February 26, 2019
It is the nature of my work that I spend virtually all of the business day online, and usually a few more hours when I’m not at work. So it’s probably not surprising that while researching the latest accounting and business technologies, taking note of tax law changes, and collaborating with tax and accounting professionals,...…
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
It is the nature of my work that I spend virtually all of the business day online, and usually a few more hours when I’m not at work. So it’s probably not surprising that while researching the latest accounting and business technologies, taking note of tax law changes, and collaborating with tax and accounting professionals,...…
February 26, 2019
5728 By Michael Roselius, CPA Those of us in the northern hemisphere are noticing some gradual changes in the sunrise and sunset times … and in where the shadows are beginning to shift. If you are not enjoying the changing of seasons, maybe you need to get out of your office more! But before you...…
February 26, 2019
4151 www.emochila.com E. Mochila is dedicated to providing website design and hosting for accounting and tax preparation firms. It has a professional and experienced staff to take the basic information and preferences to create a great looking website. E. Mochila does all of the website setup and maintenance, and the client firm will get an...…
February 26, 2019
3620 www.buildyourfirm.com Build Your Firm is a marketing and practice development consulting firm focused on accounting and tax practitioners. The company’s website building product can be used on a stand-alone basis, or as part of a firm’s system for marketing and selling professional services to new clients. Their Website Development and Internet Marketing product is...…
February 26, 2019
3974 www.afsb.net Accounting and Financial Site Builder (AFSB) is a website builder solution provided by the Tenenz family of products for accounting and tax practitioners. AFSB offers easily customizable website designs as well as support for self-maintained web pages. AFSB targets accounting firms that want the ability to create and edit their own web pages,...…
February 26, 2019
2911 www.CPAsites.com CPAsites.com is a traditional web design firm specializing in custom websites to meet the unique needs of accounting firms. Its business model is to have its professional design staff do all creation and modification using materials, text and images supplied or licensed by its clients. While most hosting plans include monthly or quarterly...…
February 26, 2019
2838 www.CCHGroup.com/SiteBuilder CCH and its parent company Wolters Kluwer are well-established organizations that have provided software, authoritative guides, and content to accounting and tax professionals worldwide for many years through its ProSystem fx, TaxWise, and ATX professional software application suites. CCH offers firms customizable websites using stock or user-submitted content, and currently hosts more than...…
February 26, 2019
4989 www.CPASiteSolutions.com Accounting and tax firms that want to have a professionally designed website done by experienced and dedicated professionals should take a close look at CPASiteSolutions. CPASiteSolutions has been serving accountants since 1999, and currently manages the websites for over 4,000 accounting firms. A typical site will contain almost 300 pages, mostly consisting of...…
February 26, 2019
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...…
February 26, 2019
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…
February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
November 9, 2016
Leverage e-Signature Technology All Year with CCH eSign As the first solution created especially for the IRS-approved use of electronic signatures on Form 8879, CCH eSign digitally captures client and employee signatures across a wide array of IRS, client–facing and internal firm documents — directly through CCH® ProSystem fx® Tax or CCH Axcess™ Tax. Learn...…