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
September 8, 2011
855-687-1024 www.BillQuick.com 2011 Overall Rating 5 Best Firm Fit Small and mid-sized firms. Strengths Feature-rich SaaS version available, which can synchronize automatically with the desktop product. Native iPhone & Android apps. Free Lite version available. Tracks personal time off hours & approvals. The most extensive integration options with accounting software among products reviewed. Strong...…
September 8, 2011
877-520-1525 www.imaginetime.com 2011 Overall Rating 4.25 Best Firm Fit Small firms, especially those taking advantage of the tax software integration available. Strengths Ribbon interface similar to Microsoft Office. Integration with tax software & QuickBooks. Synchronization with Outlook, including viewing staff calendars side-by-side. Potential Limitations No SaaS version. Summary & Pricing ImagineTime is a time...…
September 8, 2011
888-340-6425 www.Chrometa.com 2011 Overall Rating 4.5 Best Firm Fit Small firms with simple billing needs, or firms of any size for timekeeping. Strengths Innovative system for automatically tracking time. Integration with several accounting programs and other billing programs. SaaS software that can aggregate time from multiple PCs. Potential Limitations Limited invoicing capabilities. Works...…
September 8, 2011
888-849-8059 www.abaksoftware.com 2011 Overall Rating 4 Best Firm Fit Small and mid-sized accounting firms, especially those integrating with certain accounting software (Sage Simply Accounting, Sage Accpac ERP, Avantage and Acomba). Strengths Three-level approval system for time & expenses. Web-based interface for a few of the program’s functions. Potential Limitations Help file is difficult...…
August 31, 2011
Most of us have built our businesses based on relationships. Some have built a reputation around a specific expertise. Others have built a business based on service levels. All of these strategies are still extremely important, but an increasingly important factor in the last 15 years is being found on the web. Many of us…
August 31, 2011
For firms new to marketing, it’s best to take it one day (and project) at a time Marketing is starting to get its due attention in the profession. Firm leaders understand the importance of consistent, frequent communications with prospects and clients in order to grow a successful, profitable business. However, while many are stoked about...…
August 31, 2011
In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and...…
August 30, 2011
Event Date: Wednesday, Sept. 7, 2011 CPE: 1 hour
August 25, 2011
Listen to Darren and Randy discuss the benefits of some new technology equipment and hardware … as well as new cloud solutions that could be helpful to your firm and your small business clients. You’ll learn more about: MacBook Air 2 Big changes in the phone market Canon’s 150 series scanners Asus UX21 – Thinnest...…
August 25, 2011
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch...…
August 22, 2011
Over the past several months, I’ve had the chance to assess the issue of computing “in the cloud,” both in terms of the benefits and the drawbacks. So far, the benefits outweigh the drawbacks. But this is a very fluid situation that will require some strong due diligence and more than a little caution. Cloud...…
August 22, 2011
Don’t miss the latest episode of TaxPrepPartner2Go, where Executive Editor Darren Root visits with Raj Kapur, Executive Vice President, The Center for Project Management, about how to effectively make changes in your firm. Sponsored by SurePrep CPA Practice Advisor has teamed with SurePrep to bring you a monthly podcast series — TaxPrepPartner2Go (TPP2Go) —...…