Article

 Practice Management – An Opportunity to Grow

April 5, 2016 

Practice Management – An Opportunity to Grow

Probably more important than the tool is the culture of business development, discovery meetings, referral clients and omni-channel marketing. Since many accounting professionals have not been trained in marketing, this leads to common errors and ...

Randy Johnston

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March 16, 2016 

Tax Season: Go Be a Hero

Tax accountants have always been the white knights. Auditors were viewed by clients as necessary, consultants the fascinating innovators, but tax accountants were there to save the day.

Gail Perry

keystrokepos300w_10621369

March 14, 2016 

2016 Review of Keystroke Advanced POS

Optimally designed for retailers with that require more comprehensive inventory management and distribution capability, Keystroke is an easily navigated product that offers scalability and excellent reporting capability.

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March 14, 2016 

2016 CRM Systems — Wolters Kluwer — CCH iFirm

A cloud-based system, CCH iFirm is a user-friendly program that provides advanced CRM functions. The application can be accessed via most modern browsers, with no software maintenance or updates.

Office365 565X268 completo2013 1  56d9c6bb06c7f

March 14, 2016 

2016 CRM Systems — Microsoft Office 365

Office 365 is quite a bit more than just the moving of Outlook, Word and the other applications to the cloud. The suite of office productivity programs have been expanded and new integrations have been made possible because of the cloud-based nature ...

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March 14, 2016 

2016 CRM Systems — Office Tools WorkSpace

Office Tools WorkSpace offers extensive practice management, workflow and client collaboration tools, but also includes strong CRM capabilities. An optional online solution provides a portal for secure online document sharing, invoicing, receiving ...

Results CRM1 fixed1 1  56d9c7995723f

March 14, 2016 

2016 CRM Systems – Results CRM

Designed for small businesses and accounting firms, Results CRM offers project management, billing & collections management, client contact tracking, sales automation and other features. The system offers excellent integration with QuickBooks, tying ...

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March 14, 2016 

2016 CRM Systems — Zoho CRM

Zoho offers a collection of cloud-based office productivity suites that is an alternative to Microsoft Office products, plus offers considerable more, including word processing, spreadsheets, project management, sales, marketing, databases, online ...