Latest Articles

November 13, 2015 

A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.

November 12, 2015 

CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...

Mary Girsch-Bock

November 12, 2015 

AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...

Mary Girsch-Bock

November 12, 2015 

While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal

Mary Girsch-Bock

November 12, 2015 

This new product provides practitioners with all of the practice aids they need to perform their international audits effectively and confidently. Since these tools work with PPC’s SMART Practice Aids Audit Suite, the new solution is easily integrated int

November 12, 2015 

The Internal Revenue Service is reminding eligible employees that now is the time to begin planning to take full advantage of their employer’s health flexible spending arrangement (FSA) during 2016.

November 11, 2015 

Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...

Mary Girsch-Bock

November 11, 2015 

NetClient CS Portals, from Thomson Reuters, is a good fit for accounting firms using other applications from Thomson Reuters CS Suite, and is designed to offer clients easy access to invoices, payroll, and tax information.

Mary Girsch-Bock

November 11, 2015 

Citrix FileShare is designed to work with businesses of all kinds, including accounting firms. The product offers AES 256-bit encryption, and offers multiple data storage locations across the globe. Files can be easily uploaded and shared using the ...

Mary Girsch-Bock

November 11, 2015 

This practice tool is engineered to help practitioners maintain and grow their practices through the delivery of content that clients expect and appreciate from their accountant, tax and/or bookkeeping professional. The Marketing Resource Center ...

November 11, 2015 

As part of the ongoing battle between the AICPA and the IRS over the right to impose continuing education (CE) and other requirements on tax return preparers, an appellate court in our nation’s capital has overturned the district court’s decision ...

November 10, 2015 

A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...

Mary Girsch-Bock