Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (
January 7, 2012
Eide Bailly to Merge with Wipfli
Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.
January 3, 2012
CPAs Predict Improved Economy for 2012
Survey by Oklahoma Society shows most CPAs in that state see recovery on the near horizon.
December 27, 2011
New IRS Guide for 1040 Filers Helps Individuals Prepare and Save
Taxpayers can get the most out of various recovery tax benefits and get a jump on preparing their 2011 federal income tax returns by consulting a newly revised comprehensive tax guide now available on IRS.gov.
December 20, 2011
IRS Extends Filing Deadline to March 30 for Some Tax-Exempt Organizations
Tax-exempt organizations with January and February filing due dates will have until March 30, 2012, to file their annual returns, the Internal Revenue Service has announced announced.
December 13, 2011
Franchisee Trends for 2012
Franchises continue to be a strong vertical, and some new areas are booming even in the rough economy.
December 13, 2011
New Program Aims to Increase Small Business Lending
A bill introduced in the U.S. Congress on Tuesday is designed to increase business lending by small banks and financial entities.
December 2, 2011
CCH, a Wolters Kluwer business – ProSystem fx Portal
800-739-9998 www.cchgroup.com/portal 2012 Overall Rating 4.75 Best Fit Firms wanting secure client file sharing functions with integration into other CCH programs, along with file versioning and automated retention and expiration capabilities. Strengths Can be used on all major browsers and platforms Strong security customization File versioning for online edits to shared documents Customizable...…
December 2, 2011
SmartVault — SmartVault
866-674-6785 www.SmartVault.com 2012 Overall Rating 4.75 Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or...…
December 2, 2011
Thomson Reuters — NetClient CS Portals
800-968-8900 www.cs.thomson.com 2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to...…
December 2, 2011
Office Tools Professional — Client Portal
888-667-8440 www.OfficeToolsPro.com 2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential...…
December 2, 2011
ShareFile – ShareFile for Accountants
800-441-3453 www.ShareFileCPA.com 2012 Overall Rating 4.5 Best Fit Accounting practices wanting a simple, yet secure method of sharing files with clients and allowing them to upload files to the firm. Strengths Firm branding and the ability to place a login field on firm website Sharing of files two ways between client and firm Multiple...…
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
