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
July 26, 2011
Scott Fleszar from Thomson Reuters explains why firms need to be viewing portals in a bigger picture ... and explains just some of the benefits of using portals.
June 6, 2011
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%.
May 23, 2011
The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…
May 11, 2011
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...…
February 16, 2011
Users implement over 200,000 new portals in just over one year
January 27, 2011
Awards Honor Technologies That Helps Tax & Accounting Pros
January 25, 2011
Newly-branded Lawhorn CPA Group, Inc. sets sites on large-scale expansion
January 24, 2011
Strategic alliance will continue to educate and inform CPAs and accounting professionals about technologies that help their firms and their clients become more efficient and productive
December 16, 2010
NEWPORT BEACH, CA – SurePrep and the Center for Project Management (CPM) have launched a strategic partnership to deliver SurePrep’s industry leading tax workpaper automation software and services with CPM’s proven change management methodology and tools. “Our tax workpaper automation technologies enable accounting firms to work more efficiently and profitably than ever before, and successful...…
November 29, 2010
We don’t wade into politics at this publication, but the upcoming change in control of the U.S. House of Representatives will certainly bring changes to business law and taxation. Regardless of your perspective on these changes, they will directly affect your clients and practice, which means that keeping up with the changes is imperative to…
October 29, 2010
The Treeno Document Management Solution is an easy-to-use yet highly robust system that combines Document Management, Document Imaging, and Workflow Management in one easy to use application. System deployment is instant, integration with existing line of business applications is seamless, and the Treeno system can scale to support as few or as many users as your...…