Text messaging for income tax filing

Posted Leave a commentPosted in Computers and Internet, Security, Taxes

We notice that a growing portion of our tax clients prefer to communicate by text message over other methods like live in-person, telephone, fax, email, and video call. It is clear that texting is the #1 tax communication method now, exceeding the combined use of all other methods. The IRS and state tax authorities do […]

Bill.com Expert Certification

Posted Leave a commentPosted in Accounting, Banking, Computers and Internet

Bill.com is a market-leading software that automates tedious tasks, gets you paid faster electronically, and integrates with your accounting software to fit your workflow. I started using it last year and passed the expert certification program today. For a demonstration of how this technology can save time and money for your firm throughout the year and […]

A fresh look at my history of online complaints

Posted Leave a commentPosted in Computers and Internet, Off-Topic, Social Media

I reviewed a total of about 20 complaints about my online material. None of these complaints involved tax publications. None were connected to offline activity. None of the complaints resulted in any finding of wrongdoing. I see no other pattern.   If I count the work I did as a teenager raising sweet corn and […]

Review of Lenovo T580 ThinkPad laptop for tax practice

Posted Leave a commentPosted in Computers and Internet

Last month I purchased a T580 ThinkPad Laptop Machine Type Model 20L9CTO1WW, directly from Lenovo at a price of about $1,500 as customized, with tax and delivered. The machine is meant to be my primary accounting practice machine. This is my first ThinkPad after about 20 years of using comparable but less expensive primarily HP […]

PDF document handling in 2018

Posted Leave a commentPosted in Computers and Internet, Taxes, technoogy

The Internal Revenue Service, state revenue departments and many other branches of government and industry rely heavily on the Portable Document File (PDF) format handling electronic documents. It follows then, that a tax professional needs to be up-to-date in handling PDFs with maximum security and efficiency. According to Wikipedia, the Portable Document Format (PDF) is a […]

An experiment in password security

Posted Leave a commentPosted in Computers and Internet, Security, technoogy

Back in 2012 I published a few educational articles reviewing and promoting the use of password management software. The message in short: we should all be using separate, randomly generated passwords for each our online accounts that are not written or recorded in non-secure online locations and are changed periodically. One of these articles is still […]

Does blogging work?

Posted Leave a commentPosted in Computers and Internet, Small Business, Social Media, Writing

Last evening I appeared on a short segment on the NBC national news. The story was rebroadcast on this morning’s Today Show. After these brief TV appearances I received a bunch of phone calls, emails and messages asking how this came about. In fact, it was just an odd random event in my patchwork schedule […]

Encrypted Email, Secure Messaging and Secure File Transfer

Posted Leave a commentPosted in Accounting, Computers and Internet, Data Management, Taxes

“Encrypted Email”, “Secure Messaging” and “Secure File Transfer” are three terms that most people doing business online should know about today. This seems like a good time to review the options as we begin the tax filing season. While these security measures are probably not needed for most people most of the time, I include […]

Product review: Trim

Posted Leave a commentPosted in Banking, Computers and Internet, Financial Planning

I’ve written often about the fast-paced evolution of consumer finance software. In summary, our best programmers and artificial intelligence resources are focusing on this field for a number of reasons and consumers stand to gain. he field is highly competitive and exected to continue to evolve so that the value of product reviews like this […]

Manage these five key relationships for a happier 2018

Posted Leave a commentPosted in Computers and Internet, Data Management, Security

Recently there’s been a media blitz about the power and influence of what the New York Times calls the “Frightful Five”: Amazon, Google, Apple, Microsoft and Facebook. Despite this media blitz I suspect that most of us know little about this topic. The more we learn, the more we are likely to know why they […]