Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
September 14, 2011
Caution in the Cloud
Over the past several months, I’ve had the chance to assess the issue of computing “in the cloud,” both in terms of the benefits and the drawbacks. So far, the benefits outweigh the drawbacks. But this is a very fluid situation that will require some strong due diligence and more than a little caution. Cloud...…
September 13, 2011
Thomson Reuters — Web Builder CS
CS.ThomsonReuters.com Best Fit The system can be used by any firm, but it’s optimized for use by professional practices using the CS Professional Suite of accounting and practice management programs. Strengths Client portals enable secure collaboration and document sharing Integration with CS Professional Suite Professional layouts, images and background colors Support for unique...…
September 13, 2011
Intuit, Inc. — Intuit Websites
websites.intuit.com Best Fit Virtually any small business, including tax and accounting practices, wanting a simple and automated website creation system. Strengths Easy to add Intuit Web Payment service for ecommerce activities Good search engine optimization tools Includes email marketing features and an online small business marketing toolkit Broad collection of template designs Customized...…
September 13, 2011
Emochila, Inc. — Websites for Accountants
www.emochila.com Best Fit Tax and accounting firms who want a truly customized website backed by a vendor who has heavily invested in updating its products over the past nine months. Strengths Not limited to template-based or out-of-the-box header, button, content field designs and layouts. Unlimited pages. SEO optimized with embedded search engine submission system and...…
September 13, 2011
Drake Software 1040.com Preparer Websites
www.1040.com Best Fit Drake’s 1040.com preparer websites are exclusively for Drake Software users. and have gone through a full modification in layout, look, color scheme, enhanced ease of use and full edit capabilities. Strengths Free for Drake Software users. Unlimited pages. Built-in counter for measuring site traffic. Reporting tools allow users to monitor visits,...…
September 13, 2011
CCH, a Wolters Kluwer business — CCH Site Builder
CCHGroup.com/SiteBuilder Best Fit CCH Site Builder originated in 1997, making it one of the longer-established players in the website builders market. Site Builder is part of the ProSystem fx suite of applications and is an ideal fit for firms who use other components of the ProSystem fx product suite. Strengths Recent updates include redesigns, additional...…
September 13, 2011
AFSB Accounting and Financial Site Builder
www.afsb.net Best Fit AFSB has a strong retention rate with tax and accounting firms looking to establish a professional web presence at a low cost. Strengths Unlimited site pages. Integration with Google Analytics. Unique domain names included. Includes up to 20 free email accounts. Firms may add services, including payroll and online tax prep....…
September 13, 2011
Five Steps for Marketing Your Firm
Many tax and accounting professionals struggle to find the best way to leverage limited marketing resources to effectively position their firm in the marketplace. And the advent of social media, online networking and other digital strategies has expanded the field of marketing activities for firms even further. For many firms, this adds to the confusion...…
September 13, 2011
Have Tech, Will Travel: 4 Great Gadgets for Travelers
Love it or hate it, it’s the last hurrah of summer vacation, which means you’re likely to be cramming yourself onto a plane or staring at an endless line of brake lights snaking into the distance. To ease your travel travails, here are a few gadgets and services to salve the pain. Read more of...…
September 13, 2011
The Sage Business Intelligence Revolution
Sage Business Intelligence, powered by Alchemex, is a solution that provides drag-and-drop reporting for Sage Peachtree, Sage Simply Accounting, Sage ERP MAS 90, Sage ERP MAS 200, Sage ERP MAS 500, and Sage ERP ACCPAC (This tool was first discussed in the April/May 2011 issue). In the months since its launch, Sage’s strategy for supporting...…
September 13, 2011
AccountantsWorld — Website Relief
www.accountantsworld.com/wr Best Fit Tax and accounting firms who want tight integration with the vendor’s web-based product suite. Strengths Expanded and improved library of customizable templates provides unlimited combinations. Users have direct access with tight integration to all AccountantsWorld cloud applications Syndicated news content, including stock and custom RSS feeds, and AW-supplied newsletters are...…
September 13, 2011
XpandedReports and SmartVault Integration – Another Step in the Right Direction
XpandedReports, developers of the browser-based reporting add-on application which integrates with QuickBooks, recently announced smart integration with SmartVault, providers of Cloud-based document storage and file sharing solutions. Integration between systems leverages XpandedReports and SmartVault’s bi-directional integration with QuickBooks to deliver a single, streamlined solution that shares a single document management platform. For users, this means...…