Tax Power Hour 

    Tax Power Hour

    Welcome to the new Tax Power Hour page – offering new on-demand resources every month to help you work ON your practice, not just in it. Go beyond the monthly webcast and turn insights into action.

    Each month we’ll post a mix of articles, tools and related products along with exclusive Tax Section-only resources on one topic related to tax practice operations, efficiency, and management.  You choose the hour that works best for you – make it YOUR own power hour.

    Tax Power Hour Resources

    The new, expanded Tax Power Hour is all about you: the member! We provide the resources. You choose the hour that works best for you.  Each month we will provide a link to register for the next Tax Practice Monthly webcast along with additional exclusive Tax Section member-only companion resources:
    A monthly webcast series (formerly called the Tax Power Hour) focused on tax practice management, featuring tax practitioners and other experts sharing tips to help improve practice efficiency. See Upcoming Events >>
    Archives of each Tax Practice Monthly webcast are available on demand for 12 months, along with slides and handouts exclusively for Tax Section Members. Browse Archive Library >>   New! A podcast series on topics related to the monthly webcast featuring webcast speakers, profession leaders, experienced practitioners and other experts sharing tips to improve practice efficiency available exclusively for Tax Section Members. View our first session >>
    Topic of the Month: Document Management 101


    Document Management 101

    View archived presentation, originally aired on Aug. 20, 2015

    Topics: Proper document management within a tax practice is a critical function at many levels. While most tax practitioners would not disagree, they may provide differing descriptions of what they believe constitutes document management. Is document management referring to the firm’s internal records, the staff’s working folders, or the client’s records?

    The advent of new companies and technologies offering the “best” in document management solutions can be confusing. As practitioners are evaluating their systems and processes, they need to have a clear understanding of what to consider. This includes: paper or digital, local server or cloud-based, one system for everything or multiple systems, access to documents, filing system methodology, and naming conventions.

    Register for next month's Tax Practice Monthly: Hiring Considerations for Tax Professionals, September 17 at 1pm ET

    Companion Resources


    Summary: When researching document management strategies for the podcast, speaker Jina Etienne discovered many different interpretations for the term "document management." In this episode, Jina takes you behind the scenes of the August webcast and shares more of her thinking behind how confusion of terminology combined with issues of firm culture might keep a CPA firm from adapting and evolving document management procedures.


     Visit the Tax Practice Management section for additional resources to help you run your practice.


     This symbol identifies tools and resources available exclusively for Tax Section members. When accessing premium member-only content within the Tax Resource Library, you will be prompted to enter your user ID and password to validate your Tax Section membership. Not a member? Learn more about these premium resources along with the many other benefits of membership in the AICPA Tax Section


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