Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
February 26, 2019
The Changing Face of Financial Reporting for Middle Market ERP — 6370
Income statements and balance sheets. These basics of financial reporting have been around for what seems like forever, so why change your tool for producing these now? That’s an easy question to answer, actually — new demands by business for better information and advances in technology make change possible. Consider the case of FRx, a...…
February 26, 2019
QuickBooks Data File Analysis With the Client Data Review Tool
9826 As you prepare for the coming tax season, now is a great time to look at the “health” of your clients’ QuickBooks files. At The Sleeter Group, we’ve always encouraged consultants to perform quarterly data file analysis engagements to make sure client-entered data is clean so the financial statements and business management reports are...…
February 26, 2019
Sage Expands Small Business Accounting Offering in United States
2955 I suspect the majority of you have never heard of the small business accounting application called Sage Simply Accounting (Simply). Next year will mark the 25th anniversary of this application. So why is it that so many have not heard of it? The application has primarily been promoted in the Canadian market, where it...…
February 26, 2019
CCH, a Wolters Kluwer business — ProSystem fx Engagement
Characters 6139 800-PFX-9998 www.CCHGroup.com CCH’s ProSystem fx Engagement is designed to be used as an integrated part of the vendor’s comprehensive suite of professional accounting, tax and practice management systems, providing advanced workflow tools, collaboration capabilities, automation of tasking, integration with external programs and strong oversight for audit managers. The system includes the core features...…
February 26, 2019
Audit Engagement Tools
Characters 8192 AuditConfirmations LLC www.auditconfirmations.com AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to electronically submit bank confirmations to any bank using the bank’s contact name and email address. The process works by having the auditor create an audit confirmation request, which...…
February 26, 2019
CaseWare International Inc. — CaseWare Working Papers
characters 6139 800-267-1317 www.caseware.com The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lockdowns and roll-forwards. The system includes full reporting options; integration with third-party accounting, tax, productivity and research tools; and is both GAAP and IFRS...…
February 26, 2019
CCH, a Wolters Kluwer business — ProSystem fx Fixed Assets
6486 800-PFX-9998 www.tax.cchgroup.com Designed for use by accounting and tax professionals, ProSystem fx Fixed Assets is a comprehensive tracking, management and reporting program that offers extensive depreciation calculation capabilities, projections, asset-life events and reporting. The program is part of the ProSystem fx Suite of professional applications, which includes integrated tax, write-up, trial balance, practice management,...…
February 26, 2019
Aqubanc, LLC
2352 800-350-4720 www.aqubanc.com Cheque 21 System from Aqubanc, LLC is a system designed to optimize gift and donation processing. Designed to work with multiple nonprofit software systems such as Raiser’s Edge, DonorPerfect, Sage Fundraising 50, PledgeMaker and others, Cheque 21 allows larger nonprofits to easily process a large influx of donations. Aqubanc, LLC was formed...…
February 26, 2019
CCH, a Wolters Kluwer business — ProSystem fx Trial Balance
characters 3017 800-PFX-9998 www.CCHGroup.com The ProSystem fx Trial Balance system can be used as a stand-alone trial balance program or used in conjunction with the ProSystem fx Suite of professional accounting and tax applications. The system offers import capabilities from most small and mid-sized business accounting programs, allowing users to easily work with data from...…
February 26, 2019
Engagement & Trial Balance: Do You Need A Standalone System?
EngTBIntro0710.doc — 4368 By Isaac M. O’Bannon, Technology Editor Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and engagement systems are just beginning, and the two types of systems very rarely...…
February 26, 2019
Rev Your Engines with Our Top Tune-up Tips
As I write this column, spring is upon us. And almost in sync with signs the economy is starting to improve, the blossoms are opening up. This season of rebirth is a signal to start revving your engines to take advantage of both these positive events. We can’t offer much help on the green thumb...…
February 26, 2019
Affect or Effect? It’s Your Choice
5851 characters One of the topics in this issue is innovation, and one thing I have learned about innovation is that it is easier and more successful when you are embracing change. Either you are affected by change or you can effect change. Every day, we have a choice, and my suggestion is to...…