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CPA Technology Advisor Newsletter
CCH a Wolters Kluwer business

CCH Kleinrock

Thomson Reuters

Online Tools & Resources

  • Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
  • Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
  • Podcasts - Check out our monthly podcast programs:
  • TheTechGap.com - Blog from Executive Editor Gregory L. LaFollette, CPA.CITP that covers the random musings of this thought leader
  • Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category
  • Document Management Product Selector - free survey that offers suggestions for document management/storage products that are the best fit for your firm based on your responses
Productivity Survey


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The CPA Technology Advisor
420 N. Kickapoo
Shawnee, OK 74801
Phone: (800) 456-0864
Fax: (405) 275-3101

Cygnus Business Media

Readers Survey

arrow 2009 Readers Choice Awards

The Voters Have Spoken
By Isaac O'Bannon, Technology Editor
What's your favorite tax prep system? What accounting products do you prefer your clients use? Our readers answered these questions and more... and there are a few surprises in this year's results.
Read more


Advanced Micro Solutions

REVIEWS FOR YOUR FIRM

arrow Review of Tax Research Programs

Do You Know What You Don't Know?
By Isaac O'Bannon, Technology Editor
In the world of tax law, change has become the status quo, with major legislation coming virtually every year. Keeping up with these myriad changes is a must in oder to effectively service your clients, but try as you may, you cannot know everything. That's where tax research systems can save the day.
Read more


Thomson Reuters

REVIEWS FOR YOUR Client

arrow Review of Not-For-Profit Products

NFP Management Functions More Cricial Than Ever
By Anna M. Sheets, CPA
Nonprofit organizations are as creative as they are diverse, and the ever-changing landscape of opportunities, requirements and requests means they must stay agile, and selecting the most appropriate accounting program is a key factor in their ability to meet changing needs.
Read more


GruntWorx by Copanion

arrow Emerging Technologies

By Richard Oppenheim, CPA.CITP
As the years go by, technology delivers to us never ending changes in how we can manage our work in new and improved ways. Rich asks (and answers) the question, "Why should we be interested in what’s next when we are so busy dealing with what needs to be done today?"
Read more



Productivity in Practice

arrow Primes' Numbers

By Isaac M. O’Bannon, Technology Editor
See how one firm has scored on The CPA Technology Advisor’s Productivity Survey and learn more about what practices have worked and not worked for this firm. We hope you’ll see your firm in these pages … or at least a firm very much like yours.
Read more


dms survey

Don't Miss Any of Our Regularly Scheduled Podcasts!

The Intersection Live Podcast Series is brought to you
by ADP Small Business Services.


  • Tech2Go provides a fast-paced roundtable discussion with Executive Editor Greg LaFollette and regular columnists Brent Goodfellow, Randy Johnston and Dave McClure. These thought leaders tackle current technology issues that are impacting the tax and accounting profession.

  • SBC2Go features nationally recognized accounting software expert Doug Sleeter. He and Greg discuss technology, QuickBooks and other small business consulting accounting software, integration, add-ons, online software, and the process of developing an accounting software consulting practice.
    Sponsored by A/R Connection

  • DMA2Go features Executive Editor Greg LaFollette and the country's foremost document management consultant, John Higgins. John is a CPA and a CITP and has been helping tax and accounting firms move to "the digital world" for over 20 years. He and Greg talk about product and system evaluation factors, scanning, workflow, portals, Adobe Acrobat -- all with a laser focus on the special needs of the practicing accountant.

  • IBI2Go (Intelligent Business Ideas 2 Go) features Executive Editor Greg LaFollette interviewing various thought leaders in the profession to discuss "Intelligent Business Ideas" and best practices. Meet these movers and shakers and glean insight into the minds of today’s mavens as they discuss topics such as staff training, health in the workplace, effective staff communication, and “How to Grow Your Business.”
    Sponsored by CCH, a Wolters Kluwer business

  • We would love to hear from you. Call 800-456-0864, ext. 2106 to ask questions and leave comments. Or tune in to future episodes where you'll be able to ask questions LIVE during the podcasts via Talkshoe.com


    Matrox


    Columnist Corner

    Accountant Tech Talk
    Browsers - World War II
    By Brent Goodfellow, CPA.CITP, MCSE, MST, MCT
    As a war buff, Brent remembers his dad's stories of WWI and is fond of the old movies. He also sees some correlation to the current battle between web browsers.

    Tricks & Tips
    Perfect Presents for Any Professional, Part II
    By Isaac M. O'Bannon, Technology Editor
    In part two of his annual tech gift guide, Isaac spotlights some useful and unique gift ideas, whether you're shopping for a colleague, a client or yourself.

    Technology IN Practice
    IN FIRM: 2009 Top Ten IT Visions
    By Roman H. Kepczyk, CPA.CITP
    Each new year brings exciting IT opportunities for technology staff who get to evaluate and plan which technologies to implement next. Roman explores some of the most promising options.

    The QuickBooks Advisor
    What's New in QuickBooks 2009: Part II
    By Doug Sleeter
    In the second section of his two-part column, Doug gives his annual appraisal of enhancements and new features in the latest release of QuickBooks.

    From The Trenches
    Technology is for Client Service
    By Randy Johnston
    Technology can do many things, including help or hurt your firm. Randy looks at some of the software and hardware technologies that all firms should be using.

    Better Technology For Better Clients
    Credit Crunch Got You Down? Software as a Service May Pick You Up
    By Lisa Kianoff, CPA.CITP
    The need to automate more or streamline operations, which is always a priority, seems a lot more critical now that the economy is fragile, and it’s scary to be thinking about adding new people. What’s a business owner to do?

    The eSecurity Advisor
    Using Web Proxy Filters
    By John D. Anderson, CPA.CITP, CIA, MCP, MSA
    Web proxy filters act as a middleman of sorts, handling connections bewteen two or more computers and monitoring the information that flows between them. John explores the concept, including how they can benefit a firm.

    The Bleeding Edge
    Tech Predicitons for 2009
    By Dave McClure
    Once again, Dave looks into his crystal ball at the technology trends that will shape the coming year. He also assesses how well last year's predictions fared.

    Final Thoughts
    www.My-Super-Portal.com How Social Networking Might Work Tomorrow
    By Gregory L. LaFollette, CPA.CITP, Executive Editor
    When email finally matured, it became an indispensable part of business life. Greg sees the same potential for social networking, with it potentially leading to a unified SaaS document management utility.


    ADP Small Business ServicesA/R ConnectionCCH, a Wolters Kluwer businessDon't miss any of our regularly scheduled INTERSECTION LIVE Podcast Series! Tech2Go Small Business Consulting 2 Go Document Management for Accountants 2 Go Intelligent Business Ideas 2 Go