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.
October 13, 2014
Cloudvara Cloud Hosting
Cloudvara revolutionizes the way businesses work by offering clients a fully secured, managed, and maintained cloud hosted infrastructure.
October 13, 2014
AICPA to Offer Free Year-End Financial Planning Webcast for Consumers
On October 20, the Personal Financial Planning Section of the American Institute of CPAs (AICPA) and 360 Degrees of Financial Literacy will host a free webcast on year-end planning.
October 13, 2014
CCH Adds Streamlined Internet Search Feature to IntelliConnect
Professional accounting technology developer Wolters Kluwer, CCH has launched the newest enhancement for users of the IntelliConnect research platform. The CCH IntelliConnect Browser Search feature streamlines popular Internet search engines...
October 13, 2014
AccountMate and Avalara Partner for Cloud-Based Sales Tax Compliance Automation
Avalara has partnered with AccountMate and their channel partners to provide customers with sales tax solutions designed to manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities...
October 13, 2014
How Collaborative Accounting Can Help Grow Your Practice
Expectations from business owners and clients have changed. This is particularly true with accounting software and the impact on traditional write-up services.
October 12, 2014
Get Hacked, Get Sacked!
Risk mitigation when your practice is attacked is an economic consideration. What will breach reporting cost? What will recovery cost and time lost be? Although we are not likely to be terminated by our clients or our firm, even this type of loss ...
October 12, 2014
IRS to Shut Down Some Services before Oct. 15 Tax Extension Deadline
The Internal Revenue Service has announced that a planned power outage will cause some services to be unavailable this weekend (Oct. 11-14), which may affect some of the million-plus tax filers, and their tax professionals, who file extended personal inco
October 10, 2014
What’s New in Payroll Law?
Keeping up-to-date on changes and proposed changes can be overwhelming, especially if you have a business to run that doesn’t involve payroll. That’s why, as a payroll practitioner, it’s important that you help your clients understand any new changes and what they mean for their business. In 2015, there will be several changes that can...…
October 10, 2014
2014 Review of Professional Tax Planning Systems
By Bill Kennedy, CPA, CA The Affordable Care Act changes had the biggest impact on tax software across the country this year, as developers scrambled to incorporate the new Net Investment regulations into their packages, particularly for high net worth individuals. All of the packages reviewed have been updated for the impact of this legislation....…
October 10, 2014
2014 Review of Intuit Lacerte Tax Planner
Basic System Functions: 5 Stars Firms using the Lacerte tax preparation software will find the tax planner interface to be very similar and easy to navigate. The main window of the program has a menu bar at the top followed by a toolbar with icons. To navigate through the program, there are worksheet tabs below...…
October 10, 2014
2014 Review of Thomson Reuters Planner CS
The CS Professional Suite from Thomson Reuters offers an integrated set of tax, accounting, and practice management applications. Planner CS tightly integrates with the suite to provide tax projections for a virtually unlimited number of years and scenarios. Basic System Functions: 4.75 Stars Planner CS opens into a customizable welcome screen with a list of...…
October 10, 2014
2014 Review of Drake Tax Planner
While most other tax software systems offer tax planning as a separate module, Drake has included Tax Planner as a free add-on to its main tax system, Drake Tax. Basic System Functions: 4 Stars Drake Tax is designed for individuals as well as small and medium sized businesses. As such, it may not meet all...…