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Isaac M. O'Bannon

Managing Editor

isaac.obannon@cpapracticeadvisor.com

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com

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Firm Management

2016 Readers Choice Awards

Technology is at the core of professional accounting firms, and since 1990, this publication has covered the evolution of not on the technology, but also the dramatic changes in workflow processes and productivity.

Accounting

2015 Review of BNA Tax & Accounting Center and Financial Resource Center

Accounting

2015 Review of Thomson Reuters Checkpoint Research Platform

Accounting

2015 Review of CCH IntelliConnect Tax Research

Accounting

2015 Review of Tax Research Systems

Taxation is no longer a once-a-year engagement, at least not for clients with more than a couple of W-2s and 1099s. Complex and high net worth clients require strategic tax planning, which in turn requires their professional to stay on top of changes ...

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Firm Management

TaxWorkFlow Offers Comprehensive Practice Management Solution

Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...

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Firm Management

2015 Review of Time and Billing Systems

Even when billing on a flat-fee model, tracking staff time gives the management of a firm essential information on firm, including staff and group productivity, the appropriateness of the rates that are being charged, and which services are the most or le

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Firm Management

Armanino Acquires S. California Accounting Firm

LCMT will become Armanino effective Jan. 1, 2016, and will keep its Woodland Hills, California office location at 5959 Topanga Canyon Blvd. #180. Clients will continue to work with the same partners and staff without disruption to service.

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Accounting

2015 Most Powerful Women in Accounting

Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.

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Automation

2015 Review of Intuit Lacerte and ProSeries Scan and Import

Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...

Automation

2015 Review of CCH ProSystem fx Scan with AutoFlow Technology

ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...

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2015 Review of GruntWorx Organize, Populate and Trades

GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.