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Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast
Manage episode 406251751 series 1094011
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
Thank you to our show sponsors!
- Expensify — The expense management app that does it all, for every business
- Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast
86 Episoden
Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Manage episode 406251751 series 1094011
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
Thank you to our show sponsors!
- Expensify — The expense management app that does it all, for every business
- Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast
86 Episoden
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