Technology November 10, 2026
Coworker is an AI teammate built into Canopy that can operate inside the platform for the firm, handling everything from chasing missing documents to building custom reports.
November 10, 2026
November 10, 2026
April 5, 2012
In real estate, one of the main mantras is, “location, location, location.” With remote technologies allowing greater communication between accounting professionals and their clients, the physical location is gradually becoming less important, at least for some practice models.
April 5, 2012
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…
April 5, 2012
American business owners are looking to the future of their businesses with increased positivity revealed the latest Sage Business Index survey.
April 4, 2012
Xero’s revenue, customers and business operations doubled over the past 12 months, according to the company’s latest market update released recently.
April 4, 2012
Treeno Software, Inc. – Treeno Document Management 4.0 800-528-5005 www.treenosoftware.com Best Firm Fit Treeno is a good fit for small to mid-size firms that don’t want to deal with all of the technology issues and capital investments by leveraging the SaaS option. If your practice uses software from a variety of vendors, then the...…
April 4, 2012
Doc.It, Inc. – Doc.It Suite 3.4 888-693-6248 www.doc-it.com Best Firm Fit Doc.It has identified firms with twenty to a few hundred staff. However, they are looking forward to focusing on firms in the five to fifteen category. Due to the modular design of Doc.It , the system can be effectively deployed over a...…
April 4, 2012
Conarc, Inc. – iChannel by Conarc 770-849-0508 x116 www.conarc.com Best Firm Fit: The value of iChannel increases with the size of the firm as a result of all of the functionality that enables it to be used across the entire enterprise. The system is designed to be deployed in many different types of industries,...…
April 4, 2012
Xero, Inc. www.Xero.com 800-411-9376 Best Fit: Xero is best suited for small companies who need cloud-based collaboration with banking integration and support for multiple currencies. The rules-based transaction classification engine is a possible game changer for entry level accounting software. Strengths: Bank integration with Yodlee supports many, but not all deposit and credit...…
April 4, 2012
Even with the increase of electronic payments, checking account fraud is on the rise. Perhaps it’s due to people struggling in a down economy or “moral decay,” but more likely it’s because the latest computers and printers make it is easy to duplicate checks that appear acceptable to cash at a bank or retail establishment....…
April 4, 2012
The iPad is an invaluable business tool if properly used. The first step is to realize it is not a replacement for your laptop or desktop computer...
April 3, 2012
A look at several key ways your iPad can increase your productivity away from the office.