Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
October 20, 2017
Which Cities Are Best for Trick or Treaters?
Every October Zillow identifies the best cities and neighborhoods for trick-or-treaters looking to score the most candy in the least amount of time. Zillow economists ranked cities based on home values, the share of population under 10 years old and ...
October 20, 2017
The Most Overlooked Tax Deduction by Real Estate Owners
The IRS has provided real estate owners with a juicy tax deduction. The de minimis safe harbor election is an annual tax return election that permits a taxpayer to deduct, as ordinary and necessary business expenses, purchases of items that would normally have to be capitalized. Yet this advantageous election is often overlooked by taxpayers....…
October 20, 2017
2017 Review of Citrix ShareFile
Citrix ShareFile works well with both accounting firms and other businesses that are looking for a secure way to share files. ShareFile also includes excellent document storage capability.
October 20, 2017
2017 Review of CCH Axcess Portal
CCH Axcess Portal is suitable for firms of any size. The product can be used as a stand-alone portal solution, or integrated with other CCH applications for greater functionality and a more integrated solution.
October 20, 2017
2017 Review of Accounting Firm Portals
Wouldn’t it be great to simply retrieve client documents in the portal, process their tax returns, upload the return to the portal for the client to access and sign, and simply efile the signed return? Wouldn’t it be great to have a repository of ...
October 20, 2017
2017 Review of Xcentric
Xcentric is designed specifically for CPA firms and is well suited to firms of all sizes that are interested in having a variety of tax and related programs hosted. Xcentric is scalable, with three versions of the product available, so users can easily...
October 20, 2017
2017 Review of NetClient CS Portals
NetClient CS Portals are part of the CS Professional Suite from Thomson Reuters. NetClient CS Portals is a good fit for accounting firms of any size that are using or planning to use other Thomson Reuters applications.
October 20, 2017
2017 Review of Right Networks Hosting
Right Networks Hosting is a good fit for CPA firms, accounting firms, and small businesses that are interested in having QuickBooks and other applications hosted on the cloud. Right Networks Hosting is scalable, with three versions of the product availabl
October 20, 2017
2017 Review of InsynQ Cloud Hosting / CPAASP
InsynQ is well suited for small to mid-sized accounting firms that are looking for QuickBooks hosting capability, as well as the ability to host tax and related programs. CPAASP is the accounting solutions branch of InsynQ, which offers hosting for a ...
October 20, 2017
2017 Review of SmartVault
SmartVault is available in three versions, with all versions offering document management, custom branding, automatic file check in and check out, full text search capability, and an activity log. Email notification is also available, with users ...
October 20, 2017
2017 Review of AccountantsWorld Cloud Cabinet
AccountantsWorld solutions provide a number of portals that make it easy to share documents and information with clients and client employees.
October 20, 2017
2017 Review of Cloudvara
Cloudvara is best suited for small businesses and accounting firms that only have a few applications that they wish to have hosted. Though Cloudvara specializes in QuickBooks hosting, it also offers legal, accounting, and tax software hosting as well.