Technology November 6, 2026
TaxDome Unveils Client MCP for Accounting Firms
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
August 25, 2011
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…
August 24, 2011
The 5 Stages of Social Media (Grief) Acceptance
Social media websites like Facebook, Twitter and LinkedIn have been around for several years now, and we’ve covered the subject as it relates to professional tax and accounting firms several times. But a recent Forbes article (10 Myths about Social Neworking for Small Business) reminded me that even when faced with sound logic, adaptation can...…
August 23, 2011
What You Need to Know about Moving Your Firm to the Cloud
Join Randy Johnston and Darren Root on the latest episode of Tech2Go as they discuss moving your firm to the cloud. Tech2Go is a fast-paced roundtable monthly podcast featuring discussion with CPA Practice Advisor Executive Editor M. Darren Root, CPA.CITP, and regular columnist Randy Johnston. These thought leaders and their special guests tackle current...…
August 22, 2011
Caution In The Cloud: 5 Concerns To Consider
Over the past several months, I’ve had the chance to assess the issue of computing “in the cloud,” both in terms of the benefits and the drawbacks. So far, the benefits outweigh the drawbacks. But this is a very fluid situation that will require some strong due diligence and more than a little caution. Cloud...…
August 17, 2011
Keeping you at the forefront of the profession for 31 years
Midwest Accounting & Finance Showcase Keeping you at the forefront of the profession for 31 years. August 23-24, 2011 Donald E. Stephens Convention Center, 5555 N. River Road, Rosemont, IL The Illinois CPA Society Society’s 31st Midwest Accounting & Finance Showcase offers an incredible value for finance professionals looking to earn CPE, network and talk...…
August 15, 2011
Drake Software Acquires Copanion
Drake Software, one of the largest independent developers of tax and practice management software for professional accountants and tax professionals, announced today that they've acquired Copanion, which is most notable for its GruntWorx paperless workflow solution. Financial details regarding the deal between the two privately-held concerns were not disclosed.
August 15, 2011
A 12-point Checklist for Disaster Recovery Planning
By the time you read this, I will have delivered a new presentation, “Crisis Communications: What Would You Do if BP Happened to You?” for the Kansas Society of CPAs. I was fortunate to be invited to speak during the KSCPA’s Business & Industry Expo in August to an audience of tax and accounting professionals...…
August 15, 2011
A Challenge to the 2011 40 under 40 Honorees: Create a Vision
Congratulations to the 2011 “40 under 40” tax and accounting profession leaders! I envy young professionals today because we are keenly aware of the importance of networking and programs that help to polish leadership skills. The Kansas Society of CPAs has its “20 up to 40,” one of many successful leadership development programs sponsored by…
August 12, 2011
4 Models To Position Payroll As A Profit Center
Payroll is an important part of any business, and most payroll solutions currently available are capable of providing support for all business types and sizes. Although technology and automation have made compliance much easier, payroll continues to grow in complexity.
August 9, 2011
Building a Firm for the Next Generation
This year, I celebrated my 50th birthday … and it was quite a turning point. It made me stop and reflect on my career and the vast changes I’ve observed and experienced professionally and personally. During this period of reflection, I was overcome with a powerful drive to change the public’s perception of the tax…
August 9, 2011
Going Paperless: The Tale of the Man Who Printed Out His FB Wall
Have you ever met anyone who PRINTED OUT their Facebook wall to read the postings? When I was at the gym this morning, I was amazed, yet again. Most mornings you can find me there, and as a trained journalist, I know I have a habit of observing those around me.
August 9, 2011
5 Hardware Tools that Mean Business For Small Businesses
Even with all the talk about the productivity-boosting effects of going to the cloud … and SaaS this, and web-based that, technology hardware remains an essential component of any modern business. Yet, while the obvious core components of desktops, laptops, monitors, printers and even phones may immediately come to many people’s minds when they hear…