How accounting firms can keep up with technology

“One of our strengths as a firm is that we are not afraid to move on to the next best software.” - Jamie Nau

The finer details of this episode

• The different types of software that Jake and Adam learned about at Live 360, an IT conference they attended in Orlando.
• The software programs that Adam and Jake want to bring to the firm to upgrade how things work on the back end.
• The advantages of the Microsoft platform and what they think it will bring into the workspace.
• The advantage of Sharepoint and why the firm is moving in that direction.
• The logistics of how they got members of the team to the conference.
• The advantages of sending your team members to conferences.

Episode resources

• Summit CPA - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Live 360 Tech Events - https://live360events.com/
• Sharepoint - https://products.office.com/en-us/sharepoint/collaboration
• Pexcard - https://www.pexcard.com/