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CPA Technology Advisor Newsletter

GruntWorx by Copanion




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The CPA Technology Advisor

The CPA Technology Advisor
110 North Bell, Suite 300
Shawnee, OK 74801
Phone: (800) 456-0864
Fax: (405) 275-3101

Cygnus Business Media

40 Under 40 Nominations

arrow2008 Tax & Accounting Technology Innovation Awards Announced

Now in their 5th year, the Innovation Awards are recognized as a pinnacle of achievement for developers of software, hardware, services and other technologies geared toward professional accountants and tax preparers. The awards, which honor advances in technologies that benefit accounting and tax professionals, are selected by The CPA Technology Advisor, the leading independent technology magazine and online resource for the profession.
This year’s winners are

  • Copanion, Inc. for the GruntWorx system
  • XCM Solutions for its Workflow & Information Automation Software
  • CCH, a Wolters Kluwer business, for ProSystem fx Document E-mail Management
  • Thomson Reuters for Engagement CS and
  • Thomson Reuters for PPC’s SMART e-Practice Aids – Risk Assessment
Read more



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Don't miss your chance to participate in the 2008 PCPS/TSCPA National MAP Survey


Receive a firm-specific, interactive report with results tailored to firm size, region/state and other relevant groups.
Read more here.
Access the survey here.



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If you are interested in accounting information, software, support to better serve your clients, find out about joining the Sage Software Accountants Network and save over 90% off of your software!




In The News

arrow Bill.com and CPA2Biz Announce Business Alliance

CPA2Biz and Bill.com, a Software as a Service (SaaS) company that provides businesses on-demand accounts payable software, have announced a strategic business alliance to provide Bill.com to accountants and their clients
Read more


arrow Blackbaud Acquires Kintera

Blackbaud, Inc., a provider of software and related services designed specifically for nonprofit organizations, announced that it is acquiring Kintera, Inc., a pioneer and leading provider of a Software as a Service (SaaS) solution to the nonprofit and government sectors.
Read more


arrow Sage Releases Peachtree by Sage 2009

Sage Software has announced the availability of the Peachtree by Sage 2009 product line, offering new features and improvements that assist small businesses in the long-term management of their operations
Read more

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arrow Intuit Hits 50,000 QuickBooks ProAdvisors, Announces New Document Management and Work Exchange Programs

Intuit has announced that its QuickBooks ProAdvisor Program now has more than 50,000 members, most of whom are accountants, CPAs and independent business consultants. The tech vendor also announced a new document management solution and an Accountant Work Collaboration network.
Read more


Online Exclusive

arrow Relationships Form Bedrock of Estate Planning

A Review of Estate Planning Programs
By Isaac M. O’Bannon, Technology Editor
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arrow Web 2.0 & SaaS: Something’s Coming, I Don’t Know What It Is, But It’s Going To Be Great

By Michael Simon Bodner, Ph.D.
Read more


Come join us for a FREE Live Webcast!

arrow Document Management Product Selector

dms surveyThe number of document management products aimed specifically at the public accounting profession abounds. And perhaps it's that expansive array of choices that's paralyzed nearly two-thirds of the public accounting firms in America to the point of inaction, leaving them without the one tool absolutely required as the centerpiece of their journey toward the digital future.

The CPA Technology Advisor's document management solution product selector presents a series of comprehensive questions for you to answer. Your responses will trigger a report upon completion of the survey that suggests three appropriate DMS products for your firm. We believe that this tool will help your firm narrow the available products to those that best fit your stated criteria as you begin your journey into the era of digital documents.


Don't Miss Any of Our Regularly Scheduled Podcasts!

  • Tech2Go provides a fast-paced roundtable discussion with Executive Editor Greg LaFollette and regular columnists Brent Goodfellow, Randy Johnston and Dave McClure. These thought leaders tackle current technology issues that are impacting the tax and accounting profession.

  • SBC2Go features nationally recognized accounting software expert Doug Sleeter. He and Greg discuss technology, QuickBooks and other small business consulting accounting software, integration, add-ons, online software, and the process of developing and accounting software consulting practice.
    Sponsored by A/R Connections

  • DMA2Go is our newest monthly podcast series that features Executive Editor Greg LaFollette and the country's foremost document management consultant, John Higgins. John is a CPA and a CITP and has been helping tax and accounting firms move to "the digital world" for over 20 years. He and Greg talk about product and system evaluation factors, scanning, workflow, portals, Adobe Acrobat -- all with a laser focus on the special needs of the practicing accountant.

  • IBI2Go Intelligent Business Ideas 2 Go features Executive Editor Greg LaFollette interviewing various thought leaders in the profession to discuss "Intelligent Business Ideas" and best practices. Meet these movers and shakers and glean insight into the minds of today’s mavens as they discuss topics such as staff training, health in the workplace, effective staff communication, and “How to Grow Your Business.”
    Sponsored by CCH, a Wolters Kluwer business

  • We would love to hear from you. Call 800-456-0864, ext. 2106 to ask questions and leave comments. Or tune in to future episodes where you'll be able to ask questions LIVE during the podcasts via Talkshoe.com


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