Episode 97

Tech Solutions for Small Tax Practices: Expert Insights with Christine Gervais

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with CPA doctoral candidate Christine Gervais to address the biggest technology challenges facing small tax practices. Christine shares her expert knowledge on implementing essential tools like document management and practice management solutions, client portals, and more. With practical tips on integration, cybersecurity best practices (including multi-factor authentication), and a structured tech implementation process, this discussion is packed with actionable insights. Christine also unveils her strategy to adopt Stanford Tax software before tax season, highlighting the importance of goal-setting and tech evaluation.

Accounting Insiders · Christine Gervais, Gary DeHart

October 30, 202425m 53s

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Show Notes

🔗 https://www.cultivateconsulting.co/

🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

🔗 Check out our premium content on Insightful Accountant for a deeper dive into HR for Accounting Firms: https://blog.insightfulaccountant.com/be-insightful-member

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Topics

tax practice managementaccounting podcastinsightful accountantcpa tech solutionssmall tax practice technologybe insightful premium contentaccounting technology for small firmsdocument management for tax practicestax software implementationcybersecurity for accountants

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