Business Management

 Doc.It Suite

March 23, 2020 

Doc.It Suite

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

 Are Your Clients Connecting Inventory & Customer Loyalty?

February 26, 2019 

Are Your Clients Connecting Inventory & Customer Loyalty?

5084 Fran Distributing Company caught the continuous “Self-Improvement” bug when some tools they were introduced to for monitoring inventory added efficiency and more profit to their operation (see my August column at www.CPATechViews.com/go/2916). The results were impressive: dramatic reductions of expired inventory, a drop in shipping expenses by reducing the need for rush items and...…

 APS OnLine

February 26, 2019 

APS OnLine

Born in the Cloud We’re here to help small and midsize businesses just like yours harness the power of the cloud to improve workforce management and mitigate compliance risk so you can grow and succeed. We’re proud of the software we develop and how we help our customers achieve their goals by decreasing their labor...…

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February 26, 2019 

QuickBooks Self-Employed

https://quickbooks.intuit.com/self-employed/ Made just for freelancers, contractors, and home-based entrepreneurs to manage business and personal finances, handle taxes throughout the year and meet compliance requirements. QuickBooks Self-Employed is the easiest way to track self-employment income and expenses year ’round and estimate quarterly and year-end taxes. QuickBooks Self-Employed: Helps understand take-home pay. Estimates quarterly taxes estimated. Connect accounts...…

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February 26, 2019 

My Office Today

In our culture it’s all about resources. We recognize that to really serve our industry we need to provide the necessary resources to our users. These resources are not limited to our Workspace software. By providing articles on current topics specifically targeted to small business owners, who feel isolated and lack the resources bigger firms...…

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February 26, 2019 

Workspace Online

Now you can extend the power of  Workspace to your customers. You can transfer documents to and from your clients securely, reliably, and quickly. No more emailing “Confidential Information” through the internet.

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February 26, 2019 

My Office Today

In our culture it’s all about resources. We recognize that to really serve our industry we need to provide the necessary resources to our users. These resources are not limited to our Practice Management software. By providing articles on current topics specifically targeted to small business owners, who feel isolated and lack the resources bigger...…

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February 26, 2019 

TaxWorkFlow

TaxWorkFlow provides the best value in comprehensive, customizable practice management for tax and accounting professionals. Easy to use and extremely powerful, TaxWorkFlow simplifies and automates workflow while providing added-value tools to ensure success in every process-driven engagement from day-to-day accounting to tax and audit work. CPA and accounting firms looking for an affordable and effective...…

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February 26, 2019 

DATABASICS Time

Whether your company is rising star or global enterprise, employee time and attendance tracking can be a hassle, especially if you’re manually managing timesheets, employee leave, projects, and reporting. Features and Benefits:Easy Timesheet Entry: Entering time is simple, quick, and accurate. Workflow and Policy Enforcement: The flexibility to input your policies is essential. Define your...…

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February 26, 2019 

TimeWorks Plus

TimeWorksPlus simplifies time tracking so you can spend less time processing payroll. As your employees log time on their tablets, mobile phones or computers—or with one of our plug-and-play time clocks—you’ll eliminate messy time sheets by dumping workfo

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February 26, 2019 

Mostad Marketing Cloud

  Make your work life easier with Mostad Marketing Cloud.  Mostad Marketing Cloud makes digital marketing easy—it’s hassle-free, automated, engaging and affordable.   You’ll get everything you need to keep your clients engaged and your tax & accounting firm growing using one convenient online platform.  We’ll automatically publish a firm branded monthly newsletter, weekly tax...…

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February 26, 2019 

TaxVid

TaxVid is a client video marketing service that provides easy-to-use firm-branded client videos.  Your clients have questions and you have the answers with TaxVid.  These 1-3 minute client videos explain different timely and relevant tax topics and are designed to help tax & accounting firms grow their firms.  We host the videos so in minutes...…