State CPA Societies September 14, 2026
The New Jersey Society of Certified Public Accountants (NJCPA) has launched its seventeenth food drive to benefit the Community FoodBank of New Jersey (CFBNJ). Organized by the NJCPA’s Emerging Leaders Council, the food drive runs until Nov. 16. Financial donations can be made online at njcpa.org/fooddrive directly with the NJCPA or at any of the...…
September 14, 2026
September 14, 2026
September 13, 2026
February 26, 2019
5084 Fran Distributing Company caught the continuous “Self-Improvement” bug when some tools they were introduced to for monitoring inventory added efficiency and more profit to their operation (see my August column at www.CPATechViews.com/go/2916). The results were impressive: dramatic reductions of expired inventory, a drop in shipping expenses by reducing the need for rush items and...…
February 26, 2019
4376 characters As with many technology initiatives, implementing a document management system requires a supporting cast of characters to help make the solution complete. So we thought it would be helpful to identify a few of the accessories that can help you optimize the deployment of your DMS. You should visit these vendor’s websites to...…
February 26, 2019
Company Overview CCH Small Firm Services (SFS) provides market-leading tax and accounting research, software and workflow tools to 45,000 professional firms and tax assistance sites in 72,000 locations. Along with CCH, SFS is part of Wolters Kluwer Tax and Accounting, an international leader in tax, accounting and audit solutions. Our ATX and TaxWise programs are...…
February 26, 2019
Company Overview XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. XCM is also a key component of CPA2Biz’s Trusted Business Advisor Solutions cloud computing platform....…
February 26, 2019
Company Overview CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs. CPA2Biz is the exclusive marketing arm for AICPA products and services — including publications, webcasts, conferences, continuing professional education and member benefits programs — for CPAs and financial professionals nationwide. www.cpa2biz.com is the leading...…
February 26, 2019
8521 characters When I start to think about where this concept of workflow software originates, it reminds me of the debate between creationism and evolution theory: When and where did it all start? Unlike DOS, Windows, iPhones, etc., for which we can pretty easily trace the roots of their origins, the source of workflow software...…
February 26, 2019
5797 characters Workflow, document management and portals are the accounting profession’s buzzwords of the year. Well, the past few years actually. Everyone’s talking about them, but many still don’t truly understand how they affect their firm. When it comes to these topics, the question I hear most often is this: “Are these items independent...…
February 26, 2019
I’m often asked what technology solutions I use in my practice. There are so many, and I understand that technology can by overwhelming. In this month’s column, I will discuss all the tools I use in my practice, both on the road and in the office, as CEO of RootWorks, and as Executive Editor of...…
February 26, 2019
Root1210.doc — 3392 All too often, we hear that the accounting profession is slow to change. It is true that some accountants are set in their ways … resistant to change from traditional modes of operation to a new way of doing business. Others have been labeled technology laggards. These observations aren’t completely off course....…
February 26, 2019
Born in the Cloud We’re here to help small and midsize businesses just like yours harness the power of the cloud to improve workforce management and mitigate compliance risk so you can grow and succeed. We’re proud of the software we develop and how we help our customers achieve their goals by decreasing their labor...…
February 26, 2019
Organize your tax documents into a searchable, bookmarked PDF the same way-every time!