February 26, 2019
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…
February 26, 2019
September 5, 2014
September 5, 2014
September 5, 2014
February 26, 2019
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…
February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
September 5, 2014
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
Column: Tricks & Tips From the April/May 2011 Issue As the technology editor for this publication for nearly nine years, I’ve witnessed many significant, and even a few monumental changes in the technologies and workflow practices of tax and accounting firms. From the transition to the paperless office, to automated tax documents, the ongoing SaaS...…
August 17, 2013
One of the many critical activities that company executives and business owners must deal with is the accounts payable department, as it is closely related to both vendor satisfaction and the bottom line.
July 30, 2013
Cloud server based hosting of applications which have historically run on desktop or laptop Windows computers is a hot trend with accounting professionals.
July 29, 2013
Best Firm Fit: Organizations who use professional tax and accounting applications from multiple providers. InsynQ has a particularly strong reputation for successfully dealing with the challenges of hosting Lacerte Tax and ProSeries Tax Professional, which challenge many providers. Also, as the only provider in this review which offer hosting of Canadian tax and accounting applications...…
July 29, 2013
Best Firm Fit:Any company looking to leverage the efficiencies of the cloud to successfully grow their business. Also, firms who are looking to expand their practice and provide higher value to clients by offering them a mobile, collaborative, fully managed environment to access their desktop accounting applications. Strengths: The Company is an authorized host for...…
July 29, 2013
Best Firm Fit: Professional tax & accounting firms who wish to outsource their IT infrastructure and desktop hosting functions to a specialized national provider which serves tax and accounting professionals exclusively. Strengths: Xcentric has experience hosting and supporting all of the major CPA firm application suites used by mid-sized CPA firms, including Thomson Reuters, Intuit,...…
July 29, 2013
Best Firm Fit: Organizations who need to host a small number of non-standard applications in a high availability environment for access in multiple locations. Also, small to mid-sized firms (1-50 users) and small businesses who wish to host all of their applications on a cloud server. The company considers itself a “boutique” hosting firm that...…
July 29, 2013
Best Firm Fit: Cloud9 hosts numerous applications and custom virtual servers for a wide range of industries, including accounting firms, law firms, and general small businesses. The company reports that 65% of their users work with professional tax and accounting firms. Also, as one of two providers in this review which offer hosting of Canadian...…