Accounting Technology Lab Podcast February 6, 2026
Randy Johnston and Brian Tankersley recap their firsthand experience at Acumatica Summit 2026 in Seattle, framing it as a year of evolution rather than revolution for the cloud ERP platform.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
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February 20, 2020
Tallie Expense Report Software www.tallie.com 800-592-5144 From the 2020 Reviews of Expense Management Systems. Tallie is online expense report software that is designed for small to mid-sized businesses that need to manage business expenses. Tallie offers three plans: Basic Accounting, Cash Control, and Cloud ERP, with an option to add additional users available in each...…
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February 20, 2020
Zoho Expense Zoho One www.zoho.com From the 2020 Reviews of Expense Management Systems. Zoho Expense is part of Zoho One, a suite of applications that are designed for small to mid-sized businesses. Zoho Expense offers three plans levels: a Free Plan, which is a great fit for freelancers and sole proprietors; the Premium Plan which...…
February 20, 2020
It’s done. Utah is transforming the state’s sales tax system as part of a broader tax reform package. Upcoming changes include: Adding an additional excise tax on diesel fuel Adding sales tax to charges to access digital products and services Adding sales tax to motor fuel and special fuel other than diesel Broadening sales tax to...…
February 20, 2020
I’ve started working with my clients to help them develop 10-year personal finance plans for the new decade and have quickly found how few people really, seriously look that far ahead. And while 10 years isn’t a lifetime, it’s a good place to start ...
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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.
February 19, 2020
In creating the list, Forbes partnered with data analysis and market research firm Statista to survey more than 1,800 CPAs, enrolled agents, tax attorneys, accountants and CFOs from across the United States on both the tax/accounting firm and client ...
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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 19, 2020
The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank...…