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 1, 2017
Website Relief
This tax season, more prospects and clients will visit your website than your physical office. So it’s imperative that your website offers relevant information, engages visitors and delights existing customers.
October 1, 2017
Cloud Cabinet
Cloud Cabinet delivers two systems in one: a document management system for your firm, as well as free unlimited client portals where you can securely share documents with your clients.
October 1, 2017
ExpenseWatch Spend Management
Incorporating budget planning data into ExpenseWatch empowers you to make intelligent and informed decisions about spending before commitments are made, enabling true accountability. You can see exactly where you stand against your planned spending by ...
October 1, 2017
MIP Fund Accounting
Gain more time to focus on your cause. MIP Fund Accounting is a configurable fund accounting solution that allows you to report and track information that is most important to you, your board and your supporters. To help you deliver on your mission ...
October 1, 2017
Xcentric Cloud Hosted Solutions
Technology has reached a point where it is nearly impossible for a CPA firm to keep up with regulations, security, ease of use, and reliability while staying within a reasonable budget. This is where the Xcentric Cloud enters the picture to help ...
October 1, 2017
AvaTax Rates – Free Sales Tax Rate Lookup App
Look up sales tax rates for any location in the U.S for free at www.avataxrates.com. -- Look up rates by GPS or by street address. The graphical map interface shows tax jurisdictions overlaid on the map so that you can see precise boundaries.
October 1, 2017
myPay Solutions
The myPay Solutions app from Thomson Reuters allows the employees of myPay Solutions clients to perform a variety of the most common payroll activities in real time, right from their smartphones or other mobile devices. The app was created for users ...
October 1, 2017
CCH Axcess™ – At the Center of a Firm in Motion
Connect, collaborate and grow with CCH Axcess. The CCH Axcess™ app provides CCH Axcess customers with the ability to manage their work on the go. At its core is the firm’s common client database, which lets you access essential client information from ...
September 29, 2017
Navigating Account-Based Health Arrangements and Medical Expenses
Health FSAs and HRAs are plans under which employees can be reimbursed on a pre-tax basis for medical expenses that are not reimbursed by insurance or any other arrangement. Health plan copays, deductibles, eyeglasses, and orthodontia are common ...
September 29, 2017
FASB Proposes Changes to Lease Guidance on Land Easements
Land easements (also commonly referred to as rights of way) represent the right to use, access, or cross another entity’s land for a specified purpose. To address the diversity in practice that exists in how organizations currently account for land ...
September 29, 2017
Jim McGinnis Joins Wolters Kluwer
McGinnis will lead the Medium & Large firm segment within Tax and Accounting North America, tasked with overseeing the strategy for the business across sales, marketing, customer services and product management. He is also tasked with overseeing the ...
September 29, 2017
Fall 2017 ACAT Tax and Accounting Accreditation Exams Offered November 1-December 15, 2017
The exams are offered by the Accreditation Council for Accountancy and Taxation (ACAT) and the registration deadline is October 30, 2017. They are designed for accountants, tax preparers and students seeking to earn the Accredited Business ...