Mary Girsch-Bock

November 11, 2019 

Professionals on the Move is a roundup of recent staffing and leadership changes at firms across the country.

Mary Girsch-Bock

October 18, 2019 

Web portals can drastically reduce the time it takes to obtain documents from clients. Instead of waiting until a client faxes in or emails a document, firms can provide their clients with a list of documents required, which the client, in turn, can ...

Mary Girsch-Bock

October 18, 2019 

Designed for accounting professionals, CCH Axcess Portal is a module in the CCH Axcess cloud software solution from Wolters Kluwer. CCH Axcess Portal can be used as a stand-alone portal, or used in conjunction with other CCH Axcess modules for a more ...

Mary Girsch-Bock

October 18, 2019 

ImagineShare is a new client portal now offered by ImagineTime, a comprehensive Practice Management suite of applications well suited for both the accounting and the legal profession. In addition to ImagineShare, ImagineTime also includes time and ...

Mary Girsch-Bock

October 18, 2019 

SmartVault offers branded client portals, along with online document storage and secure file sharing capability. Best suited for small to mid-sized businesses and accounting firms. SmartVault is particularly well suited for firms using QuickBooks ...

Mary Girsch-Bock

October 18, 2019 

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share documents with clients or customers. Along with file sharing capability, Citrix ShareFile also includes document ...

Mary Girsch-Bock

October 18, 2019 

NetClient CS Portals Thomson Reuters 800-968-8900 http://cs.thomsonreuters.com From the 2019 reviews of client portal systems for accounting firms. NetClient CS Portals is part of CS Professional Suite from Thomson Reuters. Designed to be used with other CS Professional Suite applications, NetClient CS Portals is a good fit for accounting firms of any size. NetClient CS...…

Mary Girsch-Bock

October 18, 2019 

Cloud Cabinet from AccountantsWorld offers both document management capability as well as client portals. Well suited for small to mid-sized accounting firms, Cloud Cabinet can be used as a stand-alone document management and portal solution ...

Mary Girsch-Bock

October 17, 2019 

For years, every other Friday, when paychecks were disbursed, co-workers would line up outside my office, thankfully not for me, but for our staff payroll person, whose office was down the hall from mine. It never failed, not a payday went by without ...

Mary Girsch-Bock

October 17, 2019 

1099 Forms Filer/Payroll (AMS Payroll) from Advanced Micro Solutions is an add-on module that is designed to be used with W-2/1099 Forms Filer. The product can also be used with other AMS applications, but cannot be used as a stand-alone payroll ...

Mary Girsch-Bock

October 17, 2019 

CheckMark Payroll is part of CheckMark’s suite of accounting and payroll applications that are offered to both U.S. and Canadian businesses. Working on both Windows and Mac operating systems, CheckMark Payroll is an on-premise payroll application ...

Mary Girsch-Bock

October 17, 2019 

Designed for accounting professionals that wish to offer payroll services to clients, Crest Payroll offers a fixed monthly fee for each client that averages out to around $1.25 to $1.75 per employee, per month, based on the features subscribed to.

Mary Girsch-Bock