VOLUME 22, NUMBER 2
8 20
CONTENTS COVER STORY
20 140,000 Reasons to Integrate Tablets into Your Firm By John Higgins, CPA.CITP
COLUMNS
3 My Perspective: Electronic Tax Workfl ow for the 2012 Busy Season By M. Darren Root, CPA.CITP, Executive Editor
8 18
Tips & Tricks: 4 Tools to Help Boost Your Business Clients' Productivity By Isaac M. O'Bannon, Editor
From The Trenches: Are You Done with Document Management? 5 Steps to Make Your Firm More Effi cient By Randy Johnston
21 The Change Agent: The Perfect Blend: A Firm's Path to Ensuring Work-Life Balance By Jason Blumer, CPA.CITP, CFE
26 The Bleeding Edge: Talking To Your Computer By Dave McClure
FEATURES 6
22
28 Monthly Micro Apps: Apps Offer New Soft- ware Models & New Solutions for a New Year By Brian Tankersley, CPA.CITP, Technical Editor
Helping Entrepreneurs Transform Great Ideas into Lucrative Businesses By Kristy Short, Ed.D
22 5 Best Practices for the Automated Workflow Process By James C. Bourke, CPA.CITP.CFF
24 Numbers Have Moved to the Cloud… The Benefits of Online Client Accounting By Robert J. Chandler
25 Should I Take My Practice to the Cloud? By Brian Austin & Kim Hogan
30 The Benefits of Adding Investment Planning to Your Practice By Roger Ochs
PRODUCT REVIEWS 10
WEB EXCLUSIVES
Take our Productivity Survey www.CPAPracticeAdvisor.com/productivity-survey
Find the Best Fit for Document Management www.CPAPracticeAdvisor.com/dms-survey
4 February 2012 • www.CPAPracticeAdvisor.com
Check out our Online Buyer's Guide www.CPAPracticeAdvisor.com/directory
Share Your Thoughts on our Blog www.CPATechViews.com
Engagement & Trial Balance Systems Streamline Workflow By Steven M. Phelan, CPA
26 24
21 6