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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December 5, 2025
December 1, 2008
The time is now! If not now, when? Electronic document management systems (EDMS) for the tax and accounting practice have come of age. We are rapidly approaching the point where document management reaches critical mass in the tax and accounting profession, defined here as when the number of firms that have implemented EDMS outnumber those…
December 1, 2008
The evolution of document management systems has created a market of additional software and services that enhance or supplement the core document management application.
December 1, 2008
It may be an over simplification to say that all clients are different, but this is one of the reasons that tax preparation can be challenging.
December 1, 2008
Public accounting is a very special profession. I’m sure you each vividly remember your first day on the job, fresh out of school and … dumb as a box of rocks. Of course, you didn’t know the last part.
December 1, 2008
The professional service trades have a long history of relationship networking and have often utilized the power of community to get new clients, to meet more prospects and to generally market their services, but there is more to be accomplished.
December 1, 2008
OPINION -- Well, actually it’s only ONE idea --- but its SO BAD that it could well qualify for all 10 places. The IRS is seeking to revise the privacy rules to allow commercial return preparers to share confidential taxpayer information to third party data brokers for marketing purposes.