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
November 30, 2011
AccuCode, Inc. (www.AccuCode.com) has announced the start of its new referral-based program for the software developer’s AO: Rapid Inventory system, which is the only cloud-based inventory management program for QuickBooks that includes options for fully-integrated RFID and barcode scanning. Designed as an add-on to enhance inventory capabilities for businesses using QuickBooks Pro, Premier or Enterprise,...…
November 30, 2011
Your business web presence speaks volumes about your capabilities and focus. Your purpose and abilities should be clear on the public side of your website. And once a client logs into your site, the additional features of the private side should impress even more.
November 14, 2011
Easy, yet powerful professional program automates payroll runs, compliance reporting and payments.
October 31, 2011
Tax & Accounting thought leaders talk about the opportunities available to accounting firms through client portals.
October 27, 2011
Tax & Accounting thought leaders Doug Sleeter, Jon Baron and Kim Hogan explain how client portals and self-service offerings can actually raise client service levels by providing clients with access to data when and how they want it. >>> Watch the video
October 7, 2011
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...…
September 27, 2011
Tax & Accounting thought leaders share examples of their first memories with self-service offerings and how those trends are moving into the tax & accounting market.
August 30, 2011
Event Date: Wednesday, Sept. 7, 2011 CPE: 1 hour
August 2, 2011
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…
August 1, 2011
This year is shaping up to be a big year for innovation in the world of accounting services and client business processes. I’ve been researching several companies lately, and I’m learning how they view the market, how they build solutions, and what technology approach they believe will win the most customers today and into the...…
July 29, 2011
I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…