Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
December 17, 2018
December 2018 Firm Management Channel
Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning. Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow. Evidence of this is the following: A 60 year-old sole practitioner wants to...…
December 17, 2018
December 2018 Tax & Compliance Channel
No More Deductions for Work Expenses & Mileage By Ken Berry, J.D., CPA Practice Advisor Tax Correspondent Notably, the new Tax Cuts and Jobs Act (TCJA) scales back deductions for certain itemized deductions, including state and local tax (SALT) payments and mortgage interest. But another lesser-noticed crackdown may be just as significant. Effective for 2018...…
December 17, 2018
December 2018 Accounting & Audit Channel
Top 5 Skills Modern Accountants Need in 2019 Kurt Avarell, Founder & CEO, Canopy To achieve success, accountants must understand the importance of investing in themselves. This means building up their skills beyond crunching numbers and preparing tax returns. It’s important for modern accountants to improve valuable skills and build on their strengths in areas...…
December 17, 2018
December 2018 Small Business Channel
How Businesses Can Combine Data and Systems Into a Winning Strategy By Greta Guest Most managers want to base their business decisions on solid information, but that’s not always easy. It can be challenging to figure out exactly what data you should compile and how you can best use it. Michigan Ross Professors Gwen Yu...…
December 17, 2018
Boomer Consulting, Inc., Announces Leadership Changes
Boomer Consulting, Inc. has announced important leadership changes. Arianna Campbell, Lean Six Sigma Black Belt, has been named Director and will lead Boomer Consulting’s Lean Six Sigma process improvement practice.
December 14, 2018
2018 Review of Drake Documents
Drake DocumentsDrake Softwarewww.drakesoftware.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Drake Documents, part of Drake Tax is best suited for small to mid-sized accounting firms that use Drake Tax or plan to do so in the future. Part of Drake Software’s suite of applications, Drake Documents is not sold...…
December 14, 2018
2018 Review of PSIsafe
PSIsafePsigenwww.psigen.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. After acquiring both Cabinet SAFE and Cabinet SAFE Cloud in early 2017, Psigen totally rebranded the products, introducing PSIsafe in early 2017. PSIsafe offers excellent document management capability and is best suited for mid-sized to large accounting firms, as well as...…
December 14, 2018
2018 Review of Document Management and Document Storage Systems
Office workers on average, spend more than six hours each week looking for misplaced documents. Improperly managing documents not only is frustrating for everyone, it’s now estimated that nearly $2.5 million per year is wasted looking for ...
December 14, 2018
2018 Review of CCH Axcess Document
CCH Axcess Documentwww.cchgroup.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. CCH Axcess Document from Wolters Kluwer is a good fit for accounting firms of any size. Optimally used with other CCH Axcess applications, CCH Axcess Document can be used as a stand-alone document management solution as well. CCH Axcess...…
December 14, 2018
2018 Review of Office Tools Workspace
Office Tools Workspace Document Management System www.officetools.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Purchased in 2017 by AbacusNext, Office Tools Workspace Document Management System (DMS) is part of Office Tools Workspace, a practice management solution designed for accounting professionals. Office Tools Workspace DMS is well suited for small...…
December 14, 2018
2018 Review of CCH ProSystem fx Document
CCH ProSystem fx DocumentWolters Kluwerwww.cchgroup.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. CCH ProSystem fx Document from Wolters Kluwer is a good fit for accounting firms of any size. Designed to be used with other programs in the CCH ProSystem fx Suite, the product can also be used as a stand-alone...…
December 14, 2018
2018 Review of iChannel by Conarc
iChannelConarcwww.conarc.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. iChannel from Conarc is well suited for a variety of businesses including accounting and legal firms, construction companies, contractors, and commercial real estate. iChannel is a robust document management application that can be installed onsite on a desktop or server, or...…