New Tech For Accountants (2023 edition)

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📃 Sign up for my weekly newsletter www.newsletter...
💰 Check out LiveFlow to sync QB data to Google Sheets liveflow.io/
👇 Stuff in this video
Genius Sheets www.geniusshee...
FinDaily findaily.io/
ContentSnare contentsnare.com/
AICPA CPA.com Startup Accelerator accelerator.cp...
Adobe Podcast ENHANCE podcast.adobe....
Microsoft Power Cat GPT thing honestly I can't tell what it's called • Using GPT in AI Builde...
Microsoft AI Builder Document Extraction Demo • Microsoft AI Builder T...
ReturnStatus
🎥 My video setup jaas.co/hey-ja...
💗 My accountant community: rlz.io/

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Опубликовано:

15 авг 2024

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Комментарии : 27

@jasoncpa Год назад

If you're looking to go deeper on Microsoft automation 🧠🧠 Check out Ashley the CPA on Twitter, who I've stolen nearly all my MS automation ideas from: twitter.com/seattle_tax

@luke_templin Год назад

Thanks for the shoutout, Jason!

@scotolivera8207 Год назад

very helpful thanks

@theguybrandon 7 месяцев назад

Jason you're a life saver

@jasoncpa 7 месяцев назад

No u

@chrisessick1008 Год назад

My dad and I have a tax practice in Texas and use drake software but I’m interested in what software others use for “work flow/crm.” We have grown very rapidly (probably due to the underpricing Jason touches on in his videos) and I’m curious to hear other tax professionals input. If there is another place better for this dialogue please let me know.

@jasoncpa Год назад

If you haven't seen it yet, I did a roundup of cloud practice management systems here that covers most of the main players ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-p9IyvDowS-8.html

@oberlanderco Год назад

The music sound, IMHO, should be a bit lower.

@jasoncpa Год назад

Thanks for the feedback!

@McMinnvilleCPA Год назад

Give me legit questions on the log in for the return status site and I’d use it. Actually almost sent it to a few today until I realized they were meme questions lol

@TheUniversalDuck Год назад

Hey Jason, super awesome clip, thank you. What software/platform do you recommend as a portal to receive/send client documents and final deliverables?

@jasoncpa Год назад

Err it's hard, it depends on a bunch of things about your firm & about your clients. Different PMs are going after different philosophies, oftentimes philosophies you don't realize you have until you start digging into them. The practice management system roundup is probably the best place to start ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-p9IyvDowS-8.html

@FinDaily Год назад

😊

@jnkvngz2965 Год назад

Youre funny Jason 😂

@tayarndt Год назад

Awesome video.

@jasoncpa Год назад

Thank you Taylor!

@tayarndt Год назад

I’m definitely gonna have to check the tax return app that you made. I’d also love to give Accessibility feedback.

@jasoncpa Год назад

@@tayarndt Please share!

@RalstigRacing Год назад

Any suggestions for Invoice parsing for QB desktop?

@jasoncpa Год назад

You're thinking of parsing something then pushing it into QBD? Or pulling invoices out of QBD?

@RalstigRacing Год назад

@@jasoncpa Parsing then importing into QBD. I manage books for Condos and Hoas. AP is my bottleneck for growth and I would love to minimize data entry as much as possible.

@jasoncpa Год назад

@@RalstigRacing Gotcha. A bill pay solution is usually the answer here - like bill.com or Corpay One simplifies the entry portion then will push that data into QB desktop. Dext is probably the best non bill pay solution for this that still has a QBD integration.