Latest Articles

April 30, 2013 

Faced with power outages, client losses and homeless staff, how WithumSmith+Brown overcame Hurricane Sandy

Isaac M. O'Bannon

April 29, 2013 

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April 29, 2013 

Seeing Apple and Google rake in oodles of cash with crippled cell phone apps and ringtone downloads, Microsoft decided to go them one better and convert their entire Windows operating system to something that looks and works like a cell phone screen.

Dave McClure

April 29, 2013 

One of upstate New York’s largest accounting, business consulting and financial services firms has announced it's first acquisition of an out-of-state accounting practice.

April 29, 2013 

Whether you built your firm from scratch, partnered with other professionals from the start or started with a single client and a dream, your practice is your future. However, even sole practitioners are never alone.

Isaac M. O'Bannon

April 29, 2013 

Paper is inefficient and doesn’t easily scale. It is a pain to store, retrieve and share. And yet companies and accountants of all sizes are dependent on it to manage their businesses.

Rene Lacerte

Technology April 29, 2013 

A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.

Kristy Short, Ed.D.

April 29, 2013 

At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.

Randy Johnston

April 29, 2013 

As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.

Steven M. Phelan

April 29, 2013 

Thomson Reuters – GoSystem Tax RS800-968-8900cs.thomsonreuters.com/gosystem BEST FIRM FIT: Medium-size accounting firms and larger or firms requiring tools to manage high net-worth individuals and multi-tiered or consolidated entity returns. STRENGTHS Simultaneous and multi-level staff editing capabilities Strong data import features Support for advance return types POTENTIAL LIMITATIONS On-screen review tools are not as complete as...…

April 29, 2013 

Intuit, Inc. – Lacerte Tax800-765-7777accountants.intuit.com/tax/lacerte BEST FIRM FIT: Full service tax and accounting firms with multiple staff, who want the benefits of integration with many of Intuit’s other systems, including QuickBooks data import for business entity returns, document management, research and data analysis. STRENGTHS Easy, intuitive interface Wizards to aid with electronic filing and data...…

April 29, 2013 

CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)800-PFX-9998tax.cchgroup.com BEST FIRM FIT: Firms of any size looking for options to streamline tax compliance and are comfortable accessing information via Internet STRENGTHS Client focused and provides granular access to client data Quick resolutions to federal and State changes as changes occur Familiar interface for legacy...…