E-Tools

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September 5, 2014 

How Helping Your Clients Can Help Your Firm

Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…

Isaac M. O'Bannon

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September 5, 2014 

Apps Abound for Accounting Pros & Small Businesses

We live in a mobile and always-on world, and where the smartphone by itself was once lauded (or blamed) for our incredible connectivity, that honor now belongs to the app. An abbreviation for the word application that was used almost only by developers and computer techs just a couple of years ago, the term is...…

Isaac M. O'Bannon

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September 5, 2014 

Work/Life Balance in a Mobile World

Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…

Gregory L. LaFollette

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September 5, 2014 

How the iPhone Is Changing Your Job

Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…

Rene Lacerte

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September 5, 2014 

How Technology Pays

Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…

Randy Johnston

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September 5, 2014 

Three Buzzwords That Really Changed the Profession

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...…

Isaac M. O'Bannon

 AccountantsWorld — Website Relief

September 5, 2014 

AccountantsWorld — Website Relief

3680 www.accountantsworld.com Website Relief by AccountantsWorld is a website building solution that integrates into the AccountantsWorld Power Practice suite of web-based applications. The service has been online since 2002 and currently boasts about 2,400 websites for accountants and tax preparers. Typical sites have about 20 pages, and can consist of a maximum of 40 pages,...…

 Thomson Reuters — Web Builder CS

September 5, 2014 

Thomson Reuters — Web Builder CS

CS.ThomsonReuters.com Thomson Reuters offers a suite of software products and services for tax and accounting professionals, including the Web Builder CS website building service. Thomson Reuters has offered website building services designed specifically for tax and accounting professionals for over 10 years. With more than 2,500 firms currently using Web Builder CS, Thomson Reuters has...…

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August 8, 2014 

2014 Review of AccountantsWorld Website Relief

AccountantsWorld (AW) offers a bundled suite of cloud-based applications to run an accounting practice via the cloud. The suite, called the Power Practice System, consists of bookkeeping, write-up, trial balance, document management, after-the-fact-payroll and the website builder reviewed here.

John Higgins

 2014 Review of CCH Site Builder

August 8, 2014 

2014 Review of CCH Site Builder

CCH Site Builder has been around for quite a while and is a very mature tool. The depth of resources that Wolters Kluwer, CCH brings to the table provides the confidence that they will be there for the long run and will continue to invest in improving this practical tool. Between the pre-designed web page…

John Higgins

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August 8, 2014 

2014 Review of CPA Site Solutions

CPA Site Solutions claims to be the largest provider of websites for accountants with over 7,000 firms using the platform. The company was founded in 1999 to help accountants take advantage of the internet. They believe so strongly in the service that they will setup your website and email accounts and give you two months…

John Higgins