Latest Articles

October 18, 2020 

As small business owners continue to navigate the COVID-19 crisis, many are grappling with significant new challenges. According to a recent LendingTree survey of almost 1,400 small business owners, day-to-day business disruptions have spurred ...

October 16, 2020 

AccountantsWorld Cloud Cabinet www.accountantsworld.com/CloudCabinet.html From the 2020 reviews of client portals for accounting firms. Cloud Cabinet Client Portal is ideal for small firms already invested in the AccountantsWorld ecosystem. Due to its tight integration into their other solutions, AccountantsWorld client portals are designed to integrate with other AccountantsWorld applications including Accounting Power, Website Relief, Practice...…

Garrett Wagner

October 16, 2020 

CCH Axcess Portal https://taxna.wolterskluwer.com  From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting...…

Garrett Wagner

October 16, 2020 

Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the...…

Garrett Wagner

October 16, 2020 

SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates...…

Garrett Wagner

October 16, 2020 

In the past six months, several organizations in the accounting profession have postponed or canceled their conferences in response to the COVID-19 pandemic, while others have taken their events virtual.

Jim Boomer

October 16, 2020 

Brockman, 79, was charged in a 39-count indictment that includes charges of money laundering, conspiracy, wire fraud, and tax evasion. The 42-page indictment, unsealed Thursday morning, alleges that in the late 1990s, Brockman formed companies on ...

October 15, 2020 

Achieving more with less is the mantra of our times. C-suite leaders demand greater efficiency. CFOs are looking to reduce costs. Customers and employees expect stellar experiences. The ability to outperform these expectations hinges on ...

October 15, 2020 

Consider supporting the Jon Bon Jovi Soul Foundation to help those in need during this COVID-19 crisis: https://www.jonbonjovisoulfoundation.org/ (If Jon can wash dishes during this crisis, you can give a $100! https://www.today.com/popculture/jon-bon-jovi-washes-dishes-feed-hungry-amid-covid-19-t176535) AND THEN MAKE YOUR OWN VERSION TO HELP SPREAD THE WORD ABOUT JON’S WORK… (See link at the end of this description) —...…

October 15, 2020 

Taxpayers can now use their smartphones to scan a QR code in the CP14 or CP14 IA to go directly to IRS.gov and securely access their account, set up a payment plan or contact the Taxpayer Advocate Service.

October 15, 2020 

The AICPA is now seeking additional guidance and clarity on these provisions in a new letter to the Department of the Treasury and the Internal Revenue Service.

October 15, 2020 

To individuals who anxiously monitor their investments’ ups-and-downs on their smartphones, a new accounting-journal study offers this counsel: Be wary of push notifications, those audible or visual signals announcing the arrival of news. In an era when professional investors commonly time trades in microseconds, push notifications may be a poor alternative for impatient non-professionals. Heavily...…