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USING TECHNOLOGY TO RUN ABETTER PRACTICE: 40 TECH TIPS TO INCREASE EFFICIENCY &DECREASE COSTS by Damon Duncan

USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

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Page 1: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

USINGTECHNOLOGYTORUNABETTERPRACTICE:

40TECHTIPSTO

INCREASEEFFICIENCY&DECREASECOSTS

byDamonDuncan

Page 2: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

WHYTECH+EFFICIENCYISIMPORTANTTOME

Page 3: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

WHYTHISMATTERSTOYOU

•  Mostofyourcompe2torswon’tbeverygoodatit.

•  Technologycanhelpyoudowhatyoudobe=er.

•  Lookhowfarwe’vecomeinjustover20years…

Page 4: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

TodayShow:WhatistheInternet?(1994)

Page 5: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

OURGOALSTODAY:1.  SpendLess

2.  MakeMore

3.  Quicker&Safer

Page 6: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

WHATIWON’TDO

•  Talkaboutspecificprac2cemanagementsoJware

•  Talkabout“ivorytower”

ortheoryoftechnology2ps

•  Askyoutoholdyour

ques2onsun2ltheend.Youshouldinterruptme!

Page 7: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

99DESIGNS.COM

•  Crowdsourcing•  Letprofessionalscompeteforyourmoney.•  Logos,websites,businesscards,etc.

Page 8: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

DUALMONITORS

•  Cri2caltobeingpaperlessorgoingtolesspaper.

•  AUniversityofUtahstudyshowedthatdualmonitorsincreasedproduc2vityupto44%.

•  Abilitytorunmul2pleprogramsatonce.

Page 9: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

THETILEAPP

Page 10: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

SURGEPROTECTOR

•  Commonsense•  Rela2velyinexpensive•  Protectsyourtechnology

•  Lowmaintenance

Page 11: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

CRASHPLAN

•  Cangetunlimitedbackupspaceforasli=leas$4permonth.

•  Automa2callybacksup

newfilesorfilesthatarechanged.

•  Extremelysecure.Uses

thesame,orbe=er,encryp2onthanonlinebanks.

Page 12: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

TESTYOURBACKUPSYSTEMS

•  Doesyounogoodtobackupyourinforma2onifyoudon’tknowhow,orcan’t,recoverit.

•  Areyousureyouarebackingupthestuffyoureallyneed?

Page 13: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

RANSOMWARE

Page 14: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

RANSOMWARE

•  MostcommontypeisCryptoWall

•  Filesbecomeencryptedbymaliciousparty

•  Requireransombepaidorfileswillnotbereleased($500+)

Page 15: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

CLOUDBACKUP+EXTERNALHARDDRIVE

•  CloudBackup=Dropboxorsimilarprogram

•  Don’tjustdependon

“thecloud”,backupwithanexternalharddriveatleastperiodically.

•  Saves2me,moneyand

keepsawaymajorheadaches.

Page 16: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

LASTPASS

Page 17: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

KEYBOARDSHORTCUTS

•  CommandorControl+

• C=Copy• V=Paste•  Z=Undo• P=Print•  F=Find

Page 18: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

APPTOTO

•  Appointmentreminder

•  Calls,texts&emails

•  Pullsautoma2callyfromcalendarandspecifieswhetherappointmentwasconfirmed,remindedorcancelled.

Page 19: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

RUBYRECEPTIONISTS

Page 20: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

SQUARE

•  Abilitytotakecreditcards“onthefly.”

•  Slidethecreditcardand

cansignonyourtouchscreenonyoursmartphoneortabletdevice.

•  2.75%+$0.15

transac2onfee

Page 21: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

INVISIBLEHAND

•  SearchesInternetforlowestpricesonline.•  Saveonofficesupplies.•  Saveonplane2ckets.

Page 22: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

GOOGLEANALYTICS•  Easywaytotrackvisitorstoyourwebsite.•  Canbefilteredby2me,date,trafficsource,

keywords,loca2on.•  Letsyouknowwhatpeoplearetypinginasearch

enginetofindyou.

Page 23: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

GOOGLEVOICE

Page 24: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

AUTOHOTKEY

•  JustforWindows•  Allowsyoutoprogram

commandsonyourkeyboardtoautoma2callyperformcertaintasks.

•  Rightclickofmouse+

drawatriangle=launchQuickBooks

Page 25: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

FUJITSUSCANSNAPIX500

•  Itjustworks•  Star2ngat$450•  WorkswithPCsandMacs•  25ppm,color•  Scansduplex&differentsizes•  PCversioncomeswithAdobeAcrobat($300)

Page 26: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

SMALLBUSINESSADMINISTRATION

•  Resourceforalmostallthingssmallbusiness.

•  BusinessPlans,checklists,

fillablePDFs,obtainingloans

•  Offerfreetraining

programsfromServiceCorpsofRe2redExecu2vesandothers.

Page 27: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

GOOGLEALERTS

•  ReceiveemailswhenGooglefindsnewresults--webpages,newspaperar2cles,orblogs--thatmatchyoursearchterm.

•  Monitoranindustry,a

company,anissue,yourpresenceontheInternet.

•  Whatarepeoplesaying?

Page 28: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

TRUECRYPT

•  Free•  Over21.5million

downloads•  Encryptsthefilesoitis

completelyprotected.•  Manyaredoingthiswith

jumpdrives.

Page 29: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

GOTOMEETING.COM

•  Greatwaytohaveclientsseeyourcomputerasyouaredemonstra2ngsomethingtothem.

•  Greatfortutorialsforstaff.•  Canbeusedtoexplain

documentstoclientsvirtually.

Page 30: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

TEAMVIEWER

•  Mypreferredremoteaccess

•  Getaccesstoyourorother’scomputer

•  Mobileaccess

Page 31: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

RESCUETIME

Page 32: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

•  Websitededicatedtoefficiency.•  Mo=o:“Tipsanddownloadsforgeqngthingsdone”.

•  “HiveFives”givesTop5seachweekwhicharevotedonbyreaders.(FiveBest:taxpreptools,onlinemee2ngservices,videoedi2ngtools,onlinefilestorages,etc.)

Page 33: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

GOOGLE+LOCAL

•  Free.•  Youronlinebusinesslis2ngforGoogle.

•  Needaphysicaladdress.

•  Becomingcompe22ve.

Page 34: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

GOOGLE+LOCAL

Page 35: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

PERSONALV.PROFESSIONALSOCIALMEDIA

Page 36: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

HOWSECUREISMYPASSWORD.NET

•  5Worst(easilyhacked)Passwords: 1.password 2.123456 3.12345678 4.qwerty 5.abc123

•  Songlyrics,quotefromabook•  ReplaceA’swith@andS’swith$

Page 37: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

HOWSECUREISMYPASSWORD.NET

Page 38: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

SMARTR

Page 39: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

NOTESPLUS

•  Takehandwri=enortypednotesontabletdevice.

•  CansaveasPDFandemailorsavedirectlytothecloud.

•  Mayalsorecordaudioalongwithnotes.

Page 40: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

JOTNOTSCANNERPRO

Page 41: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

JOTNOTSCANNERPRO

Page 42: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

JOTNOTSCANNERPRO

Page 43: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

JOTNOTSCANNERPRO

Page 44: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

SCREENFLOW

Page 45: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

WORLDCARDMOBILE

Page 46: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

•  CreateSurveysforclients

•  Seeresultsinreal2me

•  Quickandeasywaytogetfeedback

Page 47: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

WAZE

Page 48: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

EVERNOTE

•  Free.•  Syncnotesbetween

computerandphone.•  Organizeaudio,text,

imagesandotherfiles.•  NewYorkTimes“Top10

Must-HaveApp”winner.

Page 49: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

•  Best“school”online.•  YouTubevideosnowshowin

Googlesearchresults.(UniversalSearchResults)

•  Videosareagreatwayto

introduceyourselftoyourclientsinapersonalway.

•  Inmyopinion,bestonline

marke2ngtool.

Page 50: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

SKYPE

•  VoIP=VoiceoverInternetProtocol

•  Makephonecallsover

theInternet•  VideoCallingforVirtual

Connec2on•  Communica2onWithin

theOffice

Page 51: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

THEINTERNETOFTHINGS

Page 52: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

IFTHISTHENTHAT(IFTTT)

•  Oneofmyfavoritenewapplica2ons.

•  TakesIf,Thenstatements

andcreatesac2ons•  Has“recipes”othershave

alreadycreatedwithdifferentIf,Thenstatements.

Page 53: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

IFITAKEANEWPICTUREWITHINSTAGRAMTHENSAVEITINMYDROPBOX

Page 54: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

IFIT’SGOINGTORAINTHENSENDMEATEXTMESSAGE

Page 55: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

IFITEXT“IFTTT”THENCALLMYCELLPHONE

Page 56: USING TECHNOLOGY TO R A BETTER PRACTICE - Duncan Law, LLP · programs from Service Corps of Rered Execuves and others. GOOGLE ALERTS ... introduce yourself to your clients in a personal

THEWIRECUTTER.COM•  Ar2clesfromthebestoffice

chairtothebestWi-Firouter

•  “Whatyouwillfindaresolid,incredibly-researchedopusesabouttherightthingtobuy.”-Forbes

•  Websitethatlistsoutthebesttechnologytobuybasedoncustomerreviews

•  Dozensofcategories