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. Fri, 27 Jun 2008 14:45:19 +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/2008/06/27/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 Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/#comments Fri, 27 Jun 2008 13:56:02 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/ http://www.cpatechnologyadvisor.com/intersection/2008/06/27/sbc2go-building-a-webstore/feed/ 00:50:25   Gregory L. LaFollette CPA.CITP   Doug Sleeter SmallBusinessConsulting2GoEpisode 9 Recorded June 24, 2008 00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.com The CPA Technology Advisor Reader ...   Gregory L. LaFollette CPA.CITP   Doug Sleeter SmallBusinessConsulting2GoEpisode 9 Recorded June 24, 2008 00:50:37 46.1 MB Regular Guest: Doug Sleeter, Principal at the Sleeter Group www.Sleeter.com The 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 Small Business Consulting 2 Go 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/2008/06/17/ibi2go-episode-4-innovation-with-sabbatis/ http://www.cpatechnologyadvisor.com/intersection/2008/06/17/ibi2go-episode-4-innovation-with-sabbatis/#comments Tue, 17 Jun 2008 14:01:28 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/06/17/ibi2go-episode-4-innovation-with-sabbatis/ http://www.cpatechnologyadvisor.com/intersection/2008/06/17/ibi2go-episode-4-innovation-with-sabbatis/feed/ 00:19:36 Brought to you by CCH Brought to you by CCH Intelligent Business Ideas 2 Go Greg LaFollette 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 Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/05/22/ibi2go-episode-3/ http://www.cpatechnologyadvisor.com/intersection/2008/05/22/ibi2go-episode-3/#comments Thu, 22 May 2008 16:25:30 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/05/22/ibi2go-episode-3/ http://www.cpatechnologyadvisor.com/intersection/2008/05/22/ibi2go-episode-3/feed/ 00:28:29 Brought to you by CCH Brought to you by CCH Intelligent Business Ideas 2 Go Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/ http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/#comments Thu, 15 May 2008 20:28:43 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/ http://www.cpatechnologyadvisor.com/intersection/2008/05/15/sbc2go-episode-8/feed/ 00:45:51 Small Business Consulting 2 Go Episode # 8 – “Point of Sale” Recorded live at www.TalkShoe.com --- running time 45:13 Featuring Doug Sleeter of The Sleeter Group (www.Sleeter.com) Guest: ... Small Business Consulting 2 Go Episode # 8 – “Point of Sale” Recorded live at www.TalkShoe.com --- running time 45:13 Featuring Doug Sleeter of The Sleeter Group (www.Sleeter.com) Guest: Leslie Capachietti of Automated Financial Solutions, Inc. (www.afsbooks.com) www.attitudepositive.com works with QuickBooks and Peachtree Next episode will be recorded on June 24th at 11:00am CDT Voice mail at 800-456-0864 ext 2106 Small Business Consulting 2 Go 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/2008/05/05/surface-computing-%e2%80%94-imagine-the-possibilities/ http://www.cpatechnologyadvisor.com/intersection/2008/05/05/surface-computing-%e2%80%94-imagine-the-possibilities/#comments Mon, 05 May 2008 17:49:54 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/05/05/surface-computing-%e2%80%94-imagine-the-possibilities/ http://www.cpatechnologyadvisor.com/intersection/2008/05/05/surface-computing-%e2%80%94-imagine-the-possibilities/feed/ 00:07:15 By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT Imagine an iPhone the size of a coffee table and with a 30-inch display. Okay, while “surface computing” is ... By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT Imagine an iPhone the size of a coffee table and with a 30-inch display. Okay, while “surface computing” is obviously not a device for your pocket, the new technology features similar tactile, touch-screen computing functions that may revolutionize restaurants, hotels, retail stores and entertainment venues. Brent recently got some hands-on time with Microsoft’s version, called Microsoft Surface, which works by using cameras to sense objects, hand gestures and touch. He explores the new technology and how it can benefit consumers, as well as the potential benefit it will have to the practice of public accounting. Columnist Corner Greg LaFollette CPA.CITP no No http://www.cpatechnologyadvisor.com/intersection/2008/05/05/tax-season-e-security-update/ http://www.cpatechnologyadvisor.com/intersection/2008/05/05/tax-season-e-security-update/#comments Mon, 05 May 2008 17:43:07 +0000 rdennis http://www.cpatechnologyadvisor.com/intersection/2008/05/05/tax-season-e-security-update/ http://www.cpatechnologyadvisor.com/intersection/2008/05/05/tax-season-e-security-update/feed/ 00:12:52 By John Anderson, CPA.CITP, CIA, MSA Tax season is coming, but while even security-conscious professionals turn toward tax compliance, the hackers and other bad guys are ... By John Anderson, CPA.CITP, CIA, MSA Tax season is coming, but while even security-conscious professionals turn toward tax compliance, the hackers and other bad guys are still trying to get to your data. John explains the latest security standards that can help a practice start on safer ground, and then offers additional advice for keeping your networks and client information secure. Columnist Corner Greg LaFollette CPA.CITP no No