Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast
Update: 2024-03-13
Description
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
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