Building Strategy: How Worklow, Document Management and Portals Work Together

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...…

 Tools of the Trade: The iPad and Other Wonders of Technology – 5227

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...…

 It’s Time to Celebrate Your Successes

February 26, 2019 

It’s Time to Celebrate Your Successes

Root1210.doc — 3392 All too often, we hear that the accounting profession is slow to change. It is true that some accountants are set in their ways … resistant to change from traditional modes of operation to a new way of doing business. Others have been labeled technology laggards. These observations aren’t completely off course....…

 APS OnLine

February 26, 2019 

APS OnLine

Born in the Cloud We’re here to help small and midsize businesses just like yours harness the power of the cloud to improve workforce management and mitigate compliance risk so you can grow and succeed. We’re proud of the software we develop and how we help our customers achieve their goals by decreasing their labor...…

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February 26, 2019 

Gruntworx Organize

Organize your tax documents into a searchable, bookmarked PDF the same way-every time!