Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
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.
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…
December 1, 2008
Tools To Enhance Or Supplement Your Core Document Management System
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
Review of Tax Research Applications — 2006
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
Meet America’s Tax And Accounting Technology Dream Team
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.