Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
November 6, 2015
Two Roads That Lead to a Firm of the Future
Intuit announces winner of its Firm of the Future Contest
November 13, 2015
Ryan Tax Firm Acquires TransAmerican Asset Servicing Group
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
2015 Review of CCH Axcess Portal
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 ...
November 12, 2015
2015 Review of AccountantsWorld Client Portals
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 ...
November 12, 2015
Client Portals Increase Efficiency, Provide Greater Convenience
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
November 12, 2015
New Tools Focus on Effective, Efficient International Audits
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
Now Is the Time to Use Flex Spending Accounts or Roll Over $500
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
2015 Review of SmartVault
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 ...
November 11, 2015
2015 Review of Thomson Reuters -NetClient CS Portals
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.
November 11, 2015
2015 Review of Citrix ShareFile
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 ...
November 11, 2015
Tenenz Enhances Email Marketing Tools for Accounting Firms
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
AICPA Scores Victory Over IRS Regulatory Program
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 ...