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CPA Technology Advisor Newsletter
CCH a Wolters Kluwer business
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Online Tools & Resources

  • Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
  • 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
  • Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
  • Podcasts - Check out our monthly podcast programs:

  • CPATechViews - A blog covering technology for tax and accounting professionals.
  • Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category

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Newsletter Archives

The CPA Technology Advisor
420 N. Kickapoo
Shawnee, OK 74801
Phone: (800) 456-0864
Fax: (866)699-8844

Cygnus Business Media

Upcoming July Webcasts! The Office Communication Jungle: Best Practices When Managing Clients, Staff and Workflow Learn How Smart Firms - Like YOURS - Are Automating Accounts Payable For More Info Go To www.cpatechadvisor.com/webcasts Upcoming FREE CPE-eligible Webcasts 2009

arrow Honoring Innovation

2009 Award Winners Shine on Web-Enabled Solutions
By Scott H. Cytron, ABC
Handed out during the California Accounting and Business Show & Conference on June 1 in Los Angeles, the 2009 Tax & Accounting Technology Innovation Awards honored a wide array of vendors offering products that went way beyond tried-and-true solutions.
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arrow Tax Document Automation

The Next Stop in Optimizing Workflow
By Isaac M. O’Bannon, Technology Editor
Professional practices have evolved dramatically over the past few years, and new technologies have become deeply ingrained in virtually all firm processes. This requires practices to take a new look at their workflow, and tax document automation can help streamline compliance functions.
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REVIEWS FOR YOUR FIRM

arrow Document Management

Document Management Takes Off, But Firms Still Seek Guidance
By John Higgins, CPA.CITP
While surveys show that most firms now have a document management system of some sort, many are still working to adjust their workflows around the new systems, or have abandoned most of the features the systems offer because of perceived complexity. John offers advice on how to select the system best suited to your practice.
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CCH Kleinrock

REVIEWS FOR YOUR CLIENTS

arrow Contractor/Construction Accounting

Programs Help Builders & Contractors Run More Efficiently
By Isaac M. O'Bannon, Technology Editor
The tough economic times are hitting the construction trades especially hard. This means that it is more important than ever for these businesses to run as efficiently as possible. This review section looks at several programs that can help contractors and builders work smarter.
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CPATechViews.com

PRODUCTIVITY IN PRACTICE

arrow The Team Player

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.
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Productivity Survey

Practical Tax Professional
Copanion


Columnist Corner

My Perspective
A Time to Rest … Just Not Too Long
By M. Darren Root, CPA.CITP, Executive Editor

The Bleeding Edge
The Tech Accounting Stimulus
By Dave McClure

From The Trenches
Easier Tax Preparation with Automation
By Randy Johnston

Tricks & Tips
The Time is Right for Professional Web-Based Tax Prep
By Isaac M. O'Bannon, Technology Editor

MarketingWorks
How to Measure Client Satisfaction
By Scott Cytron, ABC

Real Stories,
Real Solutions

New Ideas for Successful Buying
RFP Part II: Did You See That Hole in the Request for Proposal?

By Lisa Kianoff, CPA.CITP

Technology IN Practice
In-Firm Impact of the 2009 AICPA Top Technology Initiatives
By Roman H. Kepczyk, CPA.CITP

The QuickBooks Advisor
Finding the Right QuickBooks Add-on
By Doug Sleeter