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Welcome to Vision Alert-YOUR connection to information technology in the CPA/Accounting Firm Marketplace.  If you know of anyone that would benefit from receiving this information, please have them subscribe by sending an email to ITPartner@itpna.com with the word subscribe in the subject field. If at any time, you wish to stop receiving these alerts, send us an email and we will remove you from our alert listing.   If you have any questions or comments, please send them to us as we would like to hear from you.   If you would like to access our menu of free resources and templates to download, please visit our search page.  Finally, the information on this web site expresses the opinions of InfoTech Partners North America, Inc.; is presented for informational purposes and discussion only, and does not constitute any legal or binding technical advice.  Please consult your technology and/or legal personnel with any questions or concerns.  I hope we are able to share information that is helpful to you and will make your firm more productive.   

Sincerely, Roman H. Kepczyk, CPA.CITP
President, InfoTech Partners North America, Inc.

June 20, 2008
     Supporting Your Firm's IT Needs
    
Top Ten IT Questions

May 20, 2008
     
Implementing Tomorrow's Billing Application

     IN FIRM Communications Tools
    

April 20, 2008
     AAA 2008 Client Transfer Survey
    
IN FIRM View of CES

March 20, 2008
     IT's Bleeding Edge and Beyond
     IN FIRM Benefits of MPAN 

February 20, 2008
     Time and Billing: Time for a Change
     Management Summit 2008 Day Two Highlights

January 20, 2008
     Ten Steps to the CPAs Perfect Backup Plan
     Management Summit 2008 Day One Highlights


2007 Vision Alert Archive

December 20, 2007      ***Happy Holidays***
     Delaying the Transition to Vista
     Closing Thoughts for 2007   
November 20, 2007
     Is Your Storage Ready for Busy Season?
     Minimizing the Impact of a Pandemic

September/October 20, 2007
    
In Firm: Incident Response
    
Preparing for Windows Vista
August 20, 2007
     Novell-Check Engine Light is ON!
     Outsourcing Amongst AAA Member Firms

July 20, 2007
     Thought Leadership For Your Challenges
    
In Firm: Security Tips and Resources

June 20, 20007
    
Preparing for the Flood: Helping Accounting Firms Build Their Own Ark
    
What's New on the Technology Front
  
May 20, 2007
    
The Baffling State of Outsourcing

    
CCH Evolutions in Tax Workflow

April 20, 2007
    
Status of the "Paperless" CPA Firm
    
2007 Conference Calendar

March 20, 2007
    
2007 CPA Firm Intranet Evolution
     
2007 CES Highlights With an IN FIRM Impact
February 20, 2007
    
IN FIRM: Your Strategic Technology Plan
    
CPA Firm Consulting Integrity

January 20, 2007
     Management Summit Consultant's Predictions
    
IN FIRM: ITPNA 2007 Top Ten Predictions

 


2006 Vision Alert Archive

December 20, 2006    ***Happy Holidays***
     2007 AAA Benchmarking Paperless Office Practices
     Closing Thoughts for 2006

November 20, 2006
     Transition to Digital Tax
     Optimizing Today's Time and Billing

October 20, 2006
     Workpaper Application-Some Things to Consider
     Updating Computer Policies

September 20, 2006
     Best Practices in Client Service
     Making Ethical Decisions in Consulting

August 20, 2006
     The Practical Auditor's Tool Kit
     Knowledge Management in CPA Firms

July 20, 2006
     IT: Learn to Succeed
     Technology Considerations in Marketing

June 20, 2006
     Technology Tools in Your Future
     Microsoft Open Value Licensing

May 20, 2006
     Strategic Technology Management in CPA Firms
    
Exposing IT Governance
April 20, 2006
     Flash Reports for Monitoring IT
     Kepczyk Completes IRONMAN Triathlon
March 30, 2006
     2006 Information Technology Conference Calendar
     Integrity for CPA Consultants

February 20, 2006
     Management Summit 2006 Predictions
     ITPNA 2006 CPA Firm IT Predictions

January 20, 2006
     IT Disaster Recovery Strategies
     ITPNA Named Tops in Consulting


2005 Vision Alert Archive

November/December 20, 2005     ***Happy Holidays***
     Opportunities in Remote Access
     Closing Thoughts for 2005

September/October 20, 2005
     Your Digital Evolution: Paperless Best Practices
     Phone Technologies: Check 'Em Out!

July/August 20, 2005
    September Critical for IT Planning
    Training: A Critical Part of CPA Firm Culture

June 20, 2005
     ATA and AAA Conference Recaps and Handouts
     Clarity the Secret Ingredient
May 20, 2005
     Most Commonly Asked Questions from CPA Executives
     ITPNA and Consulting Integrity

April 20, 2005
     Is Your Firm Ready for "The Next Big Thing"?
     Security Awareness: Social Engineering

March 24, 2005
     Another April Deadline-Microsoft SP2
     AICPA 2005 Top Technologies

February 28, 2005
     2005 International Consumer Electronics Show
     Securing Your Digital Tax Data

January 31, 2005
     AAA 2005 Paperless Survey Results
     2005 Technology Conference Calendar



2004 Vision Alert Archive

December 20, 2004    ***Happy Holidays***
  
  Closing Thoughts for 2004
     The Looming Succession Crisis

November 20, 2004
     Proactive Monitoring of Your Network
     Spam Solutions

October 20, 2004
     Seven Steps to a Learning Organization
     Optimizing Tax Production in 2005

September 20, 2004
     Incentive Staff Compensation
     IT Job Descriptions 

August 20, 2004
     Nurture Marketing Meets Technology
     Strategic Technology Management

July 20, 2004
     Something (else) to Lose Sleep Over
     ATA Inaugural Fly-In a Success

June 20, 2004
     Maximizing Email in Your Firm
     AAA Spam Survey Results

May 20, 2004
     Consulting Integrity
     PDAs Extending Your Reach

April 20, 2004
     Wireless Networking - Now or Later?
     2004 IT Conference Calendar

March 20, 2004
     Improving Partner Technology Skills
     Ten Reasons to Buy a PDA...Today!

February 20, 2004
     Kepczyk 2004 Technology Predictions
     Management Summit 2004 Predictions

January 20, 2004
     AICPA 2004 Top Technologies
     Tom Davis' View on the Top Techs



2003 Vision Alert Archive

December 20, 2003    ***Happy Holidays***
     ITPNA 2004 ExSTRM Inventory Template
     Closing Thoughts for 2003

November 20, 2003
     Success with Digital Newsletters
     Outsourcing vs. Insourcing: The IT Paradox

October 20, 2003
     20 Web Resources to Change Your World
     Your Liability if Your Computer Gets Hacked

September 20, 2003
     Excellence is About Process
    
Dealing with SPAM and Viruses
August 20, 2003
     Chapter 1: AAA Guide to Paperless CPA Firm Admin.
     Time to Take Another Look at Data Extraction Software?

July 20, 2003
     AAA Paperless Survey Advice from the Trenches
     AICPA Top Technology Impacts on Your Tax Practice

June 20, 2003
   
Citrix Secure Access Manager – The “Portal” Solution
    Outside Marketing Tips 

May 20, 2003
    20 Digital Opportunities
    MS Windows Server 2003 and Its Impact on CPA Firms

April 15, 2003
     2003 Technology Conference
     April Humor(?) Break

March 24, 2003
     Understanding Intrusion Detection Systems

February 20, 2003
   CPAs Dealing with Integrity and Referral Fees
    Document Processes to Ensure Business Success

January 24, 2003
  
 AAA 2003 Paperless Office Survey
    2003 Top Ten Technology Resolutions



2002 Vision Alert Archive

December 15, 2002    ***Happy Holidays***
    Auditors Toolkit
    Closing Thoughts on 2002

November 27, 2002
   COMDEX Gadget Recap
   Tax Season Opportunities to Improve Efficiency

October 28, 2002
   
Digital CPA Firm: Plotting Your Future
    Portals: The Future of Your Workplace...Today!

September 30, 2002
     Moving to Paperless by Tom Davis
     Re-Evaluate Your Own Accounting

August 23, 2002
     Where to Spend IT $$$ Now: Five Strategies for Success
     Cool Tools: USB Memory Fobs

July 31, 2002
     Making the Most of the AICPA Top Technologies (Part II)
     Field Networking for Auditors

June 26, 2002
    Making the Most of the AICPA Top Technologies (Part I)
    2002 Top Ten Tax Opportunities to Evaluate Now
May 16, 2002
    AICPA 2002 Top Technologies
    The Security Issue

April 16, 2002
    Paperless Audit Opportunities
    Integrity and Independence in Consulting

March 22, 2002
   Humor Break...(Awful)
   Jack Welch-Straight From the Gut Summary

February 28, 2002
   CRM May Be Snake Oil, But PSA Has The Bite!
   PDA/Phone Hybrids Lighten the Load

January 30, 2002
 
Video Conferencing-Another Look
  ITPNA Predictions for 2002



2001 Vision Alert Archive

December 20, 2001
   ***Happy Holidays***
 
Maximizing Tax Season 2002!
  Closing Thoughts on 2001

November 21, 2001
  CPA Information Management
  
IISBP CREDENTIAL

October 30, 2001
  Disaster Recovery on the Forefront
  
Microsoft Licensing Update

September 21, 2001
  ITPNA Inadvertently Forwards Hoax
  
Maximizing PowerPoint to Deliver Your Message
August 25, 2001
   Update on SysTrust & WebTrust
   
The Training Challenge    
July 14, 2001
    KM: Determining What it Means in Your Firm
    
The Problem with Efficiency
May 23, 2001
    Mass Customization The Dell Way
    
Five Strategic Technology Payoffs
April 30, 2001
    AAA 2001 Intranet Survey
    2001 Technology Conference Calendar

March 15, 2001
    March Madness Humor Reprieve

February 28, 2001
    Portable Storage Options
    Bridging the Gap Between Sales and Consulting

February 15, 2001
    No Chance for Failure
    FrontLine Consultants Converge to Serve the CPA Community
    Meet Your FrontLine Consultants

January 31, 2001
    AICPA Releases Top Ten Technology Issues for 2001
    Management Summit Predictions!


2000 Vision Alert Archive

December 15, 2000
    Predictions for 2001
    Training in 2001

November 30, 2000

    Comdex 2000: What's on the Horizon
    AICPA Group of 100 Highlights -November 2000
October 31, 2000:
    Five Areas to Partner with a Network Integrator
    Kepczyk earns CITP designation
October 15, 2000:
    10 Things to Help You Prepare for Busy Season 2001
    High Tech Tax Product
September 15, 2000:
    Is Your Firm Digitally Enabled?
    Who are You Calling a Cognitor?
August 31, 2000:
    Using "eLetters" to Market Your Niche
    Practice Development Within the CPA Firm Environment
August 15, 2000:

    Writeup 2000: What are Firms Going to Do?
    Frederiksen Management Insights
July 31, 2000:
    Cognitors of the World Unite!
    Arizona Society of CPAs Strategic Planning Forecasts 
July 15, 2000:
    10 Tips to Get the Most Out of Outlook 2000 Email
    Reference Sites for Your Intranet
June 30, 2000:
   2000 AAA CPA Firm IT Survey 
   Voice Recognition: Ready for Primetime?
May 31, 2000:
   Windows Mainframe: The Next Step in CPA Firm Computing
   InfoTech Partner Forms Strategic Alliance with McGladrey Network
May 15, 2000:
    AICPA Tech 2000-Richardson Predictions
    IT Consulting: Dealing with Referral Fees
April 30, 2000:
   Strategic Planning for Today's Digital eFirm
   
AICPA Proposes Global Business Professional Designation
April 15, 2000:
    Justification for Technology Projects
   
ICN Conference 2000 Predictions
March 31, 2000:
    eFirm: Today's Digital CPA Firm
    IT Conference Calendar 2000
March 15, 2000:
    March 15 Madness (Humor Reprieve)

February 29, 2000:
    Knowledge Management In a CPA Firm
    AICPA Hosts Strategic eBusiness Conference
February 15, 2000:
    Email Tips for 2000
    Privacy Statement and Declaration of Integrity
January 31, 2000:
    AICPA Selects Top Ten Issues, Applications, and Technologies List
    Quick Look at the AICPA Top Ten Issues
January 15, 2000:

    Management Summit 2000: Your Firm and the Future-Predictions
    Management Summit 2000: Sam Allred's 10 Biggest Barriers to Profitable Consulting



1999 Vision Alert Archive:

December 20, 1999:

    Understanding Document Imaging In Your Firm 
    Closing Thoughts for 1999

December 5, 1999:

    Selecting a Personal Digital Assistant
    Book Review: Million Dollar Consulting 
November 20, 1999:

    COMDEX Trends and Cool Products
November 5, 1999:

    Inaugural AICPA Group of 100 Meeting
    Knowledge Management for CPA Firms
October 25, 1999:
    Installing IIS For Your Intranet
    Using MS Word's Reviewer Capabilities
October 10, 1999:
     CPA Systems: Increase Firm Profits and Efficiency - Use Projects
     Computer Usage Policy Sample
September 25, 1999:

    Book Review: BLUR-The Speed of Change in the Connected Economy
    Software Piracy: Is Your Firm Exposed?
September 10, 1999:

    Do Your Web Site Visitors get a Virtual Gold Mine or the Shaft?
    Computing Technology Comes Full Circle
August 25, 1999:

    New and Improved Workpaper Review Techniques
    Business Weapons: Technology Tools for the Next Millennium
August 10, 1999:

   Millennium Season Checklist
   Laptop Security Concerns
July 25, 1999:

    Developing a Training Curriculum That Works!
    Reducing the Paper Flow: "Less Paper Technologies"
July 10, 1999:
   Intranets: Making Your Business More Efficient
   Budgeting to Evaluate Your Information Technology ROI
June 25, 1999:
   Internet Delivery: Listen to YOUR InfoTech Partner on YOUR PC
   Road Warriors: Thriving with Digital Connections
June 10, 1999:
   CPA Retreats: Planning Your Firm's Technology Success
   Evaluating the Virtual Office
May 25, 1999:
    AICPA Tech99, Networld+Interop, and AICPA PCPS Highlights
    Top Web Sites for CPAs
    CD-Rewritable Drives Edging into CPA Marketplace
May 10, 1999:
    Roman Kepczyk Forms InfoTech Partners North America
    Training Symposium: Top Ten Lessons Learned
    AICPA Top 5 Emerging Technologies and Their Impacts




    



InfoTech Partners North America, Inc.
13656 South 37th Place
Phoenix, AZ 85044-4531
Phone: (480) 706-1728
Fax/Voice: (480) 718-8880
Email: roman@itpna.com

We are in business to service and act on behalf of our clients. Please review our Privacy Statement and Declaration of Integrity by clicking anywhere on this message. For comments regarding this website, please email partner@itpna.com or call (480) 706-1728. All information presented here is the opinion of InfoTech Partners North America Inc. or the respective authors of the various articles and is not to be construed as legal or technical advice. Please consult your lawyer or technical person for specific utilization.

InfoTech Partners North America, Inc.          Email: Partner@itpna.com          Phone: (480) 706-1728          Fax: (480) 718-8880