Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
February 26, 2019
1222 characters 877-PAPER-99 (877-727-3799) www.PaperSave.com PaperSave approaches document management from a unique perspective compared to the other solutions in our document storage review, which makes it more difficult to assign a comparable rating to PaperSave. It is designed primarily to be a document management system that is linked to accounting systems such as QuickBooks, Microsoft...…
February 26, 2019
1863 Characters 800-688-4281 www.personable.com The SourceLink document storage solution is a niche application designed to integrate directly with QuickBooks to store and tag supporting documents with individual QB transactions. Core Functionality The Workflow DMS module incorporates rules-based document routing functionality. Documents are organized by a folder/sub-folder hierarchy. The files are stored within Windows Explorer. A...…
February 26, 2019
8381 characters 262-317-3700 www.wennsoft.com WennSoft was founded in 1995 and offers enterprise-level software solutions to the construction trades, including builders, equipment managers and operators, and service contractors. Built on Microsoft Dynamics GP, WennSoft is a powerful industry-specific tool that is surprisingly easy to use. Basic System Functions WennSoft contains a drop-down menu at the top...…
February 26, 2019
8229 characters 800-726-6278 www.sagemasterbuilder.com Sage Master Builder is an integrated construction/financial product especially well-suited for mid-sized construction and contractor-related businesses. Easily navigated, with a user-friendly interface, Master Builder provides all of the features construction businesses need at an affordable price. Basic System Functions Sage Master Builder has an easy-to-navigate user interface, with installed modules listed...…
February 26, 2019
7080 characters 800-388-4697 www.Peachtree.com With each subsequent release, Peachtree Accounting reinforces its popularity with accountants and small business owners alike. Always a favorite for the small business owner, Peachtree continues to make annual improvements to its already solid product, gaining more satisfied customers in the process. Sage Peachtree Premium Accounting for Construction 2011, designed for...…
February 26, 2019
8918 characters 800-838-6427 www.bissoftware.com MICS has been producing construction-related software for more than 25 years. BIS for Windows was first introduced in 1997 and has continuously added system enhancements and features that the construction community has requested. Available in three editions, BIS offers construction and contracting companies a scalable product designed for businesses large and...…
February 26, 2019
6803 characters 800-388-3038 www.cougarmtn.com CMS Professional is celebrating over thirteen years on the market. The first Windows-based product offered by parent company Cougar Mountain Software, CMS Professional offers several specialty-based products, including its popular Job Cost software. Marketed as an add-on product to the CMS Professional lineup, it integrates into the CMS Professional and Point-of-sale...…
February 26, 2019
8624 characters 800-365-6790 www.a-systems.net A-Systems JobView is an industry-specific product designed for construction companies and contractors of all sizes. Available in three distinct versions, JobView offers an easy-to-implement, easy-to-navigate system that does the job often purported by much more expensive products. Basic System Functions A-Systems JobView offers users a minimalist approach on the user interface....…
February 26, 2019
2736 characters As more people are creating more service-related businesses, the software industry has been scrambling to keep up with the growth. And small service businesses (equipment rentals, HVAC and home builders) continue to see growth. This growth has produced more demand for software that suits the needs of these specialized business types. As...…
February 26, 2019
3390 characters For many professionals, the concept of practice management has long been a challenge to precisely define. But new technologies are increasingly giving firm partners and managers greater control over aspects of their practices that were, not too long ago, somewhat intangible. This enhanced control over all of the many areas of a professional...…
February 26, 2019
5016 characters It’s no secret that states rely heavily on sales taxes for a large portion of their revenues, but over the past decade, many state legislatures have been less inclined to raise the rates for fear of being labeled with a tax proponent. As a remedy, many of these states have turned to increased...…
February 26, 2019
2637 characters It is gratifying to see the natural evolution of software over time, as the more successful software vendors respond to user feedback and incorporate features and functionality that reflect the demands of actual users. Great software is becoming more powerful all the time, and new development tools and database capabilities allow this evolution...…