Latest Articles

December 18, 2017 

iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.

Mary Girsch-Bock

December 18, 2017 

Completely cloud-based, Onvio Documents offers a mobile app that supports both iOS and Android devices. The mobile app offers the same functionality as the online application, and using the mobile app, users can snap a photo of source documents or ...

Mary Girsch-Bock

December 18, 2017 

For accounting firms that process a high number of transactions monthly for their clients, data entry can be time-consuming. But ScanWriter from Personable eliminates the need for data entry, automating the process entirely.

Mary Girsch-Bock

December 18, 2017 

Both CCH Axcess Document and ProSystem fx Document are well suited for accounting firms of any size that are currently using other CCH Axcess applications. Both products can be used as stand-alone applications as well.

Mary Girsch-Bock

December 18, 2017 

PSIsafe offers both on premise as well as cloud deployment options, and is best suited for mid-sized to large businesses. A mobile app is also available that is compatible with both iOS and Android devices.

Mary Girsch-Bock

December 18, 2017 

As you wrap up another successful year, you may be reflecting on the best techniques and tools you can use to manage your firm. While people and their skills are your most important asset, you can help your team by providing the right technology tools. It

Randy Johnston

December 18, 2017 

The NAC serves as a standing resource for the FASB. Its role is to obtain input from the not-for-profit sector on existing financial reporting guidance, current and proposed technical agenda projects, and longer term or pervasive financial reporting ...

December 18, 2017 

Investing in a franchise is a major decision. While on the one hand you’re buying into a proven model, you have no evidence it will work in your town or in the location you choose. We spoke with Joel Libava, The Franchise King, who wrote ...

December 18, 2017 

This past July, Neat made an official announcement that it had completed its exit from the scanner market and announced a hardware certification program that would ensure its popular software app would continue to be available to consumers that use a ...

December 18, 2017 

The No. 2 blunder, respondents reported, is failing to keep in touch or reaching out only when they need something (23%).

December 18, 2017 

While there are clear benefits, cloud-enabled accounting solutions have greatly reduced or eliminated the need to interact directly with clients. Gone are the days of visiting client sites to help them process paper checks, or receive their paper records.

December 18, 2017 

Many valuation firms try to identify prospects by networking and cultivating referrals from past clients. But research by consultant CEB, now part of research firm Gartner Inc., shows that most small business owners research a new product or service ...