August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
March 23, 2020
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
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
As I look back over my career, I realize how many changes have taken place within the accounting profession. In fact, as I review the past, it appears that we have transitioned through some significant “eras.” In the ’90s, we experienced the Decade of Hardware. Each year had us replacing our computers just to keep...…
February 26, 2019
2524 characters www.projecturf.com Developed as a web-based application, Projecturf 2.0 is a new breed of project management software for small and medium-sized businesses as well as freelancers. Projecturf offers an easy-to-use and customizable interface with unlimited data storage. This one-of-a-kind software provides an intuitive interface with project management and collaboration features that help streamline tasks...…
February 26, 2019
Another busy season is chalked up in the history books, and it is time for firms to evaluate opportunities to improve their firm processes while they have the luxury of the slower extension season to make sure they get things implemented right. To help firms get a jump on deciding specifically which technologies they should...…
February 26, 2019
1391 characters www.imaginetime.com ImagineTime, which offers practice management, CRM, due-date monitoring and time and billing systems to professional accountants, recently introduced its new Document Management system. As with the other programs the company offers, the document management program is designed specifically for professional practices. The program works as an integrated module of the core ImagineTime...…
February 26, 2019
3136 characters Before making any move, it’s important to purge an out-of-date perception. Time and billing is NOT practice management. Long gone are the days of thinking a time and billing application can be applied to broad firm management. Time and billing is still very important within firms, but it is better thought of as...…
February 26, 2019
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...…
February 26, 2019
Now you can extend the power of Workspace to your customers. You can transfer documents to and from your clients securely, reliably, and quickly. No more emailing “Confidential Information” through the internet.
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
AuditDashboard 3.0 helps small, medium and large CPA firms standardize the information collection process. By offering a dynamic, web-based, alternative to the traditional excel prepared by client request list, we help firms increase productivity and enhance client experiences. AuditDashboard 3.0 compliments a firm’s existing software, updating how professionals and their clients work together. To learn more about...…