On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are:

Locally stored files
Lack of security (policies, solutions, and systems)
Lack of process
Old hardware
Lack of vetting with software solutions (e.g. SOC2 or equal standards)

As a bonus, here is an IRS document called, "Creating a Written Information Security Plan for your Tax & Accounting Practice"

TV/Movie Segment

“We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from Mr. Bates vs The Post Office
“Lawyers are the swords of this century. Words are weapons now. I need you to learn how to use them.” – John Dutton from Yellowstone

Book Segment

Firm Forward by Edi Osborne
Amazon link

Favorite Social Posts

"The trick isn’t to get away from the pain. The trick is to find something so important that the pain ceases to matter at all." —Mark Manson on Twitter/X

The Woodard Report Article

4 Key Questions Bookkeepers Have for Their Clients' Tax Professional

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Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast