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 Is Your Technology Team Ready for the Change?

February 26, 2019 

Is Your Technology Team Ready for the Change?

5642 characters Technology is getting more complex to select, install and maintain, and the skills required to do so properly are becoming greater. Even very small networks take refined skill to install properly. When your servers, desktop computers or laptops are not set up properly, your productivity is reduced. In many cases, you may not...…

 5 Tips to Optimize Your Internet Use

February 26, 2019 

5 Tips to Optimize Your Internet Use

4338 Over the past several months, I’ve been addressing issues involving “information overload” and how to more strategically use the communication tools and other technologies that seem to be increasingly controlling us and our time. From email to smartphones, general Internet usage, social media and instant communications like chat and text, we are seemingly inundated...…

 A Technology Recipe for Success

February 26, 2019 

A Technology Recipe for Success

5567 Most of you want to have your technology work correctly at the least possible cost. This is a reasonable goal, but it’s difficult to execute. This year, in the consulting practice of Network Management Group, Inc. (NMGI.com), which specializes in accounting professionals, we have seen a lot of technology implemented poorly, and some implemented...…

 Entering the Workflow Era

February 26, 2019 

Entering the Workflow Era

As I look back over my career, I realize how many changes have taken place within the accounting profession. In fact, as I review the past, it appears that we have transitioned through some significant “eras.” In the ’90s, we experienced the Decade of Hardware. Each year had us replacing our computers just to keep...…

 6 Core Technology Strategies for Your Firm

February 26, 2019 

6 Core Technology Strategies for Your Firm

Another busy season is chalked up in the history books, and it is time for firms to evaluate opportunities to improve their firm processes while they have the luxury of the slower extension season to make sure they get things implemented right. To help firms get a jump on deciding specifically which technologies they should...…

 Accessorize Your DMS

February 26, 2019 

Accessorize Your DMS

4376 characters As with many technology initiatives, implementing a document management system requires a supporting cast of characters to help make the solution complete. So we thought it would be helpful to identify a few of the accessories that can help you optimize the deployment of your DMS. You should visit these vendor’s websites to...…

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February 26, 2019 

CCH SFS 2010 Who’s Who

Company Overview CCH Small Firm Services (SFS) provides market-leading tax and accounting research, software and workflow tools to 45,000 professional firms and tax assistance sites in 72,000 locations. Along with CCH, SFS is part of Wolters Kluwer Tax and Accounting, an international leader in tax, accounting and audit solutions. Our ATX and TaxWise programs are...…

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September 5, 2014 

Building for Success by Finding the Right Partners

There are as many tips for building a successful practice as there are successful firms, but what they all share are strategies that have led to successful partnerships with outside technology and service providers. In the 21st Century, these technologies and services are more than simple tools or aides, they are integral components of business...…

Isaac M. O'Bannon

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September 5, 2014 

CCH Small Firm Services — TaxWise

800-755-9473 www.taxwise.com 2011 Overall Rating 4.5   Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths –          Support for all entities at federal & state level...…

Isaac M. O'Bannon

atxv3_logo_bliss_cmyk_2011_102_10270984

September 5, 2014 

CCH Small Firm Services — ATX

800-681-1752 www.atxinc.com 4.5 – 2011 Overall Rating Best Firm Fit: Small and mid-sized full-service accounting firms with generally less complex clients, yet with broader entity needs, including payroll and wage compliance. Strengths: –          Support for all entities at federal & state level –          W-2/1099 & wage reporting –          Form & interview-style input –          Excellent training...…

Isaac M. O'Bannon

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September 5, 2014 

RedGear Technologies — TaxWorks

800-230-2322 www.taxworks.com 2011 Overall Rating 4.25   Product Delivery Methods: __x__ On-Premises _____ SaaS _____ Hosted by Vendor   Best Firm Fit: Small 1040-focused tax offices with limited to moderate need for additional entities. Strengths: – All federal and state entities – Integrated bank products – Good client communication templates & e-mail integration – Data...…

Isaac M. O'Bannon