Latest Articles

July 17, 2014 

Website design & content for accounting and tax firms to attract and retain clients. We are so confident that you will love our personal service that we are willing to offer you 30 days of service at no-cost. Pricing starts at $29 per month. Are you looking to have a professional presence online, attract new...…

July 17, 2014 

Let Integer be your one stop shop and upgrade to one of our website plus marketing bundles to promote and grow. The lowest prices guaranteed. No set-up fees. No contracts. Your dedicated account manager will help set-up and get your website live.

July 17, 2014 

GoFileRoom not only lets you easily store and manage documents electronically, it also helps you automate scanning processes and workflow. Quickly associate client documents to workflows while uploading files to your web-based DMS. GoFileRoom gives you the ability to securely manage business processes for your entire firm. Comprehensive features mean a more valuable software program for...…

July 17, 2014 

Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). So how you manage your source and finished documents has a huge impact on your firm’s productivity. That’s why we created Cloud Cabinet – the first true cloud-based document management system and client portal for accountants – to...…

July 17, 2014 

2015 Readers Choice Award Winner: Document Management Systems. Free with Drake Software, Document Manager is an electronic storage solution for client source documents and returns. It can greatly ease your paper handling tasks and help you reduce the ...

July 17, 2014 

SAFE CLOUD offers the same great features as the traditional SAFE paperless document management suite, with one key difference — there’s minimal software for you to install, and no hardware for you to maintain.

July 17, 2014 

A web-based collaborative content manager that is seamlessly linked to multiple in-house applications and publishes client related information to private extranet client sites. With indexing, versioning, online discussion, and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment - the vehicle to identify, categorize, and…

July 17, 2014 

As an accountant, your office is likely overflowing with filing cabinets to keep your clients’ tax information safe. Knowing the best method for tracking all these documents is probably a challenge that you’ve faced throughout your career. Luckily, Rube

July 17, 2014 

Thomson Reuters has released the 2014-2015 edition of the Tax Planning Guide, which accountants, lawyers, tax professionals, and financial advisors distribute to clients and prospects.

Isaac M. O'Bannon

July 17, 2014 

What do personal finances and personal physical health have in common? More than you might think.

Isaac M. O'Bannon

July 17, 2014 

Cloud payroll services provider ZenPayroll has introduced a new feature that makes it easy for employers to add a special, customized note to employees' pay stubs.

Isaac M. O'Bannon

July 17, 2014 

Outsourced billing services provider Billtrust has acquired cash application software development company Open Scan Technologies, Inc. Already working together under an alliance announced late last year, the combined companies will represent the first end-to-end Invoice-to-Cash infrastructure for B2B billers, dramatically increasing efficiency in the billing and payment ecosystem.

Isaac M. O'Bannon