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.
December 18, 2012
For Marketing Success, Channel Your Inner Journalist
The best marketing communications tell a story that is concise, clear, and simple
December 18, 2012
Doing Less May be More
From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…
December 18, 2012
2013 Review of Intuit Tax Import for Lacerte and ProSeries
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…
December 18, 2012
Accountability – The Key to Firm Success
An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.
December 18, 2012
The Mobile Windows: Windows Phone 8 and Windows RT
Summary: Microsoft has revitalized its mobile offerings and created an integrated computing ecosystem to compete with Apple and Google.
December 18, 2012
The Journey from the Desktop to the New World
2012 was quite a year for the “maturing” of new world technologies in small business accounting, but to be clear, the “new world” is still in the future for most firms and clients.
December 18, 2012
State and local tax revenues up across U.S.
Summary of State and Local Government Tax Revenue: 3rd Quarter 2012
December 18, 2012
Church’s former business manager charged with embezzlement, 8 felonies
The former business manager of a prominent Edmond church was charged Monday with eight felony counts, authorities said.
December 18, 2012
2013 Review of SurePrep — 1040SCAN Pro; 1040SCAN Organize
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs,...…
December 18, 2012
2013 Review of CCH ProSystem fx Scan
CCH a Wolters Kluwer business — ProSystem fx Scan 800-739-9998 CCHGroup.com Best Fit: Firms wanting to integrate automated workpaper and form preparation into the larger suite of tax and practice management programs in the ProSystem fx Suite. Strengths Optical character recognition (OCR) is streamlined and fast The AutoFlow Wizard feature helps provide data validation User...…
December 18, 2012
2013 Review of GruntWorx – Tax Document Automation
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…
December 18, 2012
2013 Review of Thomson Reuters — Source Document Processing
Thomson Reuters — Source Document Processing800-968-8900CS.ThomsonReuters.com Best Fit: Professionals using UltraTax CS and other programs in the CS Professional Suite, who want an integrated option for creating digital workpapers from client source documents and automatic population of returns from the data on those forms. Strengths Thorough integration with other programs in the CS Professional Suite...…