Latest Articles

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

October 17, 2019 

Held in New York City last month, the inaugural meeting of the Global Audit Advisory Board served as the perfect platform to bring together leading global audit practitioners, thought leaders and Wolters Kluwer experts to exchange insights about the ...

October 17, 2019 

In other words, Halloween is a serious time for business, despite the sweet, whimsical, or haunting artifacts on the shelves. Every sale of a pointy black hat or bag of candy matters — as does getting the tax right on those sales.In other words, ...

October 17, 2019 

For years, every other Friday, when paychecks were disbursed, co-workers would line up outside my office, thankfully not for me, but for our staff payroll person, whose office was down the hall from mine. It never failed, not a payday went by without ...

Mary Girsch-Bock

October 17, 2019 

1099 Forms Filer/Payroll (AMS Payroll) from Advanced Micro Solutions is an add-on module that is designed to be used with W-2/1099 Forms Filer. The product can also be used with other AMS applications, but cannot be used as a stand-alone payroll ...

Mary Girsch-Bock

October 17, 2019 

CheckMark Payroll is part of CheckMark’s suite of accounting and payroll applications that are offered to both U.S. and Canadian businesses. Working on both Windows and Mac operating systems, CheckMark Payroll is an on-premise payroll application ...

Mary Girsch-Bock