Paperless Engagements

 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...…

Featured Articles

 When is Practice Management Software Right for Your Firm?

September 26, 2012 

When is Practice Management Software Right for Your Firm?

Firms are spending extra time reviewing current solutions to current problems in the hope of finding some respite during these times. Problems like rising costs, loss of clients, low efficiencies, ineffective information tracking and even poor management need attention in difficult economic times.

Mike Giardina

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January 10, 2012 

Thomson Reuters – Engagement CS

800-968-8900 cs.thomsonreuters.com/engagement    5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL...…

 CCH, a Wolters Kluwer business – ProSystem fx Engagement

January 9, 2012 

CCH, a Wolters Kluwer business – ProSystem fx Engagement

800-PFX-9998 www.cchgroup.com   4.75 overall   BEST FIT Any accounting firm that is currently in or converting to a paperless workflow environment STRENGTHS Strong integration with ProSystem fx product lineup Intuitive interface based on Microsoft Windows and Office functionality High level of security from both user and data standpoints POTENTIAL LIMITATIONS Limited integration with PPC...…

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October 7, 2011 

New Skills Required for Taking Your Firm Digital

It never ceases to amaze me how quickly things change in my office. And as you know, it requires a steady vigilance to stay in front of change. I spend a great deal of time evaluating the efficiency of my staff and the consistency of strategies implemented across my firm. Both of these areas must...…

Darren Root, CPA, CITP, CGMA

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August 9, 2011 

6 Tips for a Paperless Office

Many people who use computers—whether it’s for their home or business — are moving toward a “paperless” office. Simply, they are tired and overwhelmed by scraps of paper, clunky old file folders, envelopes — and they want to reduce the clutter. Don’t believe me? Take a look at how many messages are stored in your...…

Joseph Antony

TRStill

July 14, 2011 

2011 Innovation Awards – Thomson Reuters

CPA Practice Advisor Executive Editor Darren Root, CPA.CITP, presents a 2011 Innovation Award to Thomson Reuters for the company's Mobile CS app, which allows smart phone users to access key firm data from anywhere. The Awards were announced during a ceremony at the California Accounting & Business Show & Conference in Los Angeles, June 6,…

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July 13, 2011 

Thomson Reuters Trial Balance CS

800-968-8900 CS.ThomsonReuters.com The Thomson Reuters Trial Balance CS product is a working trial balance accounting product that allows multiple users to access the file. When paired with the Thomson Reuters Engagement CS product, many features are added, including the engagement workflow and binder. The primary limiting feature on this product is that it only allows...…

Marty McCutchen

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July 13, 2011 

Pendock Mallorn — Accounting for Practitioners

800-567-4500 www.pendock.com Accounting for Practitioners is a one-of-a-kind “after the fact” package used for write-up and trial balance engagements. It is a Microsoft Excel-based product that is essentially an Excel plug-in (2003 and newer versions). The user downloads the software on their individual computer and creates files for each engagement. The files can be saved...…

Marty McCutchen