Latest Articles

 With New Technology, Start-Ups Go Lean

December 20, 2011 

With New Technology, Start-Ups Go Lean

New businesses are getting off the ground with nearly half as many workers as they did a decade ago, as the spread of online tools and other resources enables start-ups to do more with less. The change, which began before the recession, may be permanent, according to some analysts. “There’s something long-term at work here,”...…

Angus Loten

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December 13, 2011 

Does SaaS Make Sense for Your Small Business Clients?

We’ve been talking about software-as-a-service (SaaS) for years. For the uninitiated, SaaS is web-based software that users basically rent or subscribe to, as opposed to owning it on CD or on an actual computer (on premises). There is more to the definition of SaaS, of course, and there’s a lot of subjectivity in those definitions....…

 How to Choose a Business Name and Give It Meaning

December 7, 2011 

How to Choose a Business Name and Give It Meaning

The nation’s most notable brands, what are they? Brands such as Google, Apple, Amazon and Ebay may come to mind. If you’re in the initial phases of starting a small business, rebooting your brand, or rolling out a new product or promotion, you most likely aspire to have a brand name that everyone knows as...…

Walter Dailey

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December 2, 2011 

CCH, a Wolters Kluwer business – ProSystem fx Portal

800-739-9998 www.cchgroup.com/portal   2012 Overall Rating 4.75 Best Fit Firms wanting secure client file sharing functions with integration into other CCH programs, along with file versioning and automated retention and expiration capabilities.   Strengths Can be used on all major browsers and platforms Strong security customization File versioning for online edits to shared documents Customizable...…

Isaac M. O'Bannon

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December 2, 2011 

SmartVault — SmartVault

866-674-6785 www.SmartVault.com   2012 Overall Rating 4.75   Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or...…

Isaac M. O'Bannon

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December 2, 2011 

Thomson Reuters — NetClient CS Portals

800-968-8900 www.cs.thomson.com   2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to...…

Isaac M. O'Bannon