Latest Articles

March 13, 2015 

Cougar Mountain Software continues to provide software solutions for small to mid-sized businesses. The Denali Point of Sale product offers specialty retailers of any size a fully integrated front/back office solution.

Mary Girsch-Bock

March 13, 2015 

Command Retail, from Celerant Technology Corporation is comprehensive Point of Sale/Retail Management software. Ideally suited to larger retailers with more complex needs, this product is well suited to larger retailers with more technical needs.

Mary Girsch-Bock

March 13, 2015 

Zoho is a great solution for organizations that are serious about establishing a comprehensive process for tracking and managing all contact / client communications. The scope of features available with Zoho exceeds the needs of most organizations. Ideall

John Higgins

March 13, 2015 

AccuPOS is a stand-alone point of sale product optimally designed for the retail and restaurant industry. Designed to integrate with QuickBooks financial products, as well as all Sage accounting software products, AccuPOS offers numerous bundles of point

Mary Girsch-Bock

March 13, 2015 

Results CRM can fit very well in virtually any small business or accounting practice. If your organization uses QuickBooks, the integration is very deep and can really enhance your ability to maintain a good grip on all of your client or customer activity

John Higgins

March 13, 2015 

Office Tools Pro (OTP) is not just a CRM system; it is also a practice management, workflow and client portal solution. The nature of the OTP offering makes it a real good fit for firms ranging from sole practitioners to 50 user sites. OTP offers a ...

John Higgins

March 13, 2015 

Office 365 is a good fit for virtually any accounting or tax practice, regardless of size. Even if you already have a comprehensive practice management system, you will probably want to have this application in place. Most of our readers already ...

John Higgins

Technology March 13, 2015 

Of all the assets your business owns, your brand is one of the most valuable and the most elusive. Without a strong brand identity, your firm is like a wallflower at the prom, sitting in the margins without a story or a voice to tell it.

Chris Rund, Kristy Short, Ed.D.

March 13, 2015 

iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi

John Higgins

March 13, 2015 

Many consultants to the profession attend the annual Consumer Electronic Show (CES) to look for the latest gadget and gizmo for themselves and their clients. The 2015 version of the show did not have sufficient reporting on useful business tools for ...

Randy Johnston

March 13, 2015 

Tax notices may be sent for many reasons and are almost inevitable. Perhaps there was an error in filing, or your client was missing some documents. Maybe there was an issue on the IRS’ side. Whatever the case, it should be handled quickly and with care.

Taija Sparkman

March 13, 2015 

It’s the height of tax season and the Affordable Care Act is on everyone’s mind as they try to figure out what that means for their taxes. For many Intuit customers and their clients, there’s help.