Accounting Automation Workflow Podcast

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

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.

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.

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.

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.

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 au

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: Pipedriv

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 foc

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.

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.