Latest Articles

countingworks pro 2018 5bc8acc191724

October 17, 2018 

2018 Review of CountingWorks Pro

Previously offered to tax and accounting professionals under the name ClientWhys, this integrated suite of applications that provides marketing related tools and resources has recently rebranded itself as CountingWorks Pro. Along with custom website ...

Mary Girsch-Bock

 Tax Blotter Oct. 18, 2018: Conservation Easements

October 17, 2018 

Tax Blotter Oct. 18, 2018: Conservation Easements

The tax law permits the donor of a “conservation easement” to claim a charitable deduction for protecting or preserving land. Because these are “big-ticket items,” the IRS often challenges such deductions … and usually prevails in court.

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October 17, 2018 

New EIN Finder Tool Speeds Verification

The upgraded EIN Finder provides users with the ability to append and verify EIN data instantly. EIN Finder allows individuals to verify business identities or complete various tax forms (1099s, 1040, and 990s). Since the API can be connected to ...

MossAdams Logo PMS7722 pdf 1  5ba3fb2c6cbf4

October 17, 2018 

Moss Adams Acquires Albuquerque Accounting Firm BPW&C

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, will combine with BPW&C, an Albuquerque-based accounting firm. Effective Nov. 1, the 21 professionals at BPW&C will join Moss Adams, including one partner and two directors, growing the firm’s Albuquerque location to 90 people. “The addition of BPW&C’s talented staff...…

Cloudvara 5b953c38dce14

October 15, 2018 

2018 Review of Cloudvara

Cloudvara www.Cloudvara.com 855-601-2821 From the Oct. 2018 reviews of Cloud Hosting systems for accountants. Cloudvara is well suited for accounting and legal firms, as well as other types of businesses looking for QuickBooks and other application hosting capability. Cloudvara specializes in QuickBooks hosting and is an Authorized Standard QuickBooks Host. Legal, accounting, and tax software hosting...…

Mary Girsch-Bock

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October 15, 2018 

2018 Review of Citrix ShareFile

Citrix ShareFile 800-441-3456 www.sharefile.com From the 2018 reviews of client portal systems for accounting firms. Citrix ShareFile is a comprehensive application designed for businesses including accounting firms, of any size. Along with secure file sharing, ShareFile also offers cloud storage capability, secure email capability, and the ability to handle files of any size.   ShareFile is...…

Mary Girsch-Bock