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
Cabinet NG, Inc. — CNG-SAFE
800-621-6501 www.cabinetng.com 2011 Overall Rating 4.75 Best Firm Fit: CNG will fit in many different types of businesses, including, but not limited to, accounting and tax firms, as well as many of their clients. CNG is priced on a per-user model that allows organizations to increase or decrease the number of licensed users to...…
September 5, 2014
Conarc — iChannel
770-849-0508 x116 www.conarc.com 2011 Overall Rating 4.75 Best Firm Fit: Although it can be deployed at firms of any size, due to the breadth and depth of functionality, iChannel is best suited for mid-size and large firms. It also has significant flexibility to be configured for many different types of organizations, so firms with niche...…
September 5, 2014
Acct1st
888-790-7045 www.acct1st.com 2011 Overall Rating 4.5 Best Firm Fit: Small to mid-sized firms that want a comprehensive solution, with a fairly predictable cost model. Strengths: Intuitive interface SaaS option Integrated portal solution Workflow functionality iQueue integration tool that lets you develop integration with virtually any application Potential Limitations No integrated scanning solution, relies on third-party...…
September 5, 2014
Biz Automation
Biz Automation 888-249-1670 www.bizautomation.com From the June 2011 Review of SaaS Accounting Systems for Small Business BizAutomation is a comprehensive business management suite comprised of fully featured multi-business accounting, sales, distribution and inventory modules. It was designed and built to be an online system and offers strong ecommerce and partner management portals. Multi-layer project...…
September 5, 2014
Acumatica
888-228-8300 www.acumatica.com ERP & CRM for Growing Businesses Some businesses have greater needs than most off-the-shelf software can solve, regardless of their exact size or classification as a small or mid-sized business. The cloud-based solutions from Acumatica offer these enterprises sophisticated core financial, distribution and customer management capabilities. The product features a combined ERP and...…
September 5, 2014
Intacct Corporation — Intacct Online
Intacct Corporation — Intacct Online 877-968-0600 www.intacct.com Best Fit: Entities that have outgrown off-the-shelf programs, require greater integration, subscription-revenue accounting. Ideal for service-based businesses, hospitality industry and technology providers. Also ideal for accounting practices that want to run the system in-house and offer access to clients through portals as a solution provider. Strengths: Exceptional...…
September 5, 2014
CCH, a Wolters Kluwer business — ProSystem fx Document SaaS
800-739-9998 CCHGroup.com 2011 Overall Rating 5 Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…
September 5, 2014
Fine-Tuning Your DMS & Workflow Processes:
There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…
September 5, 2014
AMS 2011 Who’s Who
Company Overview Originally founded as Edmond Software, Advanced Micro Solutions has been working in the tax software business since 1985. AMS started as a small two-man software shop and has since grown into a nationally respected software company. Products → W-2/1099 Forms Filer: The core of the 1099-Etc program. It allows a user to...…
September 5, 2014
How Helping Your Clients Can Help Your Firm
Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…
September 5, 2014
The Mindset of a Leader
Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…
September 5, 2014
Apps Abound for Accounting Pros & Small Businesses
We live in a mobile and always-on world, and where the smartphone by itself was once lauded (or blamed) for our incredible connectivity, that honor now belongs to the app. An abbreviation for the word application that was used almost only by developers and computer techs just a couple of years ago, the term is...…