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...
December 1, 2024
October 1, 2024
October 1, 2024
October 1, 2024
July 24, 2019
The Sage Intacct Interactive Custom Report Writer (ICRW) is a modern, visual reporting tool built to increase flexibility and agility required to improve business insights and day-to-day accounting operations. The new module enables users to build custom reports quickly and easily with hierarchical field selection, drag-and-drop functionality, and automatic formatting and simple subtotaling. ICRW also...…
July 24, 2019
Taxfyle Outsourcing enables firms of all sizes to outsource work to our network of CPAs and EAs without going offshore. All customers are provided with an upfront quote prior to submitting the job and engagements are matched to professionals based on their skillset, availability and the software which the client requires the work to performed...…
July 24, 2019
With cybercriminals increasingly focusing on the tax and accounting profession, data security continues to be an important topic. Firms have an ethical and legal duty to take reasonable precautions to protect their clients’ data, and since passwords can be easily stolen or hacked, multi-factor authentication (MFA) is more important than ever as a tool in...…
July 24, 2019
OnBalance Express is a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combine the accessibility and security of cloud accounting while simplifying customer tracking, vendor tracking, invoicing, online payments, expense tracking, banking, and reporting, with its innovative dashboard design. OnBalance Express has been...…
July 24, 2019
Put simply, the CCH ProSystem fx Engagement Organizer simplifies the process of requesting, receiving and tracking documents and notes between the firm and its clients. Released in November 2018, Engagement Organizer is a new solution that works within CCH ProSystem fx Engagement, which is a key component of the Wolters Kluwer Integrated Audit Approach and...…
July 24, 2019
Accounting firms face increased pressure to improve margins on tax preparation business. They spend an incredible amount of time manipulating data to prepare returns and often: Buy over-engineered tools simply to ingest data, prepare the tax report, make final adjustments and send the balances to tax Duplicate the management of clients and staff in multiple...…
July 24, 2019
The line between personal and professional technology continues to blur. With nearly one in five adults accessing a smart speaker in their home (according to Voicebot.ai™ research), voice technology is poised to impact the professional workspace. In response, Wolters Kluwer enhanced its award-winning CCH AnswerConnect, the answer-oriented tax research platform, with voice enabled search. Now,...…
July 24, 2019
Tax Prep is the only fully-integrated, modern tax prep solution for accountants released in over a decade. With this new offering, Canopy now offers the first comprehensive platform for tax professionals that seamlessly connects Tax Preparation, Tax Resolution and Practice Management software all in one. This is a substantial step forward for the accounting industry...…
![media-relations-dave[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2022/07/34423/media_relations_dave_1_.5d373a50710b4.png)
July 23, 2019
"Financial Coach Master Training prepares people to help others with their money,” said Chris Hogan. “For over twenty-five years, we’ve seen millions of people take control of their money by changing their behavior, budgeting, saving, and eliminating ...
July 23, 2019
Professional tax preparers are being reminded that federal law requires them to create a written information security plan to protect their clients’ data.
![search-icon[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2022/07/34419/search_icon_1_.5d3626ea196b4.png){kind=icon}
July 22, 2019
Technology plays a vital role in firms of any size, but many smaller firms seek direction on technology issues. That is why the National Society of Accountants and CPA Practice Advisor have partnered to help you find the right technology for your firm. Please fill out the following form and we will provide expert advice...…
July 22, 2019
For many people, texting is the favored – and sometimes only – way to connect with friends and family. Now new research from Robert Half Technology suggests that it may also be a common communication method between employers and job candidates.