Latest Articles

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July 17, 2014 

Cloud Cabinet

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...…

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July 17, 2014 

Drake Document Manager

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 ...

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July 17, 2014 

Cabinet SAFE CLOUD

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.

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July 17, 2014 

iChannel by Conarc

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…

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July 17, 2014 

Rubex by eFileCabinet

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

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July 17, 2014 

Billtrust Acquires Open Scan Technologies

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

 AICPA Announces 2014 Leadership Academy Class

July 16, 2014 

AICPA Announces 2014 Leadership Academy Class

The American Institute of CPAs (AICPA) has announced their selection of the 2014 Leadership Academy class. The group of 38 rising stars in the accounting profession will participate in the 6thannual Leadership Academy in Durham, N.C. this fall.

Isaac M. O'Bannon

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July 16, 2014 

Accounting Firm BerryDunn Adds New Principals

Portland, Maine-based accounting firm BerryDunn has added four new principals: Ed Daranyi, Julie Keim, Chad Snow, and Seth Webber. Their promotions recognize excellence in client service, staff development, and leadership in their respective practice areas. Additionally, Frank O’Shea was re-elected to the firm’s Management Committee.

Isaac M. O'Bannon

 To Fight ID Theft, IRS Expands Use of Truncated TINs

July 16, 2014 

To Fight ID Theft, IRS Expands Use of Truncated TINs

As part of its ongoing efforts to deter identity theft, the Internal Revenue Service has issued final regulations on use of truncated Taxpayer Identification Numbers (TINs). The new regulations, which apply to those who furnish and receive payee statements and tax-related documents, generally follow proposed regulations issued last year, albeit with some modifications.

Ken Berry, JD