Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
March 13, 2015
2015 Review of Results CRM
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
March 13, 2015
2015 Review of Office Tools Professional
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 ...
March 13, 2015
2015 Review of Microsoft Outlook 365
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 ...
Technology March 13, 2015
Understanding Your Firm’s Brand
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.
March 13, 2015
2015 Review of CCH iFirm – Small Firm Manager
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
March 13, 2015
Promising Accounting Technology from CES
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 ...
March 13, 2015
How to Respond to IRS Tax Notices
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.
March 13, 2015
Intuit Prepares Accountants for ACA Provisions
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.
March 13, 2015
Find a Little Extra Time for Your Clients, Even in the Middle of the Tax Season
It’s the middle of income tax season and the last thing on most practitioners’ minds is how to engage even more with even more clients. Not that you don’t want to. But with the usual chaos surrounding this the busy season, plus the added stress of new laws, courtesy of the Affordable Care Act, time...…
March 12, 2015
Manfacturers Facing Severe Labor Shortage
The research shows that 84 percent of manufacturing executives agree there is a talent shortage in US manufacturing, and this gap will be exacerbated by more than 2.7 million professionals exiting the manufacturing workforce through retirement over ...
March 12, 2015
New ABLE Accounts Offer Tax-Free Savings for Disabled Americans
An ABLE account will work pretty much like a Section 529 plan account for higher education expenses. In fact, the accounts are authorized by Section 529A of the tax code. After you establish the account and contribute to it, any earnings inside ...
March 12, 2015
Ohio CPA Society Offers New Micro-CPE Courses; CPAs Can Earn 10 Minutes of CPE at a Time
The Ohio Society of CPAs has launched a series of micro learning courses for certified public accountants that provide timely knowledge packaged in 10-minute modules. Called Quick Byte, these courses are the first micro learning resources developed ...