Article

taxworks2011_10247790

September 5, 2014 

RedGear Technologies — TaxWorks

800-230-2322 www.taxworks.com 2011 Overall Rating 4.25   Product Delivery Methods: __x__ On-Premises _____ SaaS _____ Hosted by Vendor   Best Firm Fit: Small 1040-focused tax offices with limited to moderate need for additional entities. Strengths: – All federal and state entities – Integrated bank products – Good client communication templates & e-mail integration – Data...…

Isaac M. O'Bannon

intuitproseries_10277465

September 5, 2014 

Intuit — ProSeries

800-934-1040 www.proseries.com 2011 Overall Rating 4.75 Best Firm Fit: Small to mid-sized firms with mostly 1040s, but also diverse business taxation needs with some moderately complex clients. Strengths: – Supports all entities, states & most local taxes – Options for research, fixed assets, document management & W-2/1099 reporting – Integrated billing system – Optional innovative...…

Isaac M. O'Bannon

johnd_anderson_102676841_10276468

September 5, 2014 

Online Backup: Why It’s an Important Tool

Recently, one of my clients saved some very important picture files to the hard drive on their local computer. They thought they were saving these picture files to the corporate network drive. This computer was on the upgrade list and was upgraded a few weeks later with the requirement of having the hard drive formatted....…

John D. Anderson

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September 5, 2014 

Tablets & Smartphones: Business Tools or Toys?

Is this the year of the Tablet? Has the mobile Internet finally arrived? What business purposes are served by using mobile Internet devices, and how can they help us serve clients better? Whether you are working with products from Apple, Motorola, BlackBerry, HTC, Samsung or a myriad of other providers, access to the Internet, and…

Randy Johnston

tablet_10247377

September 5, 2014 

Get Ready for the Tablet Invasion

Is the introduction of the Apple iPad and other tablet devices the dawning of a new revolution in information technology, or a more subtle evolution? They may not be as disruptive as all of the political revolutions going on around the world today, but tablets are poised to have a significant impact on the flow...…

sagetankersleyimage_10246323

September 5, 2014 

Strategic Performance Management with Sage Peachtree Business Intelligence

The larger an organization gets, the harder it is to separate the truly important information from the routine and mundane details that seem to consume our daily lives. Too often, the most important information is obscured by the volume of transactions flowing through our business management systems. Although tools like alerts and reports can show...…

Brian Tankersley

root_darren_columnpic_2011_10244964

September 5, 2014 

New Name, New Content, New Faces — Same Great Resource

It’s been a fast paced year. Like you, I’ve been busy with tax season activity and ensuring that my clients’ needs were met. In tandem, my team and I here at the magazine have been hustling to put together a knock-it-out-of-the-park first issue. We’ve changed the name and size of the publication, added columns, and...…

Darren Root, CPA, CITP, CGMA

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September 5, 2014 

Are Your Clients Getting Enough FaceTime?

Those of you who are “chronologically challenged,” as am I, will remember the bad old days of pink “While U Were Out” slips, Franklin Planners and multiple phone calls through secretary-controlled switchboards. Fortunately, we now have Outlook, smartphones and direct inward dial telephone systems … and that’s just the beginning! Today’s modern practitioner is making...…

Gregory L. LaFollette

renelacerte_10439083

September 5, 2014 

Ch-ch-ch-ch-changes

Recently, I have been reminded of change and how hard it is to make happen. Whether it’s a personal change or a professional change, it isn’t easy. For example, this publication is going through some pretty cool changes, but I am sure it wasn’t easy to get action or at least universal action on all…

Rene Lacerte

scott_cytron_102676651_10276557

September 5, 2014 

How to Make Twitter Conversations Happen for Your Firm

“Here he goes again,” I’m sure you’re thinking. Here’s yet another column or article written for accounting consumption about how to use social media. I’m sensing you’re kind of tired of these pieces, right? The fact is, if you’re reading this column, it may mean you really are interested in how to improve your social...…

Scott Cytron

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September 5, 2014 

How to Improve Client Communications by Channeling Your Messages

Column: Successful Small Business Consulting From the April/May 2011 issue One of the most important skills consultants must perfect is the way in which we communicate with others. When someone cannot communicate clearly or efficiently, that person loses the respect and trust of clients, coworkers, bosses, and really everyone around them. So since your success...…

Doug Sleeter

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September 5, 2014 

CES 2011 Gadget Round Up for Accountants

At the beginning of each year, we make our annual trek to the Consumer Electronics Show (CES) in Las Vegas to look specifically at computer hardware, peripherals and trends that could impact the accounting profession in the year ahead.

Roman Kepczyk