The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • Chris Rivera-Offshore Staffing and Why You Need It

    With 12 years in corporate management, across several industries Chris is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader for the accounting community.

    3 min
  • Alex Raymond - How to Choose A CRM and Workflow Management

    Alex Raymond launched WestonDEV with his partner Kenneth Segall to pursue their passion of helping startups and businesses.

    WestonDEV is a boutique, South Florida based software development company that partners with small businesses to provide affordable tech solutions like mobile and web apps to improve customer relations and increase revenue.

    2 min
  • How Are Businesses Utilizing Taxdome's Automation?

    Statistically, 90% of tax users have already automated something in their business because that's part of the onboarding process. Taxdome always promotes automation. Companies help them scale their trade just in general to be more efficient and alleviate some pain. 

    3 min
  • The Benefits of Automation

    Taxdome automates client sign-up. If you start automating that process, they might begin to have clients sign up on their own using a link if they already have a portal where they have to enter clients manually. They receive instructions through email after signing up. The easiest thing to automate is that. Once that occurs, though, individuals begin to form concepts in their minds and become unwilling to return.

    3 min
  • Challenges with Technology Integration for Clients at Taxdome

    The community has offered suggestions for the majority of the integrations they have created and successful collaborations they have achieved with other businesses. Additionally, they integrate with tax preparation software while having hardly any cloud hosting environments. And that achievement is seen as a tremendous accomplishment.

    3 min
  • What Is A Practice Management?

    The area of business you work in has nothing to do with managing client communication, tasks, workflow, managing your paperwork, keeping things organized, keeping a good record of your client's history, the audit logs, or any of those other many components. Still, it's just managing team clients and digital data.

    3 min
  • Edgar Espinoza-TaxDome: Everything You Need to Know

    Edgar is a Product Implementation expert dedicated to providing simple and smooth solutions for Tax and Accounting firms worldwide. He's committed to the end-user experience and motivated by the outstanding outcomes and growth he's accomplished working with hundreds of industry professionals.

    TaxDome is a technology company founded on a thorough grasp of the tax and accounting industries. Their purpose (and passion) is to improve your relationship with your work and the people you work with, making the day-to-day more accessible and enhancing your bottom line.

    For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

    30 min
  • What Should a CPA Firm Be Searching For?

    Qualified improvement property has undergone significant adjustments in recent years, with definitions shifting slightly. However, the 2017 tax reform, bonus depreciation, and all of those things may have been a significant concern initially, and the IRS was looking into it today.

    3 min
  • The Different Levels As A Certified As A Cost Segregation Professional?

    There are two levels of exams that they have. First, you can join in and be considered an associate member immediately. You can get the full member benefits, access to all the calls and the conference after your first year in the industry, and 1000 direct hours of doing costume irrigation work. If you're eligible, you can take the member exam. 

    3 min

About The Tech Talk for Accountants Show

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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more…