Latest Articles

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November 17, 2016 

2016 Review of Right Networks Hosting

Right Networks easily hosts both QuickBooks as well as numerous applications. Multiple QuickBooks versions are supported by the product, and users can use additional versions of QuickBooks at no additional charge. All data is securely encrypted ...

Mary Girsch-Bock

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November 17, 2016 

Year-End Payroll and Tax Reporting Tips

As the end of 2016 inches near, there are many things that employers or their financial service providers must do to stay in compliance with state and federal reporting regulations. These tips serve as a reminder, and can also help streamline ...

Isaac M. O'Bannon

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November 17, 2016 

2016 Review of Wolters Kluwer CCH Axcess Portal

CCH Axcess Portal contains bi-directional capability, making it easy to both send and receive files. The product supports a variety of file types, including Web Pages, Word documents, Excel files, PDF’s, PowerPoint presentations, and hyperlinks, as ...

Mary Girsch-Bock

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November 17, 2016 

2016 Review of Client Portals for Accounting Firms

Although accounting firms have typically used email to send files to their clients, stricter confidentiality requirements and difficulty in transmitting large files have made email usage difficult, if not impossible in most situations. Portals offer a ...

Mary Girsch-Bock

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November 17, 2016 

Apps We Love – Tech for the Holidays!

It’s holiday season, and whether you are celebrating family, religion, tradition, or just counting on some time off before busy season, these apps will help you through the days ahead. Get organized, plan menus, stay on top of your gift giving ...

Gail Perry

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November 17, 2016 

What is Your Purpose?

How much better do you feel when you have set a goal and can see that goal being accomplished, as opposed going through the motions of trudging to work, sitting at a desk, moving papers around, entering numbers on screens, footing and checking ...

Gail Perry

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November 17, 2016 

2016 Review of SmartVault

A great solution for firms using QuickBooks, SmartVault offers both bi-direction portal capability as well as complete document storage capability. A QuickBooks plug-in is available that allows users to scan a document into the system and sync the ...

Mary Girsch-Bock

 How Accountants and Tax Pros Can Survive and Thrive During Busy Season

November 16, 2016 

How Accountants and Tax Pros Can Survive and Thrive During Busy Season

Part One: Silver Bells, Silver Bells… When the air starts to snap and the dulcet(ish?) tones of holiday music fill the mall, you’re not thinking about turkeys and wrapping paper. You’re an accountant. For you, the holidays mean just one thing: busy season is around the corner. Don’t worry. You’ll survive. You always do. But...…