Client Portals for CPAs, Accountants, Accounting Firms

Client Portals

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Accounting Firm Wows Manhattan with Flash Mob

WithumSmith+Brown's second viral video, presented at their annual "State of...

Video • February 20th, 2012
Blast from the Past: Bleeding Edge Column from 1994

Here's the first "Bleeding Edge" column, as it appeared in "The CPA...

Article • February 18th, 2012
Solving Sales Tax Problems for QuickBooks Clients

Column: The QuickBooks Advisor

Article • August 1st, 2009

Chunkification, Zero Entry and Lego Mastery

From the January 2012 Issue. While we all cherish the most trusted...

Article • November 18th, 2011
SmartVault Releases Microsoft Outlook Plug-in…Smart!

SmartVault’s latest service enhancement is a biggie—the SmartVault...

Blog • February 16th, 2012
2011 Review of Sage North America — Sage Timeslips 2012

Sage North America — Sage Timeslips 2012 800-285-0999...

Article • September 8th, 2011

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Articles

2012 Review of CCH, a Wolters Kluwer business – ProSystem fx Portal

CCH, a Wolters Kluwer business - ProSystem fx Portal 800-739-9998...

Article • December 2nd, 2011
2012 Review of SmartVault — SmartVault

SmartVault, Inc. - SmartVault 866-674-6785 www.SmartVault.com...

Article • December 2nd, 2011
2012 Review of Thomson Reuters — NetClient CS Portals

Thomson Reuters - NetClient CS Portals 800-968-8900...

Article • December 2nd, 2011
2012 Review of XCM Solutions — XCMportal

XCM Solutions - XCM Portal 781-356-5152 www.XCMsolutions.com...

Article • December 2nd, 2011
2012 Review of Office Tools Professional — Client Portal

Office Tools Professional - Client Portal 888-667-8440...

Article • December 2nd, 2011
2012 Review of ShareFile – ShareFile for Accountants

ShareFile - ShareFile for Accountants 800-441-3453 www.ShareFileCPA.com...

Article • December 2nd, 2011

Products

Lambers CPA Exam Review

Available for each section - Auditing, BEC, FAR and Regulation. The...

Product • February 2nd, 2012
Form 1099-DIV Software

Dividends and Distributions Prints on 1099 Dividend laser forms and...

Product • December 1st, 2011

Videos

Accounting Firm Wows Manhattan with Flash Mob

WithumSmith+Brown's second viral video, presented at their annual "State of...

Video • February 20th, 2012
How Portals & Self-Service Access Give Accounting Firms an Advantage

Thought leaders share insight on how client portals lead to happier, more...

Video • December 7th, 2011

Podcasts

TPP2Go Episode 8: The 2010 Tax Season

Featuring M. Darren Root, CPA.CITP and David Wyle, CPA.CITP, CEO, SurePrep

Podcast • June 17th, 2011
Tech2Go Episode 47: Integration out in the Clouds, Privacy, Security and Compliance

Guest Host: Eric Pulaski, President and CEO, SmartVault

Podcast • December 13th, 2010