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
March 13, 2015
Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...
March 13, 2015
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
Firm Management February 26, 2015
An all-in-one CRM solution for service operations and field service management.
December 5, 2014
Designed for accounting and law firms, ImagineTime is a desktop or server-based, full-featured time management and billing system for firms seeking multiple timesheet data entry options ...
December 5, 2014
The Chrometa time and billing system provides good tools for managing staff and team tasking, including projects. The system offers users the ability to log the applications and documents they have accessed during a given time period, which can then ...
December 5, 2014
BQE Software offers time management, billing and client communication solutions tailored to the specific needs of a variety of professional services firms, including tax and accounting practices. The company’s BillQuick system is geared ...
December 5, 2014
Practice Relief is a web-based time and billing solution designed for tax and accounting firms. It can be used as a stand-alone program, or as an integrated part of the also web-based Power Practice system. The suite includes options for client ...
December 5, 2014
Over the past several years, two major factors have significantly changed the way many firms operate, both internally as well as how they interact with their clients. The internet, of course, has something to do with this, but it is more in the way ...
December 5, 2014
TPS was specifically designed for accounting firms seeking a streamlined time tracking and invoicing management solution that supports multiple billing options, integration with Outlook and other Office functions, a full AR module, custom reporting and re
October 28, 2014
Whether you’re working in your office or on the go, you get a familiar, top-of-the-line set of productivity tools. Office applications —always the latest versions—let you create, edit, and share from your PC/Mac or your iOS, Android, or Windows device wit
October 1, 2014
Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends, spot opportunities, increase efficiency and reduce costs with the right answers, right now.
September 5, 2014
Every firm, no matter the size, should be using either an engagement (audits, review, compilations, etc.) or trial balance (write-up work) system. In the past, engagement and trial balance software packages were “islands” of information that did not communicate very well with other systems. The first integrations were with other tax preparation systems. Now that...…