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
September 5, 2014
At the beginning of each year, we make our annual trek to the Consumer Electronics Show (CES) in Las Vegas to look specifically at computer hardware, peripherals and trends that could impact the accounting profession in the year ahead.
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...…
September 5, 2014
?9222 In economic climates such as this, when jobs are somewhat scarce, markets are in flux and retirement can seem so far away, it’s natural for some to cling to what levels of stability they have, whether it’s Linus and his “security blanket,” or a comfortably permanent job as an in-house accountant for a large...…
September 5, 2014
7122 Great Practices – Jason Lawhorn, Lawhorn CPA Group, Inc. Firm Profiled Lawhorn CPA Group, Inc. Jason Lawhorn, CPA.CITP, president & CEO of Lawhorn CPA Group, Inc. Change Begins at Home Jason Lawhorn is a small firm owner with a big vision — to expand the Lawhorn CPA Group brand cross country. After transitioning...…
September 5, 2014
9208 Accountants are a special breed of people with above average intelligence, a genuine interest in helping people, and often a lot going on in their lives both professionally and personally. No, I’m not trying to butter you up; it’s simply an observation that we are busy people who can learn to use tools fairly...…
September 5, 2014
800-267-1317 www.caseware.com CaseWare has long been a mainstay in large legal practices and the top 100 accounting firms in the country, offering a suite of professional applications focused on time and billing, engagement management, financial analysis, audit applications, benchmarking tools and advanced database engine tools. CaseWare’s Time program houses the time and billing capabilities, providing...…
September 5, 2014
Redesigned Office Tools Pro Offers New Interface and Features 888-667-8440 www.officetoolspro.com Office Tools Pro has been a popular choice for professional service firms for many years, including tax and accounting practices and legal professionals. The system includes integration with QuickBooks for AR and invoicing functions and syncing with Microsoft Outlook for full contact management capabilities....…
September 5, 2014
6593 characters 800-739-9998 CCHGroup.com CCH offers a broad suite of applications for professional accountants, from fully integrated client service programs for tax compliance, asset management, tax planning, trial balance and write-up, to systems designed for internal firm management of engagement processes, paperless document management, tax workflow, research and audit tools, as well as the core...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com Thomson Reuters offers the Practice CS system as a part of its CS Professional Suite of tax, accounting and business management programs, providing an overall practice management application that includes time and billing, productivity analysis, staff management functions, contact management with Outlook integration, and project management capabilities. The system integrates with other components...…
June 3, 2014
Companies waste 40 percent of their time on accounts payable driven by corporate expense management. Tallie simplifies this process by offering the quickest path from receipt to balance sheet. The system eliminates over 60 percent of processing time for both the front and back-end, providing time and cost savings.
January 1, 2014
Improving workflow by streamlining engagements and following best practices is a continuing effort for successful accounting firms, but implementing workflow management solutions has often been a challenge for smaller firms. This is because they often lack the internal resources and staff to perform and manage the implementation process.
December 10, 2013
Contractors struggling with employee time tracking and related payroll processes speak out in response to finally having an Android time tracking app that makes sense in the field.