The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.
Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com (https://federaltaxupdates.com/)
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13 Aug 2021
Process Documentation: Even That Can Be Automated
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to help train new hires and allow them to catch on. They discuss how important Scribehow has become in their day-to-day teams. Learn about how to make onboarding new team members in a quick and easy way.
6 Aug 2021
Client Interactions: What Should And Should Not Be Automated
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover when you should automate part of your work and when it is more important to do it by hand. Learn about the best practices for Accountants to ensure the best possible service for each client.
30 Jul 2021
Bill Pay Apps: Because Paper Check Processes Can't Be Automated
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to make your life more secure and easy with sending money to your clients. Learn about automating your bill-paying system by using Corpay One, Melio Payments, Bill.com, and Veem.
23 Jul 2021
Bank Statements Fetch: The Accountants Dream
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley discuss different types of clients and their process of working with Banking Services. They go into five companies that help accountants organize and create a structure for their clients.
18 Jul 2021
Receipt Capture: Which App Should I Use?
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley. Learn about how to avoid receipt confusion by choosing an application to help to organize your receipts. Heather and Brian discuss different apps that can capture receipts: QuickBooks Online, Xero (Hubdoc), Dext Prepare, AutoEntry, Divvy, Expensify, and Corepay One. The automation of the week is focused on using an app to capture a receipt.
17 Jul 2021
Customer Relationship Management Systems: Even Accountants Need One
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover customer relationship management systems (CRMs). How to move a client from a lead, into a closed sale, then into your firm workflow software. Heather and Brian explain their reasons for leaving Pipedrive "the CRM they both love" for a new CRM. CRMS discussed: Pipedrive, Hubspot, Method, Insightly, Monday, Suitedash, Salesforce, ZohoCRM, and Keap. The automation of the week is focused on using a lead capture form and sending an automated email with a link to book their first sales meeting.
17 Jul 2021
Automating Client Communication: Receiving, Assigning, and Responding to Client Email
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to automate inbound client emails via tools like Outpost, Karbon, and Front. Heather and Brian discuss using Plooto, Melio, Veem, Bill.com, and Corpay One to handle their clients' accounts payable and expense workflow management. The automation of the week is focused on getting client feedback.
21 Jun 2021
Client Document Management: Securely Requesting, Storing, And Delivering Documents
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley learn how to increase your firm's productivity by organizing how you request, store, and deliver your client's documents. Using Automation tools like Zapier, Hubdoc, Liscio, Sharefile, and Karbon. Allowing the client's data to be easily accessible and easy to use.
18 Jun 2021
Password Managers: Keeping Passwords Safe, Secure, And Shareable
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover a few ways to protect yourself and clients from hackers stealing your passwords. They discuss One Password and Last Pass as tools to keep your passwords safe and shareable with people in your firm.
19 May 2021
Automated Reminders: Using Tools To Remind Clients About Deadlines
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to automate a simple client workflow to remind clients of tax due dates by using some marketing automation tools like Mailchimp, Constant Contact, or Active Campaign. Along with ways to make client communications more useful by communicating more often with text messaging software like ClickSend or SnapDesk.
9 Apr 2021
Team Communication Options: You Can Almost Stop Using Email
In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover about 15 different apps that you can use to manage and automate your team's communication beyond the inbox.
9 Apr 2021
Bank Feeds and Bank Rules: The Automation You Already Have in Your Accounting System
In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover bank feeds and bank rules. They also discuss the best transactions to automate. Don't miss when they cover the tops issues that can go wrong with bank feeds.
9 Apr 2021
Texting Apps: How to Not Give Your Actual Cell Phone Number to Clients
In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover the multiple ways to integrate texting into your firm.
19 Mar 2021
In this proof-of-concept episode...
In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley get behind the microphones for the first time to record a podcast all about automating your accounting firm and clients workflows. They cover copy/paste hacks, email notifications, automating the hiring process at their firms, and calendar scheduling apps.
20 Nov 2020
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