Technology November 26, 2025
The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology. Subscribe to The Accounting Tech Lab videos on YouTube.
December 5, 2025
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June 18, 2009
The times … they are a-changin’ … and so is the CITP Credential. According to an announcement made during AICPA’s TECH+ Conference in Las Vegas earlier this week, “the revised credential will concentrate on information technology expertise relating to audit and attest services and financial data components, analysis and reporting. The holder of the revised...…
June 13, 2009
Congrats go to Thomson Reuters for the significant milestone it hit in the most recent tax season: UltraTax CS™ customers preparing 2008 returns created more than 100,000 portals to serve their clients. This is important to our profession for several reasons. First, it demonstrates how the accounting profession is using technology not only to speed...…
June 11, 2009
But interestingly, in all the ballyhoo about the importance of DM, and the number of rapidly evolving systems that offer state-of-the-art, soup-to-nuts storage and retrieval, we have overlooked what may be the most important part of document management – the hardware.
June 11, 2009
When was the last time you looked at something differently? I was in San Francisco June 7-10 for the International Association of Business Communicators’ (IABC) Conference, and had the pleasure of hearing Sam Harrison of Zing Zone speak on creative marketing and its three components: Passion, Performance and Pitch. His talk was well worth my...…
June 10, 2009
A few weeks ago, I posted an article here about the possibility of a new professional tax prep vendor coming to the market (www.cpatechviews.com/2009/04/is-a-new-tax-vendor-coming-to-town). That was after I discovered that CLI, Inc., a long-time vendor of practice management systems for accounting firms, had become the U.S. distributor of the APS suite of professional products. The...…
June 10, 2009
Enables Business Performance Management for Strategy, Planning and Execution
June 5, 2009
There’s a lot of talk these days about personal branding. Although there are many ways to define this, I think a personal brand is the image you portray to others on a professional level. Can you easily identify your own personal brand? A recent article on Knowledge@Wharton encouraged me to blog about building your own...…
June 4, 2009
You’d have to be living under a rock not to know who Susan Boyle is, but in case you don’t, she’s came in second place in “Britain’s Got Talent,” a competition that propelled this no-name singer to instant stardom, thanks to a mix of kudos from Simon Cowell and a bit of viral marketing. How...…
June 4, 2009
Celebrate Influential Women in the Accounting, Finance Industries and Promote Companies that Support Work/Life Balance and Financial Literacy Volunteers
June 3, 2009
Did you see the announcement that beginning June 1, Financial Analysis CS software – a component of the CS Professional Suite – is available free to accounting firms to help them advise their clients? Hats off to Thomson Reuters Tax and Accounting. Whether it’s a strategic marketing move or a response to the recession, I...…
June 2, 2009
Intuit has reached an agreement to acquire PayCycle for $170 million. The company will be integrated into Intuit’s Payroll division. PayCycle’s simple-but-thorough online payroll compliance system, geared generally toward smaller small businesses (although they claim to be able to support up to 150 employees). The system offers automated reminders on federal and state tax payments...…
June 2, 2009
Companies Joining Forces to Provide new Online Payroll Offerings to Small Businesses, Accountants and Financial Institutions