Accounting April 29, 2026
Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.
April 17, 2026
April 29, 2026
April 29, 2026
February 26, 2019
Make your work life easier with Mostad Marketing Cloud. Mostad Marketing Cloud makes digital marketing easy—it’s hassle-free, automated, engaging and affordable. You’ll get everything you need to keep your clients engaged and your tax & accounting firm growing using one convenient online platform. We’ll automatically publish a firm branded monthly newsletter, weekly tax...…
February 26, 2019
TaxVid is a client video marketing service that provides easy-to-use firm-branded client videos. Your clients have questions and you have the answers with TaxVid. These 1-3 minute client videos explain different timely and relevant tax topics and are designed to help tax & accounting firms grow their firms. We host the videos so in minutes...…
February 26, 2019
A simple, easy-to-use, affordable, professional-caliber 1099 Software! Choose from two versions, depending on your needs: E-File or Print for Windows® and Mac®. Both versions handle 1099-MISC, 1099-INT, 1099-DIV, 1099-R and 1099-S forms. Both versions will save you money: print 1099-MISC or 1099-INT on blank paper or pre-printed forms and the other 1099 types on pre-printed...…
February 26, 2019
The safe, affordable and fast way to access all your applications and data in the cloud.Growth should not be limited by hardware or capital. With a Swizznet private cloud server, adding one or a hundred new users or applications is just a click away. Your Cloud Workspace on Swizznet works beyond physical constraints and scales...…
February 26, 2019
Unleash the Power of Cloud-Based Sage HostingSwizznet takes the power of your Sage ERP or Sage CRE software to the next level with unlimited, secure access from any computer or mobile device with zero-IT headaches. Our experience means we have you covered from A to SWIZZ. Swizznet is a Sage Certified Partner with extensive experience...…
February 26, 2019
4850 characters 800-621-6501www.cabinetng.com This is an example of a DMS solution that is designed horizontally for deployment in a variety of industry types, but the vendor focuses on the accounting firm market as a key niche. This review is on CNG-SAFE, the vendor’s enterprise DMS solution. They also offer CNG-Books, which is designed specifically to...…
February 26, 2019
3941 characters 888-790-7045 ext. 708 www.Acct1st.com The development team at Acct1st has been working hard to continue to move the application forward in its breadth of features and functions. Their signature pricing model of $1.00 per user per day remains intact as the product continues to mature. Acct1st is built for accounting and tax practices....…
February 26, 2019
3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…
February 26, 2019
Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…
February 26, 2019
888-693-6248 www.doc-it.net The Doc.It suite has evolved to a very mature solution as it approaches its 10-year anniversary, which is a lifetime when it comes to accounting-centric DMS solutions. Doc.It continues to be loyal to the concept of separating archived documents from work in process documents. The system treats the two types very differently, but...…
February 26, 2019
3569 characters 866-638-3627 www.netdocuments.com This product was launched in 1999 and has been primarily focused on law firms and financial services organizations. The vendor claims to be custodian for over 100 million documents. NetDocuments is beginning to target the accounting firm marketplace, with 20 firms currently using the system. There is no direct integration with...…
February 26, 2019
4221 characters 800-735-7749 www.docushare.xerox.com DocuShare is new to our DMS reviews this year. Xerox has developed this as a horizontal application to work in many different types of organizations. The focus is on small to mid-size businesses, although DocuShare also scales to accommodate larger organizations. It is a completely browser-based application developed in Java, which...…