Small Business June 11, 2026
States are Getting Creative as Tax Policy Shifts at Record Speed, Says Avalara Report
Lawmakers are increasingly expanding the sales tax base to encompass new categories of goods and services.
February 26, 2019
XCM 2010 Who’s Who
Company Overview XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. XCM is also a key component of CPA2Biz’s Trusted Business Advisor Solutions cloud computing platform....…
February 26, 2019
CPA2Biz 2010 Who’s Who
Company Overview CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs. CPA2Biz is the exclusive marketing arm for AICPA products and services — including publications, webcasts, conferences, continuing professional education and member benefits programs — for CPAs and financial professionals nationwide. www.cpa2biz.com is the leading...…
February 26, 2019
Workflow Software: What’s it all about?
8521 characters When I start to think about where this concept of workflow software originates, it reminds me of the debate between creationism and evolution theory: When and where did it all start? Unlike DOS, Windows, iPhones, etc., for which we can pretty easily trace the roots of their origins, the source of workflow software...…
February 26, 2019
Building Strategy: How Worklow, Document Management and Portals Work Together
5797 characters Workflow, document management and portals are the accounting profession’s buzzwords of the year. Well, the past few years actually. Everyone’s talking about them, but many still don’t truly understand how they affect their firm. When it comes to these topics, the question I hear most often is this: “Are these items independent...…
February 26, 2019
Tools of the Trade: The iPad and Other Wonders of Technology – 5227
I’m often asked what technology solutions I use in my practice. There are so many, and I understand that technology can by overwhelming. In this month’s column, I will discuss all the tools I use in my practice, both on the road and in the office, as CEO of RootWorks, and as Executive Editor of...…
February 26, 2019
It’s Time to Celebrate Your Successes
Root1210.doc — 3392 All too often, we hear that the accounting profession is slow to change. It is true that some accountants are set in their ways … resistant to change from traditional modes of operation to a new way of doing business. Others have been labeled technology laggards. These observations aren’t completely off course....…
February 26, 2019
Cabinet NG, Inc. — CNG-SAFE
4850 characters 800-621-6501www.cabinetng.com This is an example of a DMS solution that is designed horizontally for deployment in a variety of industry types, but the vendor focuses on the accounting firm market as a key niche. This review is on CNG-SAFE, the vendor’s enterprise DMS solution. They also offer CNG-Books, which is designed specifically to...…
February 26, 2019
Acct1st Technology Group, LLC — Acct1st
3941 characters 888-790-7045 ext. 708 www.Acct1st.com The development team at Acct1st has been working hard to continue to move the application forward in its breadth of features and functions. Their signature pricing model of $1.00 per user per day remains intact as the product continues to mature. Acct1st is built for accounting and tax practices....…
February 26, 2019
Treeno Software — Treeno Content Server
3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…
February 26, 2019
Development Efforts Help Move the Ball Down the Field
Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…
February 26, 2019
Doc.It — Doc.It Suite
888-693-6248 www.doc-it.net The Doc.It suite has evolved to a very mature solution as it approaches its 10-year anniversary, which is a lifetime when it comes to accounting-centric DMS solutions. Doc.It continues to be loyal to the concept of separating archived documents from work in process documents. The system treats the two types very differently, but...…
February 26, 2019
NetDocuments — NetDocuments R5-09
3569 characters 866-638-3627 www.netdocuments.com This product was launched in 1999 and has been primarily focused on law firms and financial services organizations. The vendor claims to be custodian for over 100 million documents. NetDocuments is beginning to target the accounting firm marketplace, with 20 firms currently using the system. There is no direct integration with...…