CPA Practice Advisor

JAN 2012

Today's Technology for Tomorrow's Firm.

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PRODUCTIVITY SCORE™ VOLUME 22, NUMBER 1 275 Thought-Leadership Symposium2012 16 CONTENTS COVER STORY 26 Building a Practice for the Future: How One Firm Transitioned its Business Model & its Clients By Isaac M. O'Bannon, Technology Editor COLUMNS 3 My Perspective: 2011 in Review … and Getting Ready for 2012 By M. Darren Root, CPA.CITP, Executive Editor 10 12 14 From The Trenches: Portals Integrated on Your Website: A Great Way to Collaborate By Randy Johnston The Small Business Advisor: Chunkifi cation, Zero Entry & Lego Mastery By Doug Sleeter Tips & Tricks: Keep the Gift-Giving Going: More Tech for the Holidays or Any Day By Isaac M. O'Bannon, Technology Editor 21 The Change Agent: How 2012 Can Be the Year of the Entrepreneur By Jason Blumer, CPA.CITP WEB EXCLUSIVES Take our Productivity Survey www.CPAPracticeAdvisor.com/productivity-survey Check out our Online Buyer's Guide www.CPAPracticeAdvisor.com/directory 4 January 2012 • www.CPAPracticeAdvisor.com Share Your Thoughts on our Blog www.CPATechViews.com Connect with CPAPracticeAdvisor: www.facebook.com/cpapracticeadvisor www.twitter.com/cpapracadvisor www.linkedin.com/in/cpapracticeadvisor 3 FEATURES 16 Symposium to Gather Profession's Top Thought Leaders By Isaac M. O'Bannon, Technology Editor 22 Five Timesaving Tips for a Smoother Tax Season By Mark Albrecht, CPA, MST 24 READERS' CHOICE AWARDS: Professionals Rate Their Favorite Technologies By Isaac M. O'Bannon, Technology Editor PRODUCT REVIEWS 6 18 EASY AS 1 - 2 - 3!! 1 2 6 Effective Tools for Tax Document Automation By Dustin Wheeler, CPA The Possibilities of Portals: Enhancing Firm & Client Productivity By Isaac M. O'Bannon, Technology Editor ON YOUR MARK Download a free QR Code Reader app (such as i-nigma QR Code or Qrafter). GET SET Open the QR Code Reader and look for the tags in this issue (pages 4 & 28). Here's a sample that will let you connect with us on Facebook. 14 2012 26 CHOICE AWARDS READERS' 24 SCAN A TAG Hold your smartphone's camera over a tag and – voila! – you'll be on your way!

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