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
January 20, 2012
New Channel to Allow Banks to Give Small Biz Clients More Effective Integrated Payment Solution.
January 18, 2012
Blackbaud, Inc., a provider of software for nonprofit organizations, has entered into an agreement to acquire Convio, a developer of engagement solutions that help nonprofit organizations more effectively raise funds, advocate for change and develop relationships. Blackbaud and Convio are both publicly traded on the NASDAQ, as BLKB and CNVO, respectively.
January 16, 2012
Users can now seamlessly integrate Fishbowl data into eFileCabinet.
January 16, 2012
New features include automated project alerts, billing flexibility, AR posting and new invoice formatting.
January 13, 2012
When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice…
January 3, 2012
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?
December 13, 2011
Franchises continue to be a strong vertical, and some new areas are booming even in the rough economy.
November 30, 2011
AccuCode, Inc. (www.AccuCode.com) has announced the start of its new referral-based program for the software developer’s AO: Rapid Inventory system, which is the only cloud-based inventory management program for QuickBooks that includes options for fully-integrated RFID and barcode scanning. Designed as an add-on to enhance inventory capabilities for businesses using QuickBooks Pro, Premier or Enterprise,...…
November 22, 2011
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…
November 18, 2011
While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…
November 16, 2011
Using the E-File Magic 5498SA software you can print, mail, and e-File your 5498SA forms with ease. Unlike our competitors we do not charge expensive licensing fees for our software. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import...…