Latest Articles

May 18, 2015 

2015 Innovation Award Nominee: Bill.com – Fast Pay Bill.com It’s 4 pm ET. You just received a call from a client saying that they need payment to an important vendor by noon the next day. Failure to pay before the deadline will significantly impact your client’s business operations. Normally, a call such as this would...…

May 18, 2015 

2015 Innovation Award Nominee: CCH Small Firm Services – CCH iFirm www.CCHSFS.com Small to mid-sized tax and accounting firms that are knee deep in preparing taxes and bookkeeping reports, managing deadlines and invoicing clients are increasingly accessing CCH iFirm, a new cloud-based solution offered by Wolters Kluwer, CCH Small Firm Services that produces on-time project...…

May 18, 2015 

2015 Innovation Award Nominee: BQE – BillQuick 2015 www.bqe.com/BillQuick2015 BQE BillQuick 2015 was released on March 18, 2015. Built using the latest release of dot net technology, it is packed with over 80 new features. Most noticeable are the performance enhancements made throughout the application. Screen updates and reports are displayed in fraction of seconds....…

May 18, 2015 

2015 Innovation Award Nominee: AviorData – Tax Compliance www.AviorData.com Aviordata Tax Compliance automates the importation of excise tax data from back-office systems, evaluation of applicable taxes, creation of signature-ready returns and schedules, and filing of electronic returns. The cloud software streamlines tax processing, reducing errors that can lead to fines, fees, and penalties. Click here...…

May 18, 2015 

2015 Innovation Award Nominee: Avalara CertCapture W-9/W-8 Solution www.Avalara.com A change in IRS regulations under FATCA has caused us to reexamine how W8/W9 forms have been collected. No longer can we just accept the vendors tax ID number and file 1099/1042 forms accordingly. The IRS has announced audits will begin on the backup paperwork to...…

May 18, 2015 

2015 Innovation Award Nominee: AuditFile www.AuditFile.com AuditFile delivers all the benefits of a paperless audit system without the need to download or install any software. Our cloud-based and user-friendly solution allows CPAs to perform more efficient engagements with less risk. AuditFile’s intuitive interface requires almost no training, facilitates real-time team feedback, and manages data in...…

May 18, 2015 

2015 Innovation Award Nominee: 1040Bridge.com www.1040bridge.com 1040Bridge is dedicated to developing and marketing software for the tax and accounting community. The SAAS based product is a complete document management system and an integrated client portal in one solution. What separates this client portal from ALL other solutions on the market is the patented feature of...…

Technology May 15, 2015 

Mike Meilinger, CPA, explains how his consulting firm is ruling the litigation vertical market.

Kristy Short, Ed.D.

May 15, 2015 

MIP Fund Accounting is a good fit for mid-sized nonprofit organizations and government entities that have a need for comprehensive fund management and customization capability.

Mary Girsch-Bock

May 15, 2015 

Serenic Navigator from Serenic Software is a robust nonprofit product suitable for mid-sized to larger nonprofit organizations, NGS’s and government entities. A completely integrated product, Serenic Navigator offers users solid financial management capab

Mary Girsch-Bock

May 15, 2015 

According to the National Institutes for Health, about 20 percent of American adults experience some form of mental health disorder each year, and one in five people have a serious disorder such as bipolar disorder or schizophrenia.

Isaac M. O'Bannon

May 15, 2015 

The engagement letter not only sets out what services you will provide, it lays the groundwork for the client's role in making those services achievable. You can describe your plan to prepare tax returns, but that plan is contingent on the client ...

Gail Perry