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
May 28, 2012
There is a constant topic of conversation both inside firms and at almost every conference. It is the age-old question of partner compensation and “how do you do it”.
May 22, 2012
A technology committee, if built correctly, can be a valuable asset in building the firm’s technology strategy.
May 22, 2012
Integrating traditional paper-based processes with paperless technology offers practitioners the organizational and review flexibility of paper plus the efficiency of a digital workflow
May 11, 2012
These two concepts are critical to the success of your firm.
May 4, 2012
Firm leaders can support and improve their overall diversity efforts with just a few creative initiatives in 2012.
May 3, 2012
RootWorks maintains its position as the preferred education organization for tax and accounting professionals—as the firm’s new website reflects.
April 23, 2012
Make more with less effort while improving the value of your practice. Accountant’s Flight Plan is a practice management tool to help you take your practice to the next level. It can be previewed at http://www.poegroupadvisors.com/resources/optimize-your-practice/
April 13, 2012
In the near future, members of the American Institute of CPAs can expect to learn more about this year’s Top Technology Initiatives revealed in the AICPA’s survey last month.
April 5, 2012
In real estate, one of the main mantras is, “location, location, location.” With remote technologies allowing greater communication between accounting professionals and their clients, the physical location is gradually becoming less important, at least for some practice models.
April 5, 2012
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…
March 30, 2012
Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…