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 Review of Tax Prep Suites — 2006

December 1, 2008 

Review of Tax Prep Suites — 2006

Fifteen years ago, the idea of changing tax preparation software could bring a tax professional to his or her knees in fear for several reasons: The IT headaches involved in switching systems; retraining preparer staff on the new program; and the lengthy and often inaccurate process of converting data files from the old system.

 Review of Document Management Software — 2006

December 1, 2008 

Review of Document Management Software — 2006

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…

 Vendor Community Building

December 1, 2008 

Vendor Community Building

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.