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.
Firm Management May 12, 2014
Are You a YOUtility? How Smart Accountants Are Helping, Not Selling
If you haven’t heard of the YOUtility concept, you are missing out on the most important marketing concept of the mobile age. YOUtility is a new way of marketing your firm’s services that enables you to become inherently and genuinely useful to prospects and clients.
May 12, 2014
The Ultimate Windows Update
While tax and accounting professionals were feverishly trying to finish the 2014 tax season, Microsoft dropped two bombshells on the Windows Operating Systems.
May 12, 2014
LEAN up Your Firm’s Tax Season Debriefing
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.
May 12, 2014
Looking Back at TY 2013 and a Look at What Lies Ahead
Intuit takes a look back at Tax Year 2013 and projects what changes lie ahead for the tax profession and its products.
May 12, 2014
How to Make Next Busy Season Less Busy
Late nights of tax filings and days dispensing client advice are easily worth your fees. But how about valueless hours spent tracking down documents, exchanging e-mails, or educating staff? Compounded across all your clients, engagements, and staff, imagine how it adds up. Is this what’s (literally) keeping you up at night?
May 12, 2014
Get Intentional About Innovation in Your Firm
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
Training Trumps Tools
Most of the time in this column, discussion of the best or most promising technology tools is a primary source of interest. However, every once in a while a return to fundamentals is needed. One fundamental that has been consistently problematic for all size of firms is training. Frequently the need for training is either…
May 12, 2014
2014 Review of FUND E-Z Nonprofit Accounting Version 10
BASIC SYSTEM FUNCTIONS – 5 Stars FUND E-Z is easily installed in just a few minutes, and potential users are able to download a 30-day demo from the website for a trial run. A recent redesign offers users an easily navigatable ribbon-style menu similar to the ribbons found in the Microsoft Office products. Fully customizable,...…
May 12, 2014
2014 Review of Blackbaud – The Financial Edge
Basic System Functions – 5 Stars The Financial Edge is available as an on-premise product or as a hosted product. Though a robust system, The Financial Edge is easily navigated, with a drop-down menu at the top of the main screen offering access to system modules. A vertical navigation bar offers quick access to all...…
May 12, 2014
2014 Review of Aplos Fund Accounting
BASIC SYSTEM FUNCTIONS: 4.5 Stars 100 percent cloud-based, Aplos requires no product installation, a plus for small nonprofits with limited staff. The main user interface contains several tabs listed vertically on the left side of the screen: Dashboard, Settings, Accounts, Transactions, Contacts, and Reports. Rather than continuing as an App-based system, Aplos made the transition...…
May 12, 2014
2014 Review of AccuFund Accounting Suite for Nonprofits
BASIC SYSTEM FUNCTIONS – 5 Stars Fully scalable, with users able to add to the core system, AccuFund is available in three versions: a traditional desktop version, an online version of the desktop product and AccuFund Anywhere, a cloud-based system which currently offers the core system modules plus Accounts Receivable and Allocation Management(these were both...…
May 12, 2014
2014 Review of Serenic Software – Serenic Navigator
BASIC SYSTEM FUNCTIONS – 5 Stars The web-based version, Serenic Navigator Express, removes the need for Serenic personnel to install and configure the system. System implementation is wizard-driven, with ongoing product support provided by Serenic support staff as needed, though some initial training could be beneficial. Assistance with implementation is available if requested. Using Serenic...…