Darren Root, CPA, CITP, CGMA

Growth Strategist

Darren Root, CPA, CITP, CGMA, is Growth Strategist for Rightworks, where he delivers value to accounting firms every day via current, relevant thought leadership. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren’s real-world experience and innovative ideas incite both clarity and excitement among our customers as they work to build their own modern, highly profitable and technologically savvy firms. Over the years, Darren has earned numerous awards as an influencer and continues to add to the profession’s broad knowledge base via books and podcasts: Top 100 Most Influential People award Top 25 Thought Leader award Author of The Intentional Accountant Co-author of The E-Myth Accountant

October 18, 2010 

SmartVault Unveils Software Developers Kit—This is Big

At the Intuit Solution Provider Summit today SmartVault announced the launch of its Software Developer Kit (SDK). This is another big move by the SaaS provider, who just this year also expanded its service scope from an add-on to QuickBooks to a complete online document management solution. The company’s vision is to become the preferred...…

Darren Root, CPA, CITP, CGMA

September 17, 2010 

New iPhone and iPad App from SurePayroll—Mobile Paycheck

Mobile Paycheck represents the only employee paycheck application for the iPhone. It is also available for the iPad and iPod Touch®. The free app offers employees online access to their pay stubs the instant they are paid. With Mobile Paycheck, employees can: ·         View paycheck details, including earnings, taxes, deductions, and YTD totals ·         Review...…

Darren Root, CPA, CITP, CGMA

September 9, 2010 

Thomson Reuters Releases iPhone App…Cool

Mobile CS marks the first iPhone app released by the tax and accounting business of Thomson Reuters. The app extends the reach of Practice CS from desktop to smart phone, allowing more than 60,000 users to access firm, staff, and client data remotely. The initial release of Mobile CS offers on-the-go Practice CS content, such...…

Darren Root, CPA, CITP, CGMA

August 2, 2010 

Are You Ready to E-File?

This is the year…the year that e-filing of 1040s is not just a suggestion by the IRS, but mandatory. Are you ready?   Effective January 1, 2011, preparers who expect to file 100 or more federal individual or trust tax returns during the year will be required to start using e-file. Preparers who expect to file...…

Darren Root, CPA, CITP, CGMA

May 25, 2010 

Thomson Reuters Launches New Accounting Platform—Accounting CS

Thomson Reuters announced the new Accounting CS platform today, which combines write-up, live and after-the-fact payroll, trial balance, financial reporting, and client accounting into a single unified platform. Among the many improvements reported, the new architecture allows firm staff and clients to collaborate in real time and eliminates the need for importing, uploading, and other...…

Darren Root, CPA, CITP, CGMA

May 17, 2010 

iPad Ideal for Accountants Working Remotely

I had some doubts whether I really needed an iPad, but after buying the new 3G version I am completely sold on its advantages—and see some great applicability to the accounting profession. By now, most everyone knows the iPad is Apple’s latest technology—a larger version of the iPhone, yet not really up to the flexibility...…

Darren Root, CPA, CITP, CGMA

April 22, 2010 

Do not miss our first issue of 2010!

The April/May issue of The CPA Technology Advisor should be in mailboxes this week. Following busy season, I’m sure everyone will enjoy the new issue. Based on our team’s strategic planning sessions this past winter, we have made a few changes. This issue highlights our annual tax compliance software review, but we realize that not...…

Darren Root, CPA, CITP, CGMA

April 5, 2010 

2010 Tax Season…Coming to a close

As the 2010 busy season comes to a close in a little over a week, I’m sure many of my fellow colleagues will take a few days to rest and relax. As for me, I’m planning a quiet trip with my wife to see our son in the Air Force. The weeks following busy season...…

Darren Root, CPA, CITP, CGMA

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

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Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

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Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half