Geni Whitehouse, CPA.CITP, CSPM, is a former partner in an Atlanta CPA firm, and a former Vice President of Sage Software. She has been involved in technology innovation since the late 80's, was a member of the XBRL steering committee, and quickly changed jobs the day she was assigned to work full time on a large sales tax audit for one former employer. Currently, she is the Chief Communications Officer and founder of Even a Nerd Can Be Heard, an organization devoted to making boring subjects interesting. Statement: While funding for this white paper was provided by industry solution provider, SpeedTax, in recognition of the need for an updated analysis of the state of sales tax and marketplace developments, the author has developed this paper based on her own insights about the CPA community, drawn from her experiences as a partner, her role as software company executive, and supplemented by research and surveys, in addition to her frequent participation in CPA conferences around the country.

Readers are encouraged to pursue the right solution for their clients in accordance with their particular needs. Any discoveries, comments, or learning along the way are welcomed. Contact Geni Whitehouse at geni@evenanerd.com.