4 New Rules for Success from 4 Top Tech Execs

In a series of interviews with some of the profession’s leading technology executives, CPA Trendlines identifies four new rules for success in a rapidly changing competitive marketplace. And it’s probably no accident that three of the four executives who answered our call focus on workflows and document management.

cloud iStock_000038172310Small1. Workflows and client service are inextricable – Brock Philp, president and CEO, Doc.it, a document management system

2. The biggest peril is irrelevance Scott Fleszar, vice president, strategic marketing, Thomson Reuters Tax & Accounting, CS Professional Suite

3. CPAs must move from compliance to reliance – Chris Frederiksen, chairman, 2020 Group, practice development tools

4.  Tax prep alone won’t support the profession – Matt Peterson, president and CEO, eFilecabinet, document management