March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
April 23, 2012
Make more with less effort while improving the value of your practice. Accountant’s Flight Plan is a practice management tool to help you take your practice to the next level. It can be previewed at http://www.poegroupadvisors.com/resources/optimize-your-practice/
April 5, 2012
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…
April 4, 2012
Xero, Inc. www.Xero.com 800-411-9376 Best Fit: Xero is best suited for small companies who need cloud-based collaboration with banking integration and support for multiple currencies. The rules-based transaction classification engine is a possible game changer for entry level accounting software. Strengths: Bank integration with Yodlee supports many, but not all deposit and credit...…
April 4, 2012
Even with the increase of electronic payments, checking account fraud is on the rise. Perhaps it’s due to people struggling in a down economy or “moral decay,” but more likely it’s because the latest computers and printers make it is easy to duplicate checks that appear acceptable to cash at a bank or retail establishment....…
April 4, 2012
The iPad is an invaluable business tool if properly used. The first step is to realize it is not a replacement for your laptop or desktop computer...
March 29, 2012
Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…
March 29, 2012
Intacct – Intacct Corporationwww.intacct.com877-437-7765 Strengths: Has a strong ecosystem of third party solutions to meet most industry requirements. Customizable dashboards are very impressive, and provide an alternative to standard reports. Full integration between customer relationship management and payroll Supports any number of users, with strong user access control tools Relationship with AICPA/CPA2Biz has yielded integrations...…
March 28, 2012
BizAutomation – BizAutomation.comwww.BizAutomation.com 408-786-5116 Best Fit: Small organizations who need a process-oriented business management tool with strong CRM and fundamental accounting processes in a single, integrated platform. Strengths: Integration with Google Apps allows users to access familiar tools from within the application. Solid Customer Relationship Management (CRM) functionality, tightly integrated into the product. Built on...…
March 27, 2012
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.
March 27, 2012
The leadership of firms in our profession is aging and firms across the country are concerned about where the next wave of leaders will come from.
March 26, 2012
Are you and your firm keeping up with technology? Do you have a replacement cycle for your computers, or do you run them until they die before you swap them out?
March 22, 2012
The benefits of email are a two edged sword as they can both improve a firm's effectiveness with enhanced collaboration, and can cause great embarrassment and financial loss in cases of litigation.