Latest Articles

October 21, 2019 

Presentations during this year’s Institute will cover the most advanced tax issues, offering participants a clear understanding of the key issues affecting their clients or businesses, and presenting planning ideas that can immediately be used in ...

October 21, 2019 

A key feature of this year’s campaign is an online hub where charity professionals and counter-fraud experts can discuss and share ideas through a series of live interactive webinars, help sheets and case studies.

October 21, 2019 

The accounting and business advisory firm Friedman LLP has opened a new location in Los Angeles and relocated its New Jersey office. The firm has locations throughout the U.S., as well as in Beijing and Shanghai, China.

October 7, 2019 

Accounting and tax professionals have an opportunity to earn up to 10 hours of continuing professional education at no cost on Thursday, December 12, 2019, as CPA Practice Advisor once again presents its annual free live-streaming conference, ...

Isaac M. O'Bannon

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 

In your life, you probably use a great number of experts for your personal affairs, the people with whom you make appointments. You have a doctor, certainly, and a dentist. Maybe you have some other medical professionals as well depending on your or your family’s health situation. You probably have a family lawyer, a hairdresser/barber,...…

Gail Perry