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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SmartVault — SmartVault
Thomson Reuters — NetClient CS Portals
Office Tools Professional — Client Portal
ShareFile – ShareFile for Accountants
The Possibilities of Portals
The Possibilities of Portals
cPaperless – CPA SafeMail
Technology
AccuCode Launches Affiliate Program for Cloud-Based Inventory Management System
Technology
Safe Keeping... Even in a Digital World, a Safe is a Good Idea
Firm Management
Building a Practice for the Future
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster of zero, presenting the very pressing hurdle of income generation.
2012 Readers’ Choice Awards: Professionals Rate Their Favorite Technologies
Since we started the Readers’ Choice Awards in 2006, they’ve become a popular way for many of our readers to voice their admiration and respect for certain companies that make technologies for tax and accounting professionals.
Technology
Keep the Gift-Giving Going
Part 2 of Isaac's Annual Holiday Gift Guide. In our annual December Gift Guide, I wrote about a couple of dozen cool-to-quirky gadgets for business and personal use. There are always many more that I don’t get the chance to cover, whether because of space or time or other factors, so I’ve decided to share a few more of them here in the January issue.