Latest Articles

September 3, 2013 

Read everything you can get your hands on about companies allowing their team to work from home. Read with an open mind and ask yourself “how can this work for my firm”. Then, talk to your team and find out why working remotely is exciting to them. Talk to them about your concerns and ask…

Sandra Wiley

September 3, 2013 

Event geared to inspire, educate, and ensure success of franchise owners

September 3, 2013 

Recently we did a survey of the Mergers & Acquisitions (M&A) professionals who use The Sellability Score and asked them what makes a business attractive to an acquirer. The M&A experts said businesses that have a management team in place are much more attractive to buyers than owner-dependent companies.

John Warrillow

August 30, 2013 

The enhanced version of the CCH Mobile app enables subscribers to gather information and quickly send it to colleagues and clients.

August 29, 2013 

The Internal Revenue Service and the U.S. Department of the Treasury today ruled that same-sex couples will be treated as married for federal tax purposes, as long as they were legally married in jurisdictions that recognize their marriages.

August 29, 2013 

Content marketing is today’s hot topic. You certainly can’t ignore it (not that you want to)—with countless articles on hand that tout the importance of developing useful, timely content to support a strong marketing program.

Gaynor Meilke, Kristy Short, Ed.D.

August 29, 2013 

Most organizations today assume that their IT personnel do an adequate job of protecting the firm’s network and data by implementing and monitoring firewalls, keeping their operating systems/applications up to date, and mandating password changes on a scheduled basis.

Roman Kepczyk

August 29, 2013 

Best Fit: Firms using the Thomson Reuters CS Professional Suite that can benefit from the integration between Planner CS and the suite’s tax preparation and document management products. Strengths Capable to producing projections for an unlimited number of years Integration with several components of the CS Professional Suite Many options for customizing reports and graphs...…

August 29, 2013 

Best Fit: Firms with clients requiring complicated tax planning across multiple states and firms that take advantage of its web-based capabilities (such as accessing the program from multiple computers and/or locations). Strengths Only planning product among those reviewed with mobile apps and web-based administrative tools. Imports tax data from several popular tax preparation programs Many...…

August 29, 2013 

The Tax & Accounting business of Thomson Reuters recently released an enhanced version of its Workpapers CS solution. The updates to the workpaper management software are designed to make it easier for firms to integrate, automate standardize tax engagements.

August 29, 2013 

Best Fit: Firms using other components of the ProSystem fx Suite or CCH Axcess Tax that take advantage of the direct integration. Strengths Imports tax data from ProSystem fx Tax and CCH Axcess Tax The license allows for an unlimited number of users at a firm location Interactive tutorial and ample help resources Potential Limitations...…

August 29, 2013 

Best Fit: While firms using Lacerte Tax and DMS will benefit with the direct integration, it may also be considered as a standalone product because it is easy to use and a lower cost alternative than the products reviewed. Strengths User-friendly interface similar to that of the tax program. Easily imports client tax data from...…