Firm Management June 17, 2026
Designing Your Ideal Accounting Firm Starts With One Question: What’s Actually Holding You Back?
Here are five steps firm owners can take to start building the accounting firm they actually want to run.
August 18, 2016
2016 Review of Doc.It Suite
Doc.It offers users both on-premise installation, as well as a cloud-based product that can be hosted by third parties. Along with flexible deployment options, Doc-It offers mobile integration, so users can access the product remotely using a laptop, ...
August 18, 2016
2016 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet, part of AccountantsWorld Power Practice suite of products, offers users an easily navigated, completely cloud-based document storage/management system. Cloud Cabinet is completely cloud-based, Cloud Cabinet allows firms to store and ...
August 18, 2016
2016 Review of SmartVault Document Storage
SmartVault is an online document storage application that also offers a secure portal feature for file sharing. The SmartVault Dashboard is where all activity is initiated from, and the interface offers quick access to system functions such as Clients ...
August 18, 2016
2016 Review of OfficeTools Workspace Document Management System
A complete practice management and document management system, users can access the document management system by simply clicking on Documents on the main user interface screen. Once a user chooses the document option, the screen is populated with a ...
August 18, 2016
2016 Review of CCH Axcess Document & CCH ProSystem fx Document
CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. Both products offer similar functionality, with the main variable being that ProSystem fx is deployed on-premise ...
August 18, 2016
2016 Review of Conarc iChannel Document Management
iChannel from Conarc is a web-based information management system that is designed for a variety of industries, including CPA firms, Insurance, Health Care, Real Estate, and Schools. Much more than a document management system, iChannel also offers ...
August 18, 2016
Beware Back to School Tax Scams
The IRS will never call to demand payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail you a bill if you owe any taxes. The will not contact you by email, either.
August 18, 2016
Back to School Tax Tips for 2016
As the final weeks of summer tick away, back-to-school sales are ramping up and it's time to think about getting those kids back in the classroom. It's also a good time to think about a variety of tax breaks and deductions available for qualifying ...
August 18, 2016
Economy Ranks as Top Election Issue for Small Biz Owners
After the economy, the other issues cited by small business owners as most important follow in order as health care reform (10%), tax reform (9%), jobs and employment (6%), and immigration (6%).
August 18, 2016
Clinton Refines Tax Proposal, Focuses on Closing Loopholes
Clinton also favors an expanded credit for child care expenses, although not quite as expansive as the proposals made by Trump. She also expects to hold the line on tax increases for the vast majority of Americans. There was no mention in her speech ...
August 18, 2016
Apps We Love – Time Killers
You’ve got five minutes to spare and your phone in your hand – how do you use your time? We asked members of the CPA Practice Advisor community to share their favorite time-kill apps and this is what we learned.
August 18, 2016
Report Shows Banks Unprepared for New FATCA, CRS, CDOT Regs
The research, conducted by Aberdeen Group and commissioned by Sovos Compliance, a global leader in business-to-government tax, compliance and reporting software, is based on responses from leaders at 100 top financial institutions, which are ...