Isaac M. O'Bannon

November 5, 2014 

Tips to help employers understand some of the upcoming changes that range from health care benefits to Social Security, and how to stay in compliance.

Isaac M. O'Bannon

November 5, 2014 

Wolters Kluwer, CCH has added new features and enhancements to its CCH Mobile app, winner of the 2014 SIIA Software CODiE Award for Best Enterprise Mobile Application.

Isaac M. O'Bannon

November 5, 2014 

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

Isaac M. O'Bannon

November 5, 2014 

The agency's system of records designed to document wireless device inventory was not consistently updated as changes occurred, which resulted in almost 57 percent of inventory records being inaccurate.

Isaac M. O'Bannon

November 5, 2014 

The Chicago-based accounting and consulting firm of Porte Brown LLC has merged with Katzenbach & Associates, Ltd., a Bloomingdale-based public accounting firm. Financial details of the merger have not been disclosed.

Isaac M. O'Bannon

November 5, 2014 

There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.

Isaac M. O'Bannon

November 5, 2014 

Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.

Isaac M. O'Bannon

November 5, 2014 

The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...

Isaac M. O'Bannon

November 5, 2014 

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

Isaac M. O'Bannon

November 5, 2014 

SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...

Isaac M. O'Bannon

November 4, 2014 

Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and

Isaac M. O'Bannon

November 4, 2014 

The Paychex | IHS Small Business Index held strong in October as employment growth maintained its momentum to start the fourth quarter,..

Isaac M. O'Bannon