Contact Management

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February 26, 2019 

Workspace

We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.

 In-Firm Considerations in Marketing Technology

November 9, 2012 

In-Firm Considerations in Marketing Technology

8839 With information technology our primary focus, there is no way I can claim to be an expert at marketing for accounting firms. However, during the normal course of consulting with firms, we allocate a portion of our interview time in every firm to explore how information technology decisions can impact that firm’s marketing efforts,...…

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August 25, 2011 

Online vs. Face Time: Which Reigns Supreme?

With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…

Darren Root, CPA, CITP, CGMA

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June 6, 2011 

6 Steps to Developing an Effective Client Portal Strategy

I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.

John Higgins

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May 11, 2011 

BizAutomation.com

Run your Entire Business on One Integrated System Cloud based. On-demand access dramatically lowers maintenance and license fees. Everything from CRM, Acccounting, E-Commerce, Dashboards, Projects, and Portals for $49.95 per user per month. Sales (SFA), Activity Mgt, & Business Process Automation (BPA), Item based Support, & Marketing (Campaign Mgt, Drip Campaigns, & E-mail broadcasting). Access...…

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December 13, 2010 

BalaBoss Client Navigator

Practice management tool for professional accountants. The fully-integrated time & billing is feature-rich and easy to use. Rapid, mouse-free time entry, timer, flexible invoicing & statements, wide-ranging reports that can be customized, project tracking, due date monitoring, simple secure administration. Remote T&E Entries.

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August 26, 2010 

DEACOM Integrated Accounting and ERP Software

Streamline your manufacturing business processes and maximize productivity and profitability with DEACOM Integrated Accounting and ERP System for order entry, accounting, production, point-of-sale (POS), inventory management, laboratory,

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August 25, 2010 

Carillon ERP/CRM

Carillon ERP is designed to support businesses’ financials, supply chain management, manufacturing, construction, inventory management, sales order processing, purchasing, production orders, job costing and profitability, time & billing, payroll, contact relationship management and mobile workforce. Carillon has complete multi-company, multilingual, and multicurrency functionality.

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August 18, 2010 

The Accounting Library

The Accounting Library (http://www.accountinglibrary.com) is a tool designed to assist firms define their requirements and identify best suited products, learn more about each product, identify and learn more about integrated ISV solutions and services and finally find product specific resellers in their geographic region. This powerful software research tool also lets firms compare the functionality...…

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July 28, 2010 

Method Full Blown Edition

Install and customize industry-specific apps, or create your own. Includes all the features of Method Remote Entry and Method CRM editions, plus the ability to install and customize apps from the Method Application Library, as well as the ability to create your own.

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July 28, 2010 

Method CRM Edition

Don’t just manage customers – manage your entire business in one place. With Method CRM, you can track and close sales opportunities, turn leads into QuickBooks customers, assign tasks and follow-ups to staff, track activities with vendors, and much more.

PM

July 23, 2010 

Advance Practice Management

Commercial Logic is the sole distributor and support provider for Advance Practice Management by APS, a leading global supplier of software and practice managment consulting to the accounting profession. In addtition to the traditional time and billing APM offers built-in workflow, engagement and staff budgeting, integrated document management, comprehensive reporting tools, tight integration with MS...…