Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
June 26, 2009
Changing Your Web Site? Ask These Four Questions, First
Whenever I present my seminar on “The Next Generation Accounting Firm,” someone invariably asks me a question related to communications, and specifically, when it’s time to change their Web site. I just ran across this blog on Ragan.com that speaks to this topic, and even though it is internally focused on employees, I’ve added my...…
June 23, 2009
Online Professional Tax Prep… Is it time, yet?
In the upcoming July issue of The CPA Technology Advisor, I’ve written a column that discusses why few tax and accounting professionals are using an online tax preparation system for their client returns. Considering how popular online tax prep is for do-it-yourselfers, I think it’s a curious situation. Some might blame it on the old...…
June 18, 2009
PayCycle – My Wish List
Doug Sleeter's wishes for PayCycle enhancements now that Intuit will be purchasing PayCycle.
June 18, 2009
CITP Credential Changes with the Times
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
The Power of the Portal
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
The Hardware Side of Document Management
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
The 3 “P” Approach to More Creative Marketing
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
New Tax Vendor for the Professional Market? No.
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
NetSuite Announces New Financial Planning Module
Enables Business Performance Management for Strategy, Planning and Execution
June 5, 2009
Using Social Networking to Build Your own Brand
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
How is Susan Boyle Like an Accounting Firm?
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
ASWA Opens Nominations for Awards
Celebrate Influential Women in the Accounting, Finance Industries and Promote Companies that Support Work/Life Balance and Financial Literacy Volunteers