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
IRS Form 1099-K Software
1099 FIRE tax form software Is the integrated e-filing service provider to the IRS department. In our software we have many modules for filing various returns. As far as the third party payment is concerned we have the Fire 1099 K software to register such point of sale transaction. These POS may be a debit...…
February 26, 2019
IRS Form 1099-LTC Software
1099 FIRE is the excellent software to file e-returns with IRS department. The long term care (LTC) and the accelerate death benefits can be filed here. These are the insurance products mostly. The module FIRE 1099 LTC is the provision made for such registry. One can enter or upload the required data here and submit...…
February 26, 2019
Client Specialty with a Bite
7511 characters Many professional accounting practices have developed client specialties, especially in common vertical markets such as construction, agriculture, hospitality, retail, technology and medical practices. Becoming familiar and an expert with the specific accounting and regulatory needs of a particular type of client adds great value to the practice, because it offers a powerful edge...…
February 26, 2019
Are You In Touch With Your Inventory?
6998 characters Fran Distributing Company saw the economic downturn strike home in the fall of 2009: Cash reserve hit near bottom, reports continued to show orders were down and CEO Fran Rodgers got a letter from the bank stating that it was reducing their credit line by half. It was always a point of pride...…
February 26, 2019
Are Your Clients Connecting Inventory & Customer Loyalty?
5084 Fran Distributing Company caught the continuous “Self-Improvement” bug when some tools they were introduced to for monitoring inventory added efficiency and more profit to their operation (see my August column at www.CPATechViews.com/go/2916). The results were impressive: dramatic reductions of expired inventory, a drop in shipping expenses by reducing the need for rush items and...…
February 26, 2019
Accessorize Your DMS
4376 characters As with many technology initiatives, implementing a document management system requires a supporting cast of characters to help make the solution complete. So we thought it would be helpful to identify a few of the accessories that can help you optimize the deployment of your DMS. You should visit these vendor’s websites to...…
February 26, 2019
CCH SFS 2010 Who’s Who
Company Overview CCH Small Firm Services (SFS) provides market-leading tax and accounting research, software and workflow tools to 45,000 professional firms and tax assistance sites in 72,000 locations. Along with CCH, SFS is part of Wolters Kluwer Tax and Accounting, an international leader in tax, accounting and audit solutions. Our ATX and TaxWise programs are...…
February 26, 2019
XCM 2010 Who’s Who
Company Overview XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. XCM is also a key component of CPA2Biz’s Trusted Business Advisor Solutions cloud computing platform....…
February 26, 2019
CPA2Biz 2010 Who’s Who
Company Overview CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs. CPA2Biz is the exclusive marketing arm for AICPA products and services — including publications, webcasts, conferences, continuing professional education and member benefits programs — for CPAs and financial professionals nationwide. www.cpa2biz.com is the leading...…
February 26, 2019
Workflow Software: What’s it all about?
8521 characters When I start to think about where this concept of workflow software originates, it reminds me of the debate between creationism and evolution theory: When and where did it all start? Unlike DOS, Windows, iPhones, etc., for which we can pretty easily trace the roots of their origins, the source of workflow software...…
February 26, 2019
Building Strategy: How Worklow, Document Management and Portals Work Together
5797 characters Workflow, document management and portals are the accounting profession’s buzzwords of the year. Well, the past few years actually. Everyone’s talking about them, but many still don’t truly understand how they affect their firm. When it comes to these topics, the question I hear most often is this: “Are these items independent...…
February 26, 2019
Tools of the Trade: The iPad and Other Wonders of Technology – 5227
I’m often asked what technology solutions I use in my practice. There are so many, and I understand that technology can by overwhelming. In this month’s column, I will discuss all the tools I use in my practice, both on the road and in the office, as CEO of RootWorks, and as Executive Editor of...…