| The Technology Lab – Episode Tracking | |||||||||
| Latest Episodes Available at https://cpate.ch/podcast | |||||||||
| Broadcast Date | Product | LandPage | Direct | Product Link | Type | S | E | S-Ep | Seq Ep# |
| 4/2/2021 | QuickBooks Online | Landing Page | Direct Link | Product Link | SMB Accounting | 1 | 1 | 101 | 1 |
| 4/15/2021 | Xero | Landing Page | Direct Link | Product Link | SMB Accounting | 1 | 2 | 102 | 2 |
| 4/23/2021 | Sage Intacct | Landing Page | Direct Link | Product Link | Midmarket Accounting/CAS | 1 | 3 | 103 | 3 |
| 4/29/2021 | Fathom | Landing Page | Direct Link | Product Link | Financial Reporting | 1 | 4 | 104 | 4 |
| 5/14/2021 | Qvinci | Landing Page | Direct Link | Product Link | Financial Reporting | 1 | 5 | 105 | 5 |
| 5/17/2021 | Spotlight Reporting | Landing Page | Direct Link | Product Link | Financial Reporting | 1 | 6 | 106 | 6 |
| 5/27/2021 | Abrigo ProfitCents | Landing Page | Direct Link | Product Link | Benchmarking | 1 | 7 | 107 | 7 |
| 6/3/2021 | Aero Workflow | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 8 | 108 | 8 |
| 6/9/2021 | Canopy Practice Management | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 9 | 109 | 9 |
| 6/17/2021 | Jirav | Landing Page | Direct Link | Product Link | Business Intelligence | 1 | 10 | 110 | 10 |
| 6/23/2021 | Karbon | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 11 | 111 | 11 |
| 6/30/2021 | OfficeTools | Landing Page | Direct Link | Product Link | Practice Mgt./Document Mgt. | 1 | 12 | 112 | 12 |
| 7/7/2021 | AccountantsWorld Practice Relief | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 13 | 113 | 13 |
| 7/16/2021 | ONVIO Firm Management/Documents | Landing Page | Direct Link | Product Link | Document Mgt | 1 | 14 | 114 | 14 |
| 7/22/2021 | CCH Axcess Document | Landing Page | Direct Link | Product Link | Document Mgt | 1 | 15 | 115 | 15 |
| 7/29/2021 | Clarity Practice Management | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 16 | 116 | 16 |
| 8/6/2021 | TPS | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 17 | 117 | 17 |
| 8/23/2021 | ProConnect Tax | Landing Page | Direct Link | Product Link | Tax | 1 | 18 | 118 | 18 |
| 8/31/2021 | Corvee | Landing Page | Direct Link | Product Link | Tax/Advisory | 1 | 19 | 119 | 19 |
| 9/1/2021 | Drake Tax | Landing Page | Direct Link | Product Link | Tax | 1 | 20 | 120 | 20 |
| 9/24/2021 | Ledgible Tax Pro | Landing Page | Direct Link | Product Link | Tax/Cryptocurrency | 1 | 21 | 121 | 21 |
| 10/1/2021 | IRIS STAR Practice Management | Landing Page | Direct Link | Product Link | Practice Mgt. | 1 | 22 | 122 | 22 |
| 10/15/2021 | eFileCabinet | Landing Page | Direct Link | Product Link | Document Mgt | 1 | 23 | 123 | 23 |
| 10/20/2021 | AccountantsWorld Payroll Relief | Landing Page | Direct Link | Product Link | Payroll | 1 | 24 | 124 | 24 |
| 10/29/2021 | Simplex Financials/PATH | Landing Page | Direct Link | Product Link | Financial Reporting | 1 | 25 | 125 | 25 |
| 11/5/2021 | AccountantsWorld Cloud Cabinet | Landing Page | Direct Link | Product Link | Document Mgt | 1 | 26 | 126 | 26 |
| 11/11/2021 | NetSuite | Landing Page | Direct Link | Product Link | Midmarket Accounting | 1 | 27 | 127 | 27 |
| 11/15/2021 | Automatic Data Processing (ADP) | Landing Page | Direct Link | Product Link | Payroll | 1 | 28 | 128 | 28 |
| 11/22/2021 | Spire | Landing Page | Direct Link | Product Link | Midmarket Accounting | 1 | 29 | 129 | 29 |
| 12/2/2021 | AccountantsWorld Accounting Power | Landing Page | Direct Link | Product Link | CAS | 1 | 30 | 130 | 30 |
| 12/5/2021 | Rippling Payroll | Landing Page | Direct Link | Product Link | Payroll | 1 | 31 | 131 | 31 |
| 12/5/2021 | Lucion FileCenter | Landing Page | Direct Link | Product Link | Document Mgt | 1 | 32 | 132 | 32 |
| 1/7/2022 | Corpay One | Landing Page | Direct Link | Product Link | Accounts Payable | 1 | 33 | 133 | 33 |
| 1/13/2022 | OnPay | Landing Page | Direct Link | Product Link | Payroll | 1 | 34 | 134 | 34 |
| 1/18/2022 | Intuit Payroll | Landing Page | Direct Link | Product Link | Payroll | 1 | 35 | 135 | 35 |
| 1/26/2022 | Gusto | Landing Page | Direct Link | Product Link | Payroll | 1 | 36 | 136 | 36 |
| 2/4/2022 | Paychex | Landing Page | Direct Link | Product Link | Payroll | 1 | 37 | 137 | 37 |
| 2/8/2022 | Caseware Working Papers | Landing Page | Direct Link | Product Link | Audit | 1 | 38 | 138 | 38 |
| 2/8/2022 | Dynamics 365 Business Central | Landing Page | Direct Link | Product Link | MMkt | 1 | 39 | 139 | 39 |
| 2/10/2022 | Thomson Reuters AdvanceFlow | Landing Page | Direct Link | Product Link | Audit | 1 | 40 | 140 | 40 |
| 3/4/2022 | Computer Hardware/CES | Landing Page | Direct Link | Hardware | 1 | 41 | 141 | 41 | |
| 3/11/2022 | IRIS/AccountantsWorld Part 1 | Landing Page | Direct Link | Product Link | Guest | 1 | 42 | 142 | 42 |
| 3/11/2022 | IRIS/AccountantsWorld Part 2 | Landing Page | Direct Link | Product Link | Guest | 1 | 43 | 143 | 43 |
| 3/23/2022 | LivePlan (Palo Alto) | Landing Page | Direct Link | Product Link | Budgeting/Forecasting | 1 | 44 | 144 | 44 |
| 3/29/2022 | Thought Leadership Part 1 | Landing Page | Direct Link | Commentary | 1 | 45 | 145 | 45 | |
| 3/29/2022 | Thought Leadership Part 2 | Landing Page | Direct Link | Commentary | 1 | 46 | 146 | 46 | |
| 4/12/2022 | Pascal Workflow | Landing Page | Direct Link | Product Link | Workflow | 2 | 1 | 201 | 47 |
| 4/22/2022 | Suralink | Landing Page | Direct Link | Product Link | Portal | 2 | 2 | 202 | 48 |
| 4/28/2022 | Inflo (Inflo Workpapers) | Landing Page | Direct Link | Product Link | Audit | 2 | 3 | 203 | 49 |
| 5/5/2022 | Avalara | Landing Page | Direct Link | Product Link | Sales Tax | 2 | 4 | 204 | 50 |
| 5/12/2022 | Liscio | Landing Page | Direct Link | Product Link | Portal | 2 | 5 | 205 | 51 |
| 5/20/2022 | BizEKG from 4Impact Data | Landing Page | Direct Link | Product Link | Business Intelligence | 2 | 6 | 206 | 52 |
| 5/26/2022 | Calendly Meeting Scheduler | Landing Page | Direct Link | Product Link | Utilities | 2 | 7 | 207 | 53 |
| 6/2/2022 | CPA Firm Software Tech 2022 | Landing Page | Direct Link | Product Link | Commentary | 2 | 8 | 208 | 54 |
| 6/2/2022 | CPA Firm Tech 2022 | Landing Page | Direct Link | Product Link | Commentary | 2 | 9 | 209 | 55 |
| 6/24/2022 | Audit Miner | Landing Page | Direct Link | Product Link | Audit | 2 | 10 | 210 | 56 |
| 6/29/2022 | Rewind | Landing Page | Direct Link | Product Link | Utilities | 2 | 11 | 211 | 57 |
| 7/8/2022 | Uncat | Landing Page | Direct Link | Product Link | Utilities | 2 | 12 | 212 | 58 |
| 7/10/2022 | Zoho Expense | Landing Page | Direct Link | Product Link | Expense Reporting | 2 | 13 | 213 | 59 |
| 7/22/2022 | Auvenir | Landing Page | Direct Link | Product Link | Audit | 2 | 14 | 214 | 60 |
| 7/28/2022 | Fieldguide | Landing Page | Direct Link | Product Link | Audit | 2 | 15 | 215 | 61 |
| 8/6/2022 | Gilded | Landing Page | Direct Link | Product Link | Accounting/Cryptocurrency | 2 | 16 | 216 | 62 |
| 8/6/2022 | BacoTech/Once Accounting | Landing Page | Direct Link | Product Link | Utilities | 2 | 17 | 217 | 63 |
| 8/18/2022 | Zenwork/Tax1099 | Landing Page | Direct Link | Product Link | Year End | 2 | 18 | 218 | 64 |
| 8/24/2022 | QuickBooks Desktop | Landing Page | Direct Link | Product Link | Accounting | 2 | 19 | 219 | 65 |
| 8/25/2022 | nettTracker | Landing Page | Direct Link | Product Link | Close Books | 2 | 20 | 220 | 66 |
| 9/5/2022 | Tallyfor | Landing Page | Direct Link | Product Link | Tax | 2 | 21 | 221 | 67 |
| 9/13/2022 | Xenett Autoreview | Landing Page | Direct Link | Product Link | Close Books | 2 | 22 | 222 | 68 |
| 9/21/2022 | Desktime | Landing Page | Direct Link | Product Link | Utilities | 2 | 23 | 223 | 69 |
| 9/26/2022 | DoMore CRM | Landing Page | Direct Link | Product Link | CRM | 2 | 24 | 224 | 70 |
| 10/5/2022 | WeIntegrate | Landing Page | Direct Link | Product Link | Utilities | 2 | 25 | 225 | 71 |
| 10/5/2022 | PlanGuru | Landing Page | Direct Link | Product Link | Tax Planning | 2 | 26 | 226 | 72 |
| 10/19/2022 | Dext | Landing Page | Direct Link | Product Link | Data Extraction | 2 | 27 | 227 | 73 |
| 10/19/2022 | Doc-IT by IRIS | Landing Page | Direct Link | Product Link | Document Mgt | 2 | 28 | 228 | 74 |
| 11/3/2022 | e-Courier | Landing Page | Direct Link | Product Link | Portal | 2 | 29 | 229 | 75 |
| 11/9/2022 | Knuula | Landing Page | Direct Link | Product Link | Utilities | 2 | 30 | 230 | 76 |
| 11/17/2022 | SmartVault | Landing Page | Direct Link | Product Link | DM | 2 | 31 | 231 | 77 |
| 11/23/2022 | Zoho Invoice | Landing Page | Direct Link | Product Link | Accounting | 2 | 32 | 232 | 78 |
| 12/1/2022 | Backup Strategies for SOHO | Landing Page | Direct Link | N/A | Backup | 2 | 33 | 233 | 79 |
| 12/7/2022 | CData | Landing Page | Direct Link | Product Link | Utilities | 2 | 34 | 234 | 80 |
| 1/6/2023 | Conferences 2022 (CCH/TR) | Landing Page | Direct Link | N/A | Commentary | 2 | 35 | 235 | 81 |
| 1/12/2023 | Bill | Landing Page | Direct Link | Product Link | AP | 2 | 36 | 236 | 82 |
| 1/19/2023 | Booxkeeping/Max Emma | Landing Page | Direct Link | Product Link | Outsourcing | 2 | 37 | 237 | 83 |
| 1/25/2023 | FileThis | Landing Page | Direct Link | Product Link | Utilities | 2 | 38 | 238 | 84 |
| 2/2/2023 | Hubdoc | Landing Page | Direct Link | Product Link | Utilities | 2 | 39 | 239 | 85 |
| 2/9/2023 | LEO Satellites | Landing Page | Direct Link | Product Link | Hardware | 2 | 40 | 240 | 86 |
| 2/14/2023 | Validis | Landing Page | Direct Link | Product Link | Utilities | 2 | 41 | 241 | 87 |
| 2/22/2023 | Zapier | Landing Page | Direct Link | Product Link | Utilities | 2 | 42 | 242 | 88 |
| 3/1/2023 | FreshBooks | Landing Page | Direct Link | Product Link | Accounting | 2 | 43 | 243 | 89 |
| 3/5/2023 | CES 2023: Meeting Tech | Landing Page | Direct Link | N/A | Commentary | 2 | 44 | 244 | 90 |
| 3/7/2023 | CES 2023: New Standards | Landing Page | Direct Link | N/A | Commentary | 2 | 45 | 245 | 91 |
| 3/8/2023 | CES 2023: Industrial Tech | Landing Page | Direct Link | N/A | Commentary | 2 | 46 | 246 | 92 |
| 3/9/2023 | CES 2023: Firm Tech (Four Episodes) | Landing Page | Direct Link | N/A | Commentary | 2 | 47 | 247 | 93 |
| 3/9/2023 | CES 2023: Evolving Tech | Landing Page | Direct Link | N/A | Commentary | 2 | 48 | 248 | 94 |
| 3/16/2023 | Valid8 | Landing Page | Direct Link | Product Link | Audit | 2 | 49 | 249 | 95 |
| 3/23/2023 | Acumatica | Landing Page | Direct Link | Product Link | Accounting | 2 | 50 | 250 | 96 |
| 3/30/2023 | FloQast | Landing Page | Direct Link | Product Link | Close Management | 2 | 51 | 251 | 97 |
| 4/7/2023 | Zoho Data Prep | Landing Page | Direct Link | Product Link | Utilities | 3 | 1 | 301 | 98 |
| 4/11/2023 | MS Power Query | Landing Page | Direct Link | Product Link | Utilities | 3 | 2 | 302 | 99 |
| 4/11/2023 | Recap of 2023 TLS | Landing Page | Direct Link | N/A | Commentary | 3 | 3 | 303 | 100 |
| 4/25/2023 | Data Wrangling | Landing Page | Direct Link | Product Link | Utilities | 3 | 4 | 304 | 101 |
| 5/11/2023 | ChatGPT and Accounting Firms | Landing Page | Direct Link | Product Link | Artificial Intelligence | 3 | 5 | 305 | 102 |
| 5/17/2023 | MS AI: Bing, MS365 CoPilot, MS Designer | Landing Page | Direct Link | Product Link | Artificial Intelligence | 3 | 6 | 306 | 103 |
| 5/23/2023 | Dall-E, MS Designer (Brian Livingston Co | Landing Page | Direct Link | Product Link | Artificial Intelligence | 3 | 7 | 307 | 104 |
| 5/30/2023 | AI Results: Truthiness/Hallucinations | Landing Page | Direct Link | N/A | Artificial Intelligence | 3 | 8 | 308 | 105 |
| 6/8/2023 | Large Language Models | Landing Page | Direct Link | N/A | Artificial Intelligence | 3 | 9 | 309 | 106 |
| 6/13/2023 | Data Snipper | Landing Page | Direct Link | Product Link | Audit Utilities | 3 | 10 | 310 | 107 |
| 6/21/2023 | AICPA ENGAGE 2023 | Landing Page | Direct Link | Product Link | Trends | 3 | 11 | 311 | 108 |
| 6/29/2023 | Audit Tech Trends | Landing Page | Direct Link | N/A | Trends | 3 | 12 | 312 | 109 |
| 7/6/2023 | Tech Governance | Landing Page | Direct Link | N/A | Trends | 3 | 13 | 313 | 110 |
| 7/12/2023 | Outsourcing for Tax & Accounting Firms | Landing Page | Direct Link | N/A | Commentary | 3 | 14 | 314 | 111 |
| 7/18/2023 | Scaling New Heights 2023 Recap | Landing Page | Direct Link | Product Link | Trends | 3 | 15 | 315 | 112 |
| 7/28/2023 | Verizon Data Breach Report | Landing Page | Direct Link | Product Link | Security | 3 | 16 | 316 | 113 |
| 8/4/2023 | Audit Technology/Jeff Gramlich | Landing Page | Direct Link | Product Link | Guest | 3 | 17 | 317 | 114 |
| 8/11/2023 | AFOT Survey | Landing Page | Direct Link | Product Link | AFOT Survey | 3 | 18 | 318 | 115 |
| 8/16/2023 | FTC Safeguards Rule/IRS 4557 | Landing Page | Direct Link | N/A | Security | 3 | 19 | 319 | 116 |
| 8/23/2023 | Bookkeep / Jason Richelson | Landing Page | Direct Link | Product Link | Guest | 3 | 20 | 320 | 117 |
| 8/31/2023 | Microsoft CoPilot | Landing Page | Direct Link | Product Link | Commentary – AI | 3 | 21 | 321 | 118 |
| 9/7/2023 | Security Risks in New World | Landing Page | Direct Link | N/A | Security | 3 | 22 | 322 | 119 |
| 9/12/2023 | Audit Sight | Landing Page | Direct Link | Product Link | Audit Utilities | 3 | 23 | 323 | 120 |
| 9/14/2023 | Keeping Up With Technology | Landing Page | Direct Link | N/A | General | 3 | 24 | 324 | 121 |
Randy Johnston and I are about half way through the third season of our podcast called The Technology Lab for the CPA Practice Advisor. We’ve had a lot of good conversations over the 121 episodes we’ve published so far. A summary of those episodes appears below.