Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
November 5, 2014
2014 Reviews of Client Portals for Tax & Accounting Firms
Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased
November 5, 2014
2014 Review of GruntWorx
GruntWorx fits best in firms that use the integrated tax software which includes; Drake Software, GoSystem Tax RS, ProSystem fx Tax and UltraTax CS. Even if you have another tax program, the GW Organize application can be a big help for ...
November 5, 2014
3 Valuable Tools for Sharing Files with Clients
There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.
November 5, 2014
What’s in Your Payroll Client Engagement Letter?
Client engagement letters serve to outline the scope of service a payroll practitioner will provide to clients. They usually detail the service provided, the amount of risk present and professional standards.
November 5, 2014
Reimagining Your Clients’ Success with QBOA
Accountants want two things: to save time and grow their business. That’s the idea behind the latest product offering from Intuit. The company went back to the drawing board to redesign its online solution for accountants, QuickBooks Online Accountant.
November 5, 2014
2014 Review of CCH ProSystem fx Scan
ProSystem fx Scan works best when it is used in conjunction with ProSystem fx Tax and the other paperless applications from Wolters Kluwer CCH. However, ProSystem fx Scan can be used on a stand-alone basis, so it has appeal for virtually any tax practice.
November 5, 2014
2014 Review of Citrix ShareFile
Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.
November 5, 2014
2014 Review of Thomson Reuters NetClient CS Portals
The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...
November 5, 2014
2014 Review of CCH Axcess Portal
Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...
November 5, 2014
2014 Review of SmartVault Client Portals
SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...
November 5, 2014
2014 Reviews of Tax Document Automation Systems
Life can be funny. There are times when no matter how much we are told something is bad for us, we often ignore the message and continue down our current path. Whether it is smoking cigarettes, excessive drinking, texting while driving, you name it...
November 5, 2014
Checking Off Your Client’s Year-End Payroll To-Do List
Year-end planning and preparation for your clients is crucial. With holidays and deadlines fast approaching, payroll practitioners want to work with their clients to ensure they meet all year-end deadline