Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
August 27, 2018
Steven Bong – 2018 20 Under 40 Vendor Superstar
Steven Bong CEO, AuditFileWalnut Creek, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: In 2011, my brother and I decided to start a company in our parents’ dining room while we were both still in the college. That small startup idea became AuditFile, the first and only commercially available, cloud-based auditing solution for CPAs and internal auditors. Our...…
August 27, 2018
Jordan Kleinsmith, PMC-IV – 2018 20 Under 40 Vendor Superstar
Jordan Kleinsmith, PMC-IV Pragmatic Marketing Certified for Product Management Director of Innovation,Thomson ReutersAnn Arbor, MIhttp://tax.tr.com Social Media: Twitter: @JK_at_TR LinkedIn: www.linkedin.com/in/jordankleinsmith Career Highlights: Grew Thomson Reuters’ hugely successful UltraTax CS and GoSystem Tax RS product lines during six years as Product Manager of Tax Helped establish many of the best practices which govern Product Management methods...…
August 27, 2018
Tim Jipping, CPA, CGMA – 2018 40 Under 40 Honoree
Tim Jipping, CPA, CGMA Sr. Manager, Plante MoranChicago, ILwww.PlanteMoran.com The Journey View Podcastwww.buzzsprout.com/191092 Social Media: Twitter: @timjipping Linkedin: timjipping Instagram: timjipping Professional Associations/Memberships: AICPA, ICPAS – have served in a few different roles over the year, no current positions. Career Highlights: I have over 12 years in the accounting profession, most of which has been...…
August 27, 2018
Michael Elliott, CPA – 2018 40 Under 40 Honoree
Michael Elliott, CPA Managing Principal,DittrickCPA, Camp & Park AccountingBurton, OH www.dittrickcpa.com | www.campandparkaccounting.com Twitter: @GeaugaCPA Professional Associations/Memberships: AICPA PCPS Executive Committee Board Member, AICPA Governing Council, AICPA Past Chair Young Member Leadership Committee, AICPA Past Chair EDGE Conference, AICPA Co-Founder PCPS Young Member Firm Networking Group Ohio Society of CPAs Member Board of Directors Career...…
August 27, 2018
Sarah Bradley, CPA – 2018 40 Under 40 Honoree
Sarah Bradley, CPA Senior Manager, Personal Financial PlanningAICPADurham, NCwww.aicpa.org/pfp Twitter: @SBradleyCPA Professional Associations/Memberships: AICPA North Carolina Association of Certified Public Accountants American Accounting Association American Taxation Association Career Highlights: With inspiration from and through collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting the profession in...…
August 27, 2018
2018 Review of ATX – Wolters Kluwer Tax & Accounting
ATX from Wolters Kluwer Tax & Accounting is a tax compliance application best suited for small firms that file simple to complex returns. ATX also offers extensive tax law research capability that is designed to integrate with the core system.
August 27, 2018
2018 Review of CCH ProSystem fx Tax
CCH ProSystem fx Tax from Wolters Kluwer Tax & Accounting is part of the CCH ProSystem fx Suite. Designed as an on-premise solution, CCH ProSystem fx Tax can be installed on desktop and network systems. Well-suited for accounting firms of all sizes ...
August 27, 2018
2018 Review of TaxWise – Wolters Kluwer Tax & Accounting
TaxWise from Wolters Kluwer Tax & Accounting is best suited for small to mid-sized firms. TaxWise is scalable, with a version available for firms that process a limited number of returns as well as for those processing numerous individual and business ...
August 27, 2018
2018 Review of CCH Axcess Tax
CCH Axcess Tax from Wolters Kluwer Tax & Accounting is best suited mid-sized and larger full-service firms, as well as corporate tax offices that prepare more complicated tax returns. Completely cloud-based, CCH Axcess Tax is a modular system, and ...
August 27, 2018
2018 Review of MyTAXPrepOffice
One of the best features of MyTAXPrepOffice is the colorful, fully customizable user dashboard that displays return data, a to-do list, a summary of e-filed returns and a list of rejected returns, with users able to choose the information that ...
August 27, 2018
2018 Review of Bloomberg Tax 706 Preparer
Bloomberg Tax offers a variety of tools and resources designed for tax professionals that need to process estate and gift tax returns for their high-net worth clients. Bloomberg Tax currently offers two applications; Estate and Gift Tax 706 Preparer ...
August 27, 2018
2018 Review of TaxCaddy from SurePrep
TaxCaddy from SurePrep is designed to simplify the collection of necessary tax documents. CPAs can simply invite their clients to set up a free account on TaxCaddy. The client account is not perpetually linked to the CPA firm, instead the client owns ...