Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
November 26, 2011
AICPA 2012 Executive Prediction & 2011 Year in Review
James Metzler, the AICPA’s Vice President for Small Firm Interests, shares his perspectives on the past year, and on the changes he sees coming for 2012 and the years to come. Click here to view as a PDF. Download
November 23, 2011
Safe Keeping… Even in a Digital World, a Safe is a Good Idea
We’ve covered the issue of disaster preparation and business continuity several times over the years, especially after Hurricane Katrina. Accounting is a technology-driven profession, so we’ve generally approached the topic of preparation by focusing on subjects such as remote backup and using web-based systems to allow a firm to keep working even if disaster strikes....…
November 23, 2011
How Payroll Services can Help Strengthen Client Relationships
Emilio Avila, ADP TotalSource Division Vice President, explains how accountants can deepen their relationships with clients through online and mobile-enabled payroll services such as RUN Payroll for Accountants powered by ADP...
November 23, 2011
SurePrep — 1040SCAN Pro, 1040SCAN Organize
800-805-8582 www.sureprep.com 2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…
November 23, 2011
GruntWorx, LLC
800-291-2136 www.copanion.com 2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…
November 23, 2011
Thomson Reuters — Source Document Processing
800-968-8900 CS.ThomsonReuters.com 2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite....…
November 22, 2011
6 Effective Tools for Tax Document Automation
6 Effective Tools for Tax Document Automation
November 22, 2011
CCH a Wolters Kluwer business — ProSystem fx Scan
800-739-9998 CCHGroup.com 2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should...…
November 22, 2011
Five Timesaving Tips for a Smoother Tax Season
A little pre-tax season planning and preparation can go a long way.
November 22, 2011
Building a Practice for the Future
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…
November 22, 2011
2012 Readers’ Choice Awards: Professionals Rate Their Favorite Technologies
Since we started the Readers’ Choice Awards in 2006, they’ve become a popular way for many of our readers to voice their admiration and respect for certain companies that make technologies for tax and accounting professionals.
November 22, 2011
United Systems Technology Inc.
Municiple Court is a full featured municipal court system that looks and works like Microsoft® Office. Municipal Court includes a complete system that enables you to enter, maintain and track unlimited municipal court cases. Docket entries are easily created along with other case related events, fees and additional charges. You can review all case related...…