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
October 15, 2018
When most clients call you, they start with a question about taxes, bookkeeping, or whether they can afford an upcoming business expense. But every so often, clients may call with more serious questions:
October 15, 2018
Cloudvara www.Cloudvara.com 855-601-2821 From the Oct. 2018 reviews of Cloud Hosting systems for accountants. Cloudvara is well suited for accounting and legal firms, as well as other types of businesses looking for QuickBooks and other application hosting capability. Cloudvara specializes in QuickBooks hosting and is an Authorized Standard QuickBooks Host. Legal, accounting, and tax software hosting...…
October 15, 2018
Citrix ShareFile 800-441-3456 www.sharefile.com From the 2018 reviews of client portal systems for accounting firms. Citrix ShareFile is a comprehensive application designed for businesses including accounting firms, of any size. Along with secure file sharing, ShareFile also offers cloud storage capability, secure email capability, and the ability to handle files of any size. ShareFile is...…
October 15, 2018
Cetrom CPA Cloud Cetrom Information Technology Inc. www.cetrom.net From the Oct. 2018 reviews of Cloud Hosting systems for accountants. Cetrom is an application hosting provider that is well suited for CPA and accounting firms, along with other types of businesses, including nonprofits and travel management businesses. Cetrom offers easy access to hosted applications from any type...…
October 15, 2018
NetClient CS Thomson Reuters http://cs.thomsonreuters.com From the 2018 reviews of client portal systems for accounting firms. NetClient CS, part of the CS Professional Suite from Thomson Reuters, is a good fit for accounting firms of any size that currently use other CS Professional Suite applications. Designed to be used with other CS Professional Suite applications, NetClient...…
October 15, 2018
Xcentric www.Xcentric.com 678-297-0066 From the Oct. 2018 reviews of Cloud Hosting systems for accountants. Xcentric, purchased by Right Networks in late 2017, which is also reviewed in this issue, is designed specifically for accounting firms and CPAs. Redesigned since last reviewed, Xcentric has made custom hosting options for accounting professionals its focus, while QuickBooks hosting has...…
October 15, 2018
Cloudnine Realtime AbacusNext www.cloudninerealtime.com From the Oct. 2018 reviews of Cloud Hosting systems for accountants. Acquired by AbacusNext in early 2017, Cloudnine Realtime is a scalable application that is well suited for accounting firms of any size, and is also a good solution for other types of businesses that need application hosting. Cloudnine Realtime has been...…
October 15, 2018
SmartVault 866-674-6785 www.smartvault.com From the 2018 reviews of client portal systems for accounting firms. SmartVault offers online document storage, branded client portals, and secure file sharing capability. SmartVault is best suited for small to mid-sized businesses and accounting firms that use QuickBooks or QuickBooks Online, Xero, or Intuit Lacerte applications. There are two versions of SmartVault:...…
October 15, 2018
Right Networks Hosting www.Rightnetworks.com From the Oct. 2018 reviews of Cloud Hosting systems for accountants. Right Networks Hosting is designed for CPA firms, accounting firms, and small businesses. Specializing in QuickBooks hosting, Right Networks can host more than 150 applications on the cloud. Right Networks is scalable, with three editions of hosting available to choose from,...…
October 15, 2018
CCH Axcess Portal https://taxna.wolterskluwer.com From the 2018 reviews of client portal systems for accounting firms. CCH Axcess Portal can be a useful addition to accounting firms of any size. The portal can be utilized as a stand-alone application or used in conjunction with other CCH Axcess and CCH ProSystem fx applications for increased functionality and integration....…
October 15, 2018
Website Relief AccountantsWorld www.accountantsworld.com 888-999-1366 From the Oct. 2018 reviews of Website Builders for accounting firms. Website Relief is part of AccountantsWorld suite of applications designed for accounting professionals, and is a good fit for small to mid-sized accounting firms that use other AccountantsWorld applications. Website Relief can also be used as a stand-alone website design...…
October 15, 2018
CCH Site Builder Wolters Kluwer www.cchwebsites.com From the Oct. 2018 reviews of Website Builders for accounting firms. CCH Site Builder from Wolters Kluwer is best suited for small to mid-sized accounting firms that use other CCH applications from Wolters Kluwer. CCH Site Builder allows firms to create a fully functional website in minutes using the simple...…