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.
September 5, 2014
Intuit — Lacerte/ProSeries Document Management System
800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms 2011 Overall Rating 4.75 Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents....…
September 5, 2014
CCH Small Firm Services — ATX & TaxWise Document Manager
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated...…
September 5, 2014
SmartVault Corporation — SmartVault
713-479-5400 www.smartvault.com 2011 Overall Rating 4.75 Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Strengths: Cloud solution providing anytime, anywhere access & redundant data backup Encrypted transmission and...…
September 5, 2014
Computhink Inc. — ViewWise
800-988-4465 ext 1 www.computhink.com 2011 Overall Rating 4.75 Best Firm Fit: ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files. Strengths: Integrated suite of “paperless” applications Depth of document security controls Integration with MS Office...…
September 5, 2014
The Future is Mobility, Collaboration & SaaS
>> 2011 Awards Honor Advances in Technology
September 5, 2014
Thought Leaders Reflect on Technology & the Profession: 20 Years Ago…
Remember 1991? M. Darren Root, CPA.CITP, Executive Editor In 1991 we had a network — Novell Network, I believe. We were using an application that was similar to IM called Right-Hand-Man, it was a TSR program that used up all of our minimal temporary memory and constantly crashed our desktops, but it did allow...…
September 5, 2014
How to Stay Ahead of the Curve
As I write this article, I’m on a flight to the California Accounting & Business Show & Conference — the venue for announcing this year’s Innovation Award winners. In addition to the awards presentation, we will also be recording a series of interviews with software executives and industry thought leaders. Our team has been working...…
September 5, 2014
CPA Practice Advisor Turns 20
From DOS and Windows 3.1, from the end of service bureaus and the emergence of the internet, and now into the full-blown SaaS and Mobile Revolution, CPA Practice Advisor celebrates 20 years serving tax and accounting professionals. Here’s a look back at where we were and how we’ve grown alongside the technology changes in the…
September 5, 2014
10 Questions Every Partner Should Ask Their IT Team
The majority of tax and accounting firm partners spent the last few months focused on tax, audit and accounting production, but with the busy season behind us, there is an opportunity to take a look at how processes can be improved during the slower summer months. Partners should use this time to meet with IT...…
September 5, 2014
5 Reasons Not to Block Social Media in the Workplace
The dilemma regarding Internet usage by employees during work hours has long been one of discussion by business owners, human resources professionals, IT professionals and staff. During the late 1990s, the concern was largely that of distrust over the new technology and countless dramatized stories about employers using their computers to access pornography, gambling and…
September 5, 2014
Paradigm Shifts in Accounting Technology
Regardless of how disruptive new innovations are, they are an inevitable characteristic of our evolving business environment, just as innovation is fundamental to human evolution. And it’s smart business to seize opportunities created by these new innovations. Twenty-five years ago, it was a revolutionary idea for a small business owner to purchase a computer and...…
September 5, 2014
Are You Ready for a Smoother Running Firm?
Electronically Stored Information (ESI) has become critical to delivering good client service, higher realization, effective procedures or workflow, and better efficiency. Managing ESI is also critical for controlling risk. If your firm tries to work with ESI the same way you worked in paper, you can expect problems, issues and frustration. If you are working...…