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 5, 2014
800-267-1317 www.caseware.com 2011 Overall Rating 4 Best Firm Fit: Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing...…
September 5, 2014
Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…
September 5, 2014
All of us seem to be exceptionally busy this summer — attending classes, conferences and online sessions in the ongoing pursuit of complying with CPE requirements. Personally, I enjoy each and every event because it offers the opportunity to meet with practitioners and stay apprised of concerns, trends and triumphs. In my travels, one key...…
September 5, 2014
Join Executive Editor Darren Root as he shows you how to create success In just a few short weeks, CPA Practice Advisor Executive Editor, Darren Root, CPA.CITP, will be presenting a full-day workshop in our nation’s capital entitled, “Tomorrow is Today: The Accounting Firm of 2011,” — an in-depth and interactive discussion around value-based pricing...…
September 5, 2014
June 28, 2011 2 p.m. EDT >> REGISTER NOW REGISTER NOW
September 5, 2014
There are ample articles trying to convince you of the value of Cloud Computing. There are three primary application approaches for the cloud: 1) Backup, which we have reviewed in prior columns covering products like NetRescue, Gillware and eFolder, 2) Hosting, including companies like CPAASP InsynQ, Awensa, Cloud 9 and Real Time Data Services, Thomson...…
September 5, 2014
Here’s the reality. Most accounting professionals, when it comes to marketing, are highly reactive. They’ve developed some good content, have a few pieces of collateral on hand, and are sending out communications here and there. The reactive environment can be deceptive because things consistently appear to be moving along. And if things are moving, that’s...…
September 5, 2014
It's post-tax season when most firms meet and plan for the future. While that “future” may only be about a year from now — or through April 15, 2012 — I applaud any firm that actually does give some thought to the open road ahead.
September 5, 2014
877-520-1525 www.ImagineTime.com ImagineTime consists of four integrated modules: time and billing, due date monitoring, contact management and document management. The document management module is an extension of the core practice management and due date monitoring module, and as such, that is where the primary value of the document management component is based — in...…
September 5, 2014
Freed Maxick & Battaglia (FMB) didn’t become a Top 100 firm by avoiding change. In fact, the firm can best be described as the most rapid of rapid adopters — just all in good time. This is not meant to confuse anyone, but is testament to FMB’s stance on staying ahead of change by first…
September 5, 2014
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it…
September 5, 2014
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Firm Fit: CyberCabinet is best suited for sole practitioners and small firms who provide accounting, payroll and tax services. If your practice can use the Accountants Relief and Payroll Relief applications, you can have a solid online platform for running your practice without the hassle of...…