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Date

Speakers

Topic
February 2012
Tax Prep Partner 2 Go - Episode 14

David Wyle, CPA

CEO, SurePrep

Tax Prep Partner 2 Go - Episode 14

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 14

In this podcast Darren and Dave talk about the differences between SaaS, SaaS hybrid and locally installed tax document automation solutions. They also discuss the differences between Scan-and-Organize and Scan-and-Populate solutions and how progressive firms are evolving with technology.

Download Audio Podcast (24.2 MB)
      Duration: 26:28
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December 2011
Tax Prep Partner 2 Go - Episode 13

Raj Kapur

Executive VP, The Center For Project Management

Tax Prep Partner 2 Go - Episode 13

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 13

In this podcast Raj and Darren discuss the concept of "intelligent disobedience" and how it relates to change management.

Download Audio Podcast (37.3 MB)
      Duration: 40 Minutes
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November 2011
Tax Prep Partner 2 Go - Episode 12

David Wyle, CPA

CEO, SurePrep

Tax Prep Partner 2 Go - Episode 12

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 12

In this podcast Dave and Darren discuss how SPbinder is allowing tax and accounting firms to organize their workpapers at the element level.

Download Audio Podcast (16.2 MB)
      Duration: 17 Minutes
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August 2011
Tax Prep Partner 2 Go - Episode 11

Sarah Smith

ISV Business Developement, Fujitsu

Tax Prep Partner 2 Go - Episode 11

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 11

In this podcast Darren and Sarah discuss scanner differences and how to pick the appropriate one for your environment.

Download Audio Podcast (24.1 MB)
      Duration: 26 Minutes
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July 2011
Tax Prep Partner 2 Go - Episode 10

Raj Kapur

Executive VP, The Center For Project Management

Tax Prep Partner 2 Go - Episode 10

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 10

In this podcast Darren and Raj build on the Episode 7 discussion and provide listeners with key takeaways regarding the importance of a well defined change management process in today's highly successful tax and accounting firms.

Download Audio Podcast (31.3 MB)
      Duration: 34 Minutes
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June 2011
Tax Prep Partner 2 Go - Episode 8

David Wyle, CPA

CEO, SurePrep

Tax Prep Partner 2 Go - Episode 8

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 8

In this podcast Darren and Dave discuss relevant trends of the 2010 tax season.

Download Audio Podcast (17.9 MB)
      Duration: 19 Minutes
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December 2010
Tax Prep Partner 2 Go - Episode 7

Raj Kapur

Executive VP, The Center For Project Management

Tax Prep Partner 2 Go - Episode 7

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 7

In this podcast Darren and Raj discuss the critical steps that are necessary when actively managing the change to paperless tax workpapers.

Download Audio Podcast (26.3 MB)
      Duration: 28 Minutes
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November 2010
Tax Prep Partner 2 Go - Episode 6

Cheryl Woods, CPA

Sole Practitioner

Tax Prep Partner 2 Go - Episode 6

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 6

In this podcast Darren and Cheryl discuss relevant issues within a small tax and accounting firm.

Download Audio Podcast (18.4 MB)
      Duration: 20 Minutes
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September 2010
Tax Prep Partner 2 Go - Episode 5

David Wyle, CPA

CEO, SurePrep

Tax Prep Partner 2 Go - Episode 5

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 5

In this podcast Darren and Dave discuss the importance of a well defined change management process and why successful firms use this proven approach.

Download Audio Podcast (19.5 MB)
      Duration: 21 Minutes
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August 2010
Tax Prep Partner 2 Go - Episode 4

Michael Kalil, CPA

Plante Moran

Tax Prep Partner 2 Go - Episode 4

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 4

In this podcast Darren and Michael discuss Plante Moran's decision to go paperless including some of the details and benefits of their process.

Download Audio Podcast (8.47 MB)
      Duration: 22 Minutes
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July 2010
Tax Prep Partner 2 Go - Episode 3

Scott Francis

Vice President Marketing, Fujitsu

Tax Prep Partner 2 Go - Episode 3

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 3

In this podcast Darren and Scott discuss scanners and how they relate to the tax and accounting profession.

Download Audio Podcast (29.9 MB)
      Duration: 32 Minutes
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June 2010
Tax Prep Partner 2 Go - Episode 2

David Wyle, CPA

CEO, SurePrep

Tax Prep Partner 2 Go - Episode 2

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 2

In this podcast Darren and Dave discuss the important components of selecting a scanning solution.

Download Audio Podcast (22.4 MB)
      Duration: 24 Minutes
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May 2010
Tax Prep Partner 2 Go - Episode 1

David Wyle, CPA

CEO, SurePrep

Tax Prep Partner 2 Go - Episode 1

Darren Root, CPA.CITP

Executive Editor, CPA Practice Advisor

Tax Prep Partner 2 Go - Episode 1

In this podcast Darren and Dave discuss the effect of 7216 regulations on business return outsourcing today.

Download Audio Podcast (24.9 MB)
      Duration: 27 Minutes
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