february2021 - 4

FROM THE EDITOR

Announcing Our New Podcast!
I CAN'T REMEMBER the first time I listened to a podcast, or even when I first knew what
that was. I do remember discovering I could subscribe to podcasts and create a library
on my phone so that there would always be something there to listen to. And, while I
normally drive an old but trusty 2003 model car with limited gadgets and innovations, I
rented a new car for a few days last December and discovered that I could connect my
phone to the car and listen to podcasts right from the dashboard speakers! That was an
unexpected gift.
I work from home,
so I don't have the
commute time that
many workers (at least
pre-COVID) enjoy (I
know there are some
who don't enjoy commute time, but stick with
me here). I remember many
years ago commuting on the train
to the Deloitte offices in downtown
Chicago from the western suburbs
and using the time to read books
(which I carried in my leather
monogrammed briefcase) and listen
to music on my WALKMAN! Even
before that, I commuted by bus to
downtown Washington, D.C. where
I worked in the accounting department of a (now defunct) law firm,
and having that time to read on the
bus was relaxing and delightful. In

CPA

Today's Technology for Tomorrow's Firm

both cases, carrying
a good book was like
taking a friend with
me on the ride.
I think I would
really like dedicating
commute time to podcasts now if I were still a
commuter. My podcast library
fills up quickly and it's difficult to
keep up, but I do enjoy knowing
the recordings are there, available
whenever I have some time to fill.
And with those happy memories
in mind, we here at CPA Practice

Advisor are delighted to announce
that we have partnered with Randy
Johnston (executive vice president
and shareholder at K2 Enterprises,
and CEO/co-founder of Network
Management Group, Inc.) and
Brian Tankersley (director, strategic
relationships at K2 Enterprises, and
adjunct instructor at Yaeger CPA
Review) to produce a new podcast
called The Technology Lab.
Each week, Brian and Randy will
take a deep dive into a software
product that you should know
about. Whether it's a product you

Technology

NSA

1233 Janesville Ave. | Fort Atkinson, WI 53538 | 920-563-6388 | 800-547-7377
VOLUME 31, NUMBER 1
Editorial Advisory Board: 
Publisher: Barry Strobel
Jim Bourke, CPA.CITP, CGMA, CFF
Editor-in-Chief: Gail Perry, CPA
Jim Boomer, CPA.CITP, CGMA, MBA
Managing Editor: Isaac M. O'Bannon
Bob Cedergren, CPA.CITP, CGMA, CISA
Contributors: Ken Berry, J.D.
Jim Boomer, CPA.CITP
Randy Johnston, MCS
Kristy Short
Greg LaFollette, CPA.CITP, CGMA
Randy Johnston
Donny Shimamoto, CPA.CITP, CGMA
Roman H. Kepczyk, CPA.CITP
Doug Sleeter
Paul McDonald
Sandra Wiley, PHR, SPHR
Amy Vetter, CPA.CITP, CGMA
ENDEAVOR BUSINESS MEDIA, LLC
Becky Livingston
Garrett Wagner, CPA.CITP
CEO: Chris Ferrell
Richard D. Alaniz, J.D.
CRO/CMO: June Griffin
Reviewers: Mary Girsch-Bock
CFO: William Nurthen
John Higgins, CPA
COO: Patrick Rains
Art Director: Rhonda Cousin
Chief Administrative and
Site Manager: Lester Craft
Legal Officer: Tracy Kane
Production Manager: Wes Gray
EVP/Group Publisher: Lester Craft
Marketing Manager: Judy Corey
Audience Development
Manager: Courtney Wethal

FEBRUARY 2021 ■

Editor-in-Chief
gail.perry@cpapracticeadvisor.com
@gperrycpa

might want to use in your own
practice, or a product that will be
a fit for your clients, you'll learn
the key features, the strengths,
the limitations, and the questions
you should be asking as you make
recommendations and purchasing
decisions.
In conjunction with this
announcement, we are launching
a new weekly enewsletter, the
Technology Advisor, which will be
delivered each Saturday. In this
enewsletter you'll find the latest
podcast, news from and about the
accounting technology providers,
and featured products you might
want to consider. You can receive
the Technology Advisor by including
that newsletter in your subscription. Click here to manage your
subscriptions for newsletters as well
as our monthly magazine. ■
- Gail Perry, Editor-in-Chief

Today's Technology for Tomorrow's Firm

Published by Endeavor Business Media, LLC

4

GAIL PERRY, CPA

Subscription Customer Service
877-382-9187; 847-559-7598
Circ.CPA@omeda.com
PO Box 3257, Northbrook IL 60065-3257
Article reprints: Brett Petillo
Wright's Media 877-652-5295, ext. 118
bpetillo@wrightsmedia.com
List Rentals: Michael Costantino
402-836-6266
michael.costantino@infogroup.com
Kevin Collopy, 402-836-6265
kevin.collopy@infogroup.com

www.CPAPracticeAdvisor.com

Practice Advisor (USPS 017-576), (ISSN 2160-8725 print; ISSN
2160-8733 online) is published four times per year (April,
June, August and December) by Endeavor Business Media
LLC incorporating two editions known as CPA Practice
Advisor and NSA Practice Advisor. Periodicals postage paid
at Fort Atkinson, WI 53538 and additional mailing offices.
POSTMASTER: Send address changes to Practice Advisor,
PO Box 3257, Northbrook, IL 60065-3257. Canada Post
PM40612608. Return undeliverable Canadian addresses to:
Practice Advisor, PO Box 25542, London, ON N6C 6B2.
Subscriptions: Individual subscriptions are available
without charge in the U.S. to qualified subscribers.
Publisher reserves the right to reject non-qualified
subscriptions. Subscription prices: The basic annual rate
is $3, based on qualifying associations of 10,000 or more
public accountants that may also subscribe for all their
public accountant members (certain restrictive covenants
apply) for a basic subscription rate of $9 per member for
a three-year subscription. One year subscription for all
others: USA - $37; CAN $64+Tax GST; INT'L $91 GST. All
subscriptions payable in U.S. funds, drawn on U.S. bank.
Canadian GST#842773848. Back issue $10 prepaid, if

available. Printed in the USA. Copyright 2021 Endeavor
Business Media LLC.
All rights reserved. No part of this publication may be
reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopy, recordings
or any information storage or retrieval system, without
permission from the publisher.
Endeavor Business Media LLC does not assume and hereby
disclaims any liability to any person or company for any
loss or damage caused by errors or omissions in the
material herein, regardless of whether such errors result
from negligence, accident or any other cause whatsoever.
The views and opinions in the articles herein are not to be
taken as official expressions of the publishers, unless so
stated. The publishers do not warrant, either expressly or
by implication, the factual accuracy of the articles herein,
nor do they so warrant any views or opinions offered by
the authors of said articles.
The opinions given by contributing authors are their own
and are not the opinions of our staff. All trademarks used
are the property of their respective owner.


https://endeavor.dragonforms.com/loading.do?omedasite=CPAprefpage http://www.endeavorbusinessmedia.com http://www.CPAPracticeAdvisor.com

february2021

Table of Contents for the Digital Edition of february2021

From the Editor: Announcing Our New Podcast!
7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season
Busy Season: Putting Out Fires or Lighting a Fire for Your Firm?
From the Trenches: Client Experience for the Future
CES 2021 Gadget Highlights
The Leadership Advisor: What 2020 Taught Us About Remote Work
The ProAdvisor Spotlight: QuickBooks Online Advanced Coming Soon to QuickBooks Online Accountant
The Labor Law Advisor: Unions at the Crossroads
The Millennial Advisor: Mind-Bending: The Move From Accountant to Advisor in 2021
Apps We Love: Home Automation
Marketing Your Firm: How a Domain Name Change Impacts Search Rankings
Ready for the 2021 Tax Season
Determining the Date of Assessment for IRS Collection Puposes
Bridging the Gap: Another Virtual Event? Not with the Spatial Web
AICPA News: A Round Up of Recent Association News and Events
february2021 - 1
february2021 - 2
february2021 - 3
february2021 - From the Editor: Announcing Our New Podcast!
february2021 - 7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season
february2021 - Busy Season: Putting Out Fires or Lighting a Fire for Your Firm?
february2021 - 7
february2021 - From the Trenches: Client Experience for the Future
february2021 - 9
february2021 - CES 2021 Gadget Highlights
february2021 - 11
february2021 - The Leadership Advisor: What 2020 Taught Us About Remote Work
february2021 - The ProAdvisor Spotlight: QuickBooks Online Advanced Coming Soon to QuickBooks Online Accountant
february2021 - The Labor Law Advisor: Unions at the Crossroads
february2021 - The Millennial Advisor: Mind-Bending: The Move From Accountant to Advisor in 2021
february2021 - Apps We Love: Home Automation
february2021 - 17
february2021 - Marketing Your Firm: How a Domain Name Change Impacts Search Rankings
february2021 - Ready for the 2021 Tax Season
february2021 - Determining the Date of Assessment for IRS Collection Puposes
february2021 - 21
february2021 - Bridging the Gap: Another Virtual Event? Not with the Spatial Web
february2021 - AICPA News: A Round Up of Recent Association News and Events
february2021 - 24
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/octobernovember2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_July_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_March_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2019
https://www.nxtbookmedia.com