microsoft Annual Program (MPAN and ActionPack) Microsoft Professional Accountants Network Access to the ActionPack with generous software license allowances Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/05/02/tech2go-episode-4-e-filing-smartphones-hosted-exchange-word-2007-and-action-pack/ http://www.cpatechnologyadvisor.com/intersection/2007/05/02/tech2go-episode-4-e-filing-smartphones-hosted-exchange-word-2007-and-action-pack/#comments Wed, 02 May 2007 20:17:29 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/05/02/tech2go-episode-4-e-filing-smartphones-hosted-exchange-word-2007-and-action-pack/ http://www.cpatechnologyadvisor.com/intersection/2007/05/02/tech2go-episode-4-e-filing-smartphones-hosted-exchange-word-2007-and-action-pack/feed/ 00:01:01 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 ... 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 Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/03/30/tech2go-3-dst-office-2007-excel-pivot-tables-cch-acquisitions-practice-management/ http://www.cpatechnologyadvisor.com/intersection/2007/03/30/tech2go-3-dst-office-2007-excel-pivot-tables-cch-acquisitions-practice-management/#comments Fri, 30 Mar 2007 22:00:27 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/03/30/tech2go-episode-3-dst-office-2007-excel-pivot-tables-cch-acquisitions-practice-management-and-trade-shows/ http://www.cpatechnologyadvisor.com/intersection/2007/03/30/tech2go-3-dst-office-2007-excel-pivot-tables-cch-acquisitions-practice-management/feed/ 00:01:01 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 ... 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 the Daylight Saving Time switchover, filing season updates, Office 2007 - especially Excel and Pivot Tables, CCH acquisitions of ATX and TaxWise, Practice Management software, and relevant upcoming trade shows and conferences. [Running time is 0:52:31] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Richard Oppenheim CPA.CITP Special Guest Randy Johnston Tech2Go Show Notes Episode 3 – March 2007 Recorded March 23, 2007 Introductions Greg LaFollette, Host Richard Oppenheim, special guest Randy Johnston Brent Goodfellow Daylight Savings Time (DST) Change (3 minutes, 20 seconds) - Significant amount of time spent on getting ready for changeover - Minor quirky issues, Microsoft DST tool uninstalled Office 2007 without notice - Another DST change set for the fall, but larger time window to prepare Filing Season Update (4 minutes, 40 seconds) - Issues with the web-based filing system that CCH recently launched, but it is a brand new fully from-scratch project - CCH ProSystemsFx Scan issues - Watch bulletin boards for problems and issues that others are having - Increased efficiency for firms going paperless - Lacerte User Group, Thompson CS Support and the ProFX User Group Office 2007 Expectations for Accountants (18 minutes, 20 seconds) - Major changes are in the interface: from menus and toolbars to tabs and ribbons - Interface designed to expose more features instead of burying them in menus - Interactive Guides: Excel, Word, PowerPoint – Trains you on where features have moved to from Office 2003 to Office 2007. - Good help on Office Online – click the “Help and How-to” tab - File compatibility issues: Older formats do not always open up correctly, and files do not always save with full backwards compatibility. Microsoft Excel 2007 - Compatibility Mode: Different than just saving in a different version - Add-In modules that depend on Excel from companies like Thompson and CCH will have to be re-written using the ribbon-style menus and toolbars for Office 2007. - Pivot tables interface has changed quite a bit – makes it much easier to use, learn, and implement quickly. - Page layout view with headers and footers visible and editable using the standard markup buttons available - Support for imaginary numbers and other higher mathematical functions CCH Acquisitions – ATX and TaxWise (5 minutes, 40 seconds) - Serves smaller businesses and markets, used in over 50,000 accounting firms - CCH is looking to add volume by serving the smaller markets - CCH forms Small Firms Services Group, appoints Jeff Gramlich as president to keep products separate and focused on smaller firms Practice Management Software (6 minutes, 30 seconds) - From Reader’s Choice Survey: Huge numbers of small firms use QuickBooks for time billing, managing accounts receivable, and for managing customers - Thompson Practice CS – Much more developed and advanced solution – different views for staff, firms, and clients - CCH is right behind Thompson with a similar product launching soon - Digital Dashboard for fully customized and individualized view for each person or group - Expect more features from QuickBooks to better help smaller firms in the area of Practice Management Conferences, Trade Shows, CPE, etc. (11 minutes, 23 seconds) CPA Business Tech Expo – May 16-17 New Jersey Accounting Business Tech Show – May 23-24 NSA – Portland – August 16-17 California Accounting Business Show – Los Angeles – June 4-5 CCH Users Conference – Dallas – November 4-7 Thomson Tax Accounting – Hawaii – Nov Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/03/02/tech2go-hardware-software-mpan-office-accounting-pdas/ http://www.cpatechnologyadvisor.com/intersection/2007/03/02/tech2go-hardware-software-mpan-office-accounting-pdas/#comments Sat, 03 Mar 2007 00:16:45 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/03/02/tech2go-hardware-software-mpan-office-accounting-pdas/ http://www.cpatechnologyadvisor.com/intersection/2007/03/02/tech2go-hardware-software-mpan-office-accounting-pdas/feed/ 00:01:01 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 ... 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 useful hardware and software tools to boost productivity, Microsoft Professional Accountants Network (MPAN), Microsoft Office Accounting, and the current state of PDA Smartphones. [Running time is 1:17:44] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Dave McClure Randy Johnston Tech2Go Show Notes Episode 2 – February 2007 Recorded February 19, 2007 Introductions Greg LaFollette, Host Randy Johnston Dave McClure Brent Goodfellow Hardware / Software Tools HW – Multi-flash card reader [Like 9-in1] SW –LavaSoft AdAware Personal SE SW – Spybot Search Destroy Issue: USB ports filled and possible solutions SW – Windows Defender built-into Windows Vista – built-in anti-spyware and anti-virus for the operating system with no extra cost SW – Password Depot version 3 – maintains usernames and passwords for a broad number of websites and logins – around $30 SW –Second Copy– replicates data to backup devices like network storage or USB keys SW –eWallet– similar to password depot SW – Microsoft OneNote 2007 for taking notes during meetings and calls SW –Be-in-Sync– allows synchronization of folders between multiple computers, works over the internet so you can access the files from anywhere HW – SimpleTech 500 GB network storage for backups and additional file storage Microsoft Microsoft Professional Accountants Network (MPAN) – FREE signup, fairly easy entry – just show that you are an accountant. ActionPack - $299 per year – subscription gives you legally licensed software - includes 10 licenses for Windows Vista Business and 10 copies of Office 2007. The ActionPack also comes with a business critical support 800 number with free support for business-critical issues and offers 27 hours of free CPE credit for training on Microsoft products online or on a disk. Windows Vista Versions Business – Equivalent to Windows XP Pro Enterprise – Has all the extras Ultimate – Has every Vista technology available; a cross between Windows Media Center Pro and Tablet Edition You change the product key to upgrade to a different version, or “open” the different features that are associated with each different version. Microsoft Office Accounting Office Accounting Express– Free downloadable version that offers very useable accounting features. Has most key features that small business would use. Version includes access to (at a fee) ADP payroll processing, PayPal, and eBay integration and Equifax credit monitoring capabilities. Office Accounting Professional– More advanced features for larger businesses needing features like multiple users, inventory, journal entry worksheets, etc. Reader/Listener Letter Tech2Go comments or questions 800-456-0864 x 2106 Solution Hosted Exchange server ASPOne, MyHosting, AppRiver offer these hosted services Setup full Exchange or SharePoint server for around $30 per month for the basic accounts AppRiver - $12.95 per month per mailbox, unlimited size, including excellent spam filtering. A hosted Exchange server allows you to eliminate worry about the technical aspects of handling the data or managing a server. It also allows automatic synchronization of all your emails and access over the web when you are away from the office. Most services also allow for automatic synchronization of your calendar on a PDA device like Palm and Windows Mobile. PDA Platforms – Palm or Windows Mobile? Pick the carrier that will work best for you – consider data speeds and areas of service W Tech2Go M. Darren Root, CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2007/01/31/tech2go-windows-vista-microsoft-office-ces-2007-and-more/ http://www.cpatechnologyadvisor.com/intersection/2007/01/31/tech2go-windows-vista-microsoft-office-ces-2007-and-more/#comments Wed, 31 Jan 2007 23:54:13 +0000 vlucas http://www.cpatechnologyadvisor.com/intersection/2007/01/31/tech2go-windows-vista-microsoft-office-ces-2007-and-more/ http://www.cpatechnologyadvisor.com/intersection/2007/01/31/tech2go-windows-vista-microsoft-office-ces-2007-and-more/feed/ 1:12:29 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 ... 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 Vista, Office 2007, their discoveries from CES, and state of scanning products being offered to the profession. [Running time is 1:12:29] Gregory L. LaFollette CPA.CITP Brent Goodfellow CPA.CITP, MCSE, MST, MCT Dave McClure Randy Johnston Show Notes: Introduction Introduction to the program and Tech2Go series Introduction to columnists: Greg LaFollette, Brent Goodfellow, Dave McClure, and Randy Johnston Consumer and Home Electronics Consumer Electronics Show (CES) 2007 World's largest technology tradeshow - showcases new and upcomnig products on the consumer market. Microsoft Zune New portable digital media player from Microsoft - plays mp3s and other music formats, music videos, and displays pictures. Windows Home Server Seamless home network computer backup and file storage Microsoft Xbox 360 The latest gaming and home entertainment system to compete with Sony and Nintendo. Windows Vista and Office 2007 Microsoft Windows Vista Microsoft's new operating system - when to upgrade, what you need to know, and how it applies to accounting. Microsoft Office 2007 New software, features, and enhancements from the previous versions and what you need to know. Scan products Products that scan tax workpapers and related documents such as K-1s and W-2s, organizing them in the appropriate order that the 1040 appears. Some go as far as automatically populating the 1040. These products represent a revolution in document processing and workflow, simplifying a painful process and improving consistency. ProSystem fx Scan from CCH, a Wolters Kluwer business Source Doc Auto-Entry from Intuit Lacerte SurePrep Express from SurePrep Doc.It DM from Doc.It GoFileRoom TaxFlow from Thomson Tax and Accounting Tech2Go M. Darren Root, CPA.CITP no No