Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
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February 19, 2020
Accelo www.accelo.com From the 2020 reviews of CRM systems for accounting firms. Accelo offers a variety of applications designed for numerous niche markets including accounting firms. Completely online, Accelo allows accounting firms to easily manage all of their business operations using a single, unified platform. Not just a CRM, Accelo includes complete database management as...…
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February 19, 2020
Today, many accounting firms have ramped up marketing programs for their firm, including a more prominent social media presence, more aggressive direct mail advertising, and increased email marketing campaigns hoping to drive new business to their firm.
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February 19, 2020
ResultsCRM Abacus Next www.abacusnext.com/software/CRM/results From the 2020 reviews of CRM systems for accounting firms. Designed for small businesses and accounting firms that use QuickBooks Desktop or QuickBooks Online applications, ResultsCRM offers complete bi-directional CRM capability between the application and QuickBooks Online, QuickBooks Desktop, and Microsoft Outlook, eliminating the need to enter data twice. ResultsCRM is...…
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February 19, 2020
Insightly CRM www.insightly.com From the 2020 reviews of CRM systems for accounting firms. Insightly CRM from Insightly offers complete CRM capability designed for both product sales as well as service businesses. Insightly CRM is an online application that offers easy navigation. A mobile app is also available for both iOS and Android devices, offering features...…
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February 19, 2020
While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.
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February 19, 2020
Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…
February 17, 2020
Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.
December 18, 2019
CCH Site Builder Wolters Kluwer www.cchwebsites.com 800-739-9998 From the 2019 reviews of website building systems for accounting firms. CCH® Site Builder from Wolters Kluwer is well-suited for small to mid-sized accounting firms that ideally use other Wolters Kluwer applications; however, the program can also be used as a standalone website building tool. Designed for user...…
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December 18, 2019
CountingWorks Pro ClientWhys 800-442-2477 www.CountingWorksPro.com From the 2019 reviews of website building systems for accounting firms. Previously available as ClientWhys, CountingWorks Pro offers a variety of marketing tools designed for tax and accounting firms of all sizes. Along with custom website creation, CountingWorks Pro offers application users a variety of options for their custom created...…
December 18, 2019
Web Builder CS Thomson Reuters https://cs.thomsonreuters.com/web-builder 800-968-8900 From the 2019 reviews of website building systems for accounting firms. Web Builder CS from Thomson Reuters is a good fit for accounting firms of any size that use other Thomson Reuters applications, though it can be used as a stand-alone application if desired. Web Builder CS is...…
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December 18, 2019
Integer Tenenz www.getinteger.com From the 2019 reviews of website building systems for accounting firms. Integer from Tenenz offers good website design options for small to mid-sized accounting firms. The company’s emphasis on marketing can also be a handy resource for firms looking for marketing assistance. Integer currently offers four plans: Essentials, Marketing Starter, Marketing Pro,...…
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December 18, 2019
CPAsites www.CPAsites.com 866-452-9101 From the 2019 reviews of website building systems for accounting firms. CPAsites offers custom website design and setup. A good fit for accounting firms of any size, CPAsites offers four subscription levels: Platinum, Gold, Silver, and Bronze, making it affordable for just about any firm. All CPAsites websites are created from scratch....…
